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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
476
HM Payson & Co
Maine
$2.11M -$177K -2,350 -8%
BPA
477
Beacon Pointe Advisors
California
$2.09M -$600K -7,976 -23%
SAM
478
Shell Asset Management
Netherlands
$2.08M -$19.1K -254 -1%
VEA
479
Virtus ETF Advisers
New York
$2.07M +$400K +5,316 +25%
TSWM
480
Triangle Securities Wealth Management
North Carolina
$2.06M +$17.9K +238 +0.9%
SP
481
SWS Partners
Ohio
$2.04M +$92.7K +1,232 +5%
JIC
482
Johnson Investment Counsel
Ohio
$2.04M -$150 -2 -0%
SW
483
SVB Wealth
Massachusetts
$2.03M -$118K -1,569 -6%
SIA
484
Soltis Investment Advisors
Utah
$2.03M +$189K +2,509 +11%
PHK
485
Point72 Hong Kong
Hong Kong
$2.02M +$1.63M +21,682 +532%
CNC
486
Canandaigua National Corp
New York
$2.02M -$51.8K -688 -3%
FPCM
487
Financial Partners Capital Management
New York
$2.01M +$341K +4,535 +22%
CCM
488
Cutler Capital Management
Massachusetts
$2M +$226 +3 +0%
LS
489
Leelyn Smith
Illinois
$2M -$24.8K -329 -1%
PG
490
Patten Group
Tennessee
$1.99M +$306K +4,067 +19%
CCT
491
Chemung Canal Trust
New York
$1.98M +$20.1K +267 +1%
LBC
492
Lowe Brockenbrough & Co
Virginia
$1.96M -$85.4K -1,135 -4%
PFPT
493
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.94M -$2.34M -31,125 -56%
RFA
494
Reilly Financial Advisors
California
$1.92M -$8.15M -108,335 -82%
OF
495
Outfitter Financial
Maine
$1.92M +$11.7K +155 +0.6%
GWMIA
496
Global Wealth Management Investment Advisory
Florida
$1.92M +$78.5K +1,043 +4%
RVM
497
Robinson Value Management
Texas
$1.9M +$1.13K +15 +0.1%
MIAN
498
Mariner Independent Advisor Network
Kansas
$1.9M -$12.5K -166 -0.7%
LDB
499
Lee, Danner & Bass
Tennessee
$1.9M -$35.7K -475 -2%
NB
500
NBT Bank
New York
$1.88M -$79.1K -1,051 -4%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.