We are live on ! Find out more
D icon

Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$1.06M -$3.21M -58,963 -74%
BHIA
502
Birch Hill Investment Advisors
Massachusetts
$1.05M
USAA
503
United Services Automobile Association
Texas
$1.05M
CCM
504
Chiron Capital Management
Florida
$1.05M +$261K +4,800 +31%
CFB
505
Cullen/Frost Bankers
Texas
$1.05M -$17.3K -318 -2%
AFAS
506
Acorn Financial Advisory Services
Virginia
$1.04M +$57.7K +1,062 +6%
AA
507
Ancora Advisors
Ohio
$1.03M +$95.5K +1,757 +10%
CA
508
CSM Advisors
Pennsylvania
$1.02M
ECG
509
Edge Capital Group
Georgia
$1.02M -$12K -220 -1%
WPC
510
Waters Parkerson & Co
Louisiana
$1.01M -$21.7K -400 -2%
IIM
511
INTECH Investment Management
Florida
$1.01M -$734K -13,494 -41%
WC
512
Woodstock Corp
Massachusetts
$1M -$62.5K -1,150 -6%
WCM
513
Whitener Capital Management
North Carolina
$997K +$32.3K +595 +3%
AA
514
Argent Advisors
Louisiana
$996K -$156K -2,876 -13%
IC
515
IEQ Capital
California
$994K +$111K +2,036 +12%
FG
516
Fiduciary Group
Georgia
$993K -$46.9K -862 -4%
GA
517
GoalVest Advisory
New York
$992K -$242K -4,451 -19%
BSA
518
Bull Street Advisors
Georgia
$989K +$8.43K +155 +0.8%
DWMS
519
Dominguez Wealth Management Solutions
Virginia
$986K -$19.2K -353 -2%
CFGS
520
Concourse Financial Group Securities
Alabama
$984K -$29.2K -537 -3%
BMO
521
Beck Mack & Oliver
New York
$982K
BHBT
522
Burke & Herbert Bank & Trust
Virginia
$981K -$59.7K -1,098 -5%
BBHC
523
Brown Brothers Harriman & Co
New York
$981K -$9.19K -169 -0.9%
MIP
524
Marietta Investment Partners
Wisconsin
$978K
SEM
525
Strategic Equity Management
Arizona
$977K -$4.35K -80 -0.4%

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.