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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
MIP
551
Marietta Investment Partners
Wisconsin
$1.38M
CK
552
Cohen Klingenstein
New York
$1.36M
NAM
553
NTV Asset Management
West Virginia
$1.36M +$71.8K +942 +5%
LAIC
554
Lederer & Associates Investment Counsel
California
$1.36M +$4.58K +60 +0.3%
MSAM
555
Moloney Securities Asset Management
Missouri
$1.35M +$202K +2,653 +17%
JWM
556
Jeppson Wealth Management
California
$1.35M +$127K +1,662 +10%
CCM
557
Chickasaw Capital Management
Tennessee
$1.35M
MBTD
558
Mechanics Bank - Trust Department
California
$1.34M -$83.3K -1,092 -6%
DAM
559
Derbend Asset Management
Georgia
$1.32M +$71.4K +936 +5%
AA
560
Ancora Advisors
Ohio
$1.31M -$21.4K -281 -2%
CBB
561
Citizens Business Bank
California
$1.31M +$10.4K +137 +0.8%
Fidelity International
562
Fidelity International
Bermuda
$1.3M +$149K +1,958 +12%
BOPW
563
Brandywine Oak Private Wealth
Pennsylvania
$1.3M -$131K -1,721 -9%
Members Trust
564
Members Trust
Florida
$1.3M +$277K +3,634 +26%
WS
565
Wedbush Securities
California
$1.29M +$35.3K +463 +3%
SWM
566
SeaCrest Wealth Management
New York
$1.28M +$9.91K +130 +0.7%
CWG
567
Cornerstone Wealth Group
North Carolina
$1.27M +$1.6K +21 +0.1%
ATFA
568
All Terrain Financial Advisors
Minnesota
$1.27M -$19.7K -259 -1%
MIM
569
Marco Investment Management
Georgia
$1.26M -$2.29K -30 -0.2%
RB
570
Rodgers Brothers
Pennsylvania
$1.25M
FCBT
571
First Citizens Bank & Trust
North Carolina
$1.25M -$17.3K -227 -1%
BAM
572
Belpointe Asset Management
Nevada
$1.24M -$1.4M -18,347 -52%
IA
573
IFP Advisors
Florida
$1.23M +$256K +3,363 +25%
TCMP
574
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.23M +$146K +1,918 +13%
MFG
575
MidWestOne Financial Group
Iowa
$1.22M +$2.82K +37 +0.2%

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.