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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
MA
526
MUFG Americas
New York
$1.71M +$1.43M +19,656 +682%
TA
527
TFG Advisers
Michigan
$1.71M -$228K -3,139 -12%
MBTD
528
Mechanics Bank - Trust Department
California
$1.7M -$32.3K -445 -2%
WCM
529
Whitener Capital Management
North Carolina
$1.7M +$27.2K +375 +2%
TH
530
TCTC Holdings
Texas
$1.7M +$173K +2,380 +12%
VCM
531
Violich Capital Management
California
$1.69M -$105K -1,450 -6%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.69M -$47.6K -656 -3%
MF
533
Magnetar Financial
Illinois
$1.69M +$1.27M +17,466 +370%
ACM
534
AlphaCrest Capital Management
New York
$1.67M +$262K +3,605 +20%
SP
535
SWS Partners
Ohio
$1.65M +$47.6K +655 +3%
CANC
536
Culbertson A N & Co
Virginia
$1.64M -$127K -1,750 -7%
CA
537
CSM Advisors
Pennsylvania
$1.64M +$1.57M +21,588 New
GWMIA
538
Global Wealth Management Investment Advisory
Florida
$1.64M -$261K -3,590 -14%
BO
539
BRR OpCo
Ohio
$1.64M +$234K +3,228 +18%
ACM
540
Alethea Capital Management
Washington
$1.64M +$1.56M +21,524 New
MIAN
541
Mariner Independent Advisor Network
Kansas
$1.63M -$11.8K -163 -0.8%
VFA
542
Valeo Financial Advisors
Indiana
$1.61M -$288K -3,971 -16%
HCA
543
Horan Capital Advisors
Ohio
$1.61M +$57K +785 +4%
DJSG
544
D.J. St. Germain
Massachusetts
$1.6M -$20.2K -278 -1%
WC
545
Woodstock Corp
Massachusetts
$1.59M -$34.5K -475 -2%
RWA
546
River Wealth Advisors
Pennsylvania
$1.59M -$53.5K -736 -3%
OPW
547
Oxler Private Wealth
New York
$1.59M
GT
548
Glenview Trust
Kentucky
$1.59M +$5.81K +80 +0.4%
BWM
549
BerganKDV Wealth Management
Minnesota
$1.57M -$92K -1,267 -6%
FUBT
550
First United Bank & Trust
Maryland
$1.57M -$13.8K -190 -0.9%

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.