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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
551
Marietta Investment Partners
Wisconsin
$1.48M
CNFG
552
Creegan & Nassoura Financial Group
New Hampshire
$1.48M -$15K -200 -1%
CK
553
Cohen Klingenstein
New York
$1.47M
DBRC
554
D.B. Root & Company
Pennsylvania
$1.47M +$199K +2,647 +17%
SLI
555
Sumitomo Life Insurance
Japan
$1.46M -$37.7K -501 -3%
AA
556
Ancora Advisors
Ohio
$1.46M +$48.2K +641 +4%
GT
557
Glenview Trust
Kentucky
$1.45M -$102K -1,350 -7%
BFO
558
Boston Family Office
Massachusetts
$1.45M -$354K -4,710 -20%
CCM
559
Chickasaw Capital Management
Tennessee
$1.45M
Simplex Trading
560
Simplex Trading
Illinois
$1.45M +$1.39M +18,431 New
BA
561
BCM Advisors
Louisiana
$1.44M +$579K +7,700 +75%
MBTD
562
Mechanics Bank - Trust Department
California
$1.44M -$2.26K -30 -0.2%
LAIC
563
Lederer & Associates Investment Counsel
California
$1.44M -$27.1K -360 -2%
CI
564
Cigna Investments
Connecticut
$1.42M -$494K -6,563 -27%
GMA
565
Glassy Mountain Advisors
Maryland
$1.42M +$1.36M +18,068 New
JWM
566
Jackson Wealth Management
Florida
$1.42M +$30.5K +405 +2%
MCM
567
Murphy Capital Management
New Jersey
$1.42M -$268K -3,556 -16%
PSUF
568
People's United Financial
Connecticut
$1.41M -$644K -8,558 -32%
BONH
569
Bank of New Hampshire
New Hampshire
$1.41M -$807K -10,727 -37%
CBB
570
Citizens Business Bank
California
$1.41M
IA
571
IFP Advisors
Florida
$1.4M +$67K +890 +5%
CFGS
572
Concourse Financial Group Securities
Alabama
$1.39M -$115K -1,522 -8%
DAM
573
Derbend Asset Management
Georgia
$1.39M -$31.1K -413 -2%
KWM
574
Kingsview Wealth Management
Oregon
$1.38M +$190K +2,521 +17%
HCM
575
Hall Capital Management
Rhode Island
$1.38M -$169K -2,251 -11%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.