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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
526
IEQ Capital
California
$1.41M +$727K +9,007 +79%
BHIA
527
Birch Hill Investment Advisors
Massachusetts
$1.41M
SC
528
Slow Capital
California
$1.4M -$145K -1,801 -8%
JWM
529
Jackson Wealth Management
Florida
$1.4M +$1.07M +13,271 +190%
FUBT
530
First United Bank & Trust
Maryland
$1.4M +$2.02K +25 +0.1%
HDIM
531
Hanson & Doremus Investment Management
Vermont
$1.38M +$175K +2,165 +12%
EF
532
Empirical Finance
Pennsylvania
$1.36M +$265K +3,280 +20%
CA
533
CSM Advisors
Pennsylvania
$1.36M
VCA
534
Verdence Capital Advisors
Maryland
$1.36M +$183K +2,270 +13%
JWM
535
Jeppson Wealth Management
California
$1.36M +$33.1K +410 +2%
ECA
536
Elevated Capital Advisors
Utah
$1.35M +$1.57M +19,485 New
VFP
537
Verus Financial Partners
Virginia
$1.34M +$7.26K +90 +0.4%
MWAM
538
Manhattan West Asset Management
California
$1.34M +$141K +1,751 +10%
VI
539
Vestcor Inc
New Brunswick, Canada
$1.32M +$19.8K +245 +1%
KWM
540
Kingsview Wealth Management
Oregon
$1.32M +$7.18K +89 +0.5%
BHA
541
Beech Hill Advisors
New York
$1.31M
MGWM
542
Marks Group Wealth Management
Minnesota
$1.31M +$183K +2,261 +14%
HI
543
Hendershot Investments
Virginia
$1.31M -$28.3K -350 -2%
BMO
544
Beck Mack & Oliver
New York
$1.31M +$14.8K +183 +1%
GT
545
Glenview Trust
Kentucky
$1.31M +$50.7K +628 +3%
CNFG
546
Creegan & Nassoura Financial Group
New Hampshire
$1.31M -$30.8K -381 -2%
BBVA
547
Banco Bilbao Vizcaya Argentaria
Spain
$1.31M +$23.7K +294 +2%
AFAS
548
Acorn Financial Advisory Services
Virginia
$1.29M -$133K -1,646 -8%
AA
549
Argent Advisors
Louisiana
$1.29M -$5.57K -69 -0.4%
CK
550
Cohen Klingenstein
New York
$1.29M

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.