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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
476
Doyle Wealth Management
Florida
$2.13M +$75K +1,033 +4%
AIA
477
Armor Investment Advisors
North Carolina
$2.12M +$113K +1,558 +6%
PFSC
478
Peoples Financial Services Corp
Pennsylvania
$2.12M -$29.1K -400 -1%
BFO
479
Boston Family Office
Massachusetts
$2.12M -$1.04M -14,276 -34%
IRF
480
IBM Retirement Fund
New York
$2.12M -$176K -2,427 -8%
WGA
481
Weather Gauge Advisory
Virginia
$2.09M -$245K -3,379 -11%
BB
482
Berkshire Bank
Massachusetts
$2.08M +$18.5K +255 +0.9%
Cetera Investment Advisers
483
Cetera Investment Advisers
Illinois
$2.07M +$19.9K +274 +1%
SC
484
Slow Capital
California
$2.07M +$395K +5,440 +26%
EWM
485
Evercore Wealth Management
New York
$2.05M -$440K -6,062 -18%
JIC
486
Johnson Investment Counsel
Ohio
$2.04M -$115K -1,585 -6%
PSUF
487
People's United Financial
Connecticut
$2.03M -$38.2K -526 -2%
WIA
488
Wealthstreet Investment Advisors
Texas
$2.02M -$58.5K -806 -3%
RAM
489
Redmond Asset Management
Virginia
$2.01M +$4K +55 +0.2%
CIA
490
Capital Investment Advisors
Georgia
$2M +$122K +1,675 +7%
B
491
BP
United Kingdom
$1.97M -$406K -5,596 -18%
TSWM
492
Triangle Securities Wealth Management
North Carolina
$1.97M +$488K +6,723 +35%
CNC
493
Canandaigua National Corp
New York
$1.97M +$205K +2,821 +12%
SNT
494
Security National Trust
West Virginia
$1.97M -$62.5K -860 -3%
WSTAM
495
Wilbanks Smith & Thomas Asset Management
Virginia
$1.95M -$6.68K -92 -0.4%
PCA
496
Providence Capital Advisors
North Carolina
$1.95M +$487K +6,704 +35%
WANY
497
Wealthspire Advisors (New York)
New York
$1.94M +$980K +13,491 +112%
CCM
498
Cutler Capital Management
Massachusetts
$1.94M +$14.7K +203 +0.8%
Mercer Global Advisors
499
Mercer Global Advisors
Colorado
$1.92M -$322K -4,434 -15%
Caisse de Depot et Placement du Quebec (CDPQ)
500
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.91M -$977K -13,452 -35%

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.