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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
501
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.64M -$69.9K -917 -4%
FAB
502
First American Bank
Illinois
$1.64M +$229 +3 +0%
MWNA
503
Marshall Wace North America
New York
$1.64M +$1.71M +22,412 New
Los Angeles Capital Management
504
Los Angeles Capital Management
California
$1.63M -$6.13M -80,397 -78%
HCA
505
Horan Capital Advisors
Ohio
$1.63M +$33.1K +434 +2%
VFP
506
Verus Financial Partners
Virginia
$1.63M +$2.52K +33 +0.1%
EP
507
Eudaimonia Partners
Tennessee
$1.63M +$300K +3,934 +21%
VCM
508
Violich Capital Management
California
$1.62M +$261K +3,425 +18%
BFG
509
Beacon Financial Group
Texas
$1.61M -$71.6K -939 -4%
WC
510
Woodstock Corp
Massachusetts
$1.6M +$34.3K +450 +2%
WAM
511
World Asset Management
Michigan
$1.59M -$52K -682 -3%
KRSITF
512
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.59M +$58K +761 +4%
MCM
513
Murphy Capital Management
New Jersey
$1.57M -$87.7K -1,150 -5%
SFG
514
SevenBridge Financial Group
Pennsylvania
$1.57M -$114K -1,500 -7%
TH
515
TCTC Holdings
Texas
$1.57M
JWCA
516
J.W. Cole Advisors
Florida
$1.56M +$110K +1,449 +7%
PG
517
Patten Group
Tennessee
$1.55M +$55.6K +729 +4%
FBT
518
First Bank & Trust
South Dakota
$1.54M +$101K +1,323 +7%
FPCM
519
Financial Partners Capital Management
New York
$1.53M +$246K +3,226 +18%
HI
520
Harbour Investments
Wisconsin
$1.53M -$129K -1,695 -7%
VEA
521
Virtus ETF Advisers
New York
$1.53M +$107K +1,397 +7%
VF
522
Virtu Financial
New York
$1.52M +$478K +6,268 +43%
RWA
523
River Wealth Advisors
Pennsylvania
$1.51M -$11.3K -148 -0.7%
CA
524
CSM Advisors
Pennsylvania
$1.51M -$229K -3,000 -13%
WPC
525
Waters Parkerson & Co
Louisiana
$1.5M +$26.7K +350 +2%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.