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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
BFG
551
Beacon Financial Group
Texas
$1.56M
Rockefeller Capital Management
552
Rockefeller Capital Management
New York
$1.56M +$113K +1,560 +8%
FNBT
553
FineMark National Bank & Trust
Florida
$1.56M -$62.5K -860 -4%
AP
554
Advisor Partners
California
$1.55M -$208K -2,867 -12%
LIA
555
LS Investment Advisors
Michigan
$1.55M -$138K -1,896 -8%
WPC
556
Waters Parkerson & Co
Louisiana
$1.55M +$39K +537 +3%
FCBT
557
First Citizens Bank & Trust
North Carolina
$1.55M +$182K +2,502 +14%
BHIA
558
Birch Hill Investment Advisors
Massachusetts
$1.55M
AA
559
Ancora Advisors
Ohio
$1.54M -$174K -2,396 -11%
BOH
560
Bank of Hawaii
Hawaii
$1.54M -$472K -6,498 -24%
FAB
561
First American Bank
Illinois
$1.53M +$138K +1,903 +10%
FBT
562
First Bank & Trust
South Dakota
$1.52M +$9.59K +132 +0.7%
BMO
563
Beck Mack & Oliver
New York
$1.52M +$72.6K +1,000 +5%
BRWA
564
B. Riley Wealth Advisors
Florida
$1.51M +$617K +8,491 +75%
CNFG
565
Creegan & Nassoura Financial Group
New Hampshire
$1.47M -$7.26K -100 -0.5%
BCV
566
Banque Cantonale Vaudoise
Switzerland
$1.47M
GCM
567
Gladius Capital Management
Illinois
$1.47M -$249K -3,431 -15%
GP
568
Girard Partners
Pennsylvania
$1.46M -$62.9K -866 -4%
RMC
569
Resources Management Corp
Connecticut
$1.46M -$31.6K -435 -2%
IAN
570
Integrated Advisors Network
Texas
$1.46M +$376K +5,171 +37%
AFAS
571
Acorn Financial Advisory Services
Virginia
$1.45M -$15.6K -215 -1%
AWM
572
Arbor Wealth Management
Florida
$1.44M -$213K -2,932 -13%
CBB
573
Citizens Business Bank
California
$1.44M -$2.25M -31,038 -62%
RC
574
RegentAtlantic Capital
New Jersey
$1.44M +$603K +8,306 +78%
MIP
575
Marietta Investment Partners
Wisconsin
$1.43M

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.