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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
OCM
551
Orleans Capital Management
Louisiana
$1.29M -$54.1K -670 -3%
BAM
552
Belpointe Asset Management
Nevada
$1.29M +$392K +4,859 +35%
EWM
553
Evercore Wealth Management
New York
$1.28M -$16.1K -200 -1%
CCM
554
Chickasaw Capital Management
Tennessee
$1.27M
BSA
555
Bull Street Advisors
Georgia
$1.27M +$104K +1,288 +8%
MIP
556
Marietta Investment Partners
Wisconsin
$1.27M
TIM
557
Tevis Investment Management
Texas
$1.26M +$23.9K +296 +2%
AA
558
Ancora Advisors
Ohio
$1.26M -$8.07K -100 -0.5%
JWCA
559
J.W. Cole Advisors
Florida
$1.26M +$91.9K +1,139 +7%
ASN
560
Advisory Services Network
Georgia
$1.26M +$31.9K +395 +2%
APA
561
American Portfolios Advisors
New York
$1.26M -$112K -1,388 -7%
MBTD
562
Mechanics Bank - Trust Department
California
$1.26M -$6.78K -84 -0.5%
OPA
563
Old Port Advisors
Maine
$1.26M +$43.5K +539 +3%
RWA
564
River Wealth Advisors
Pennsylvania
$1.25M -$141K -1,742 -9%
BA
565
BCM Advisors
Louisiana
$1.24M
MSAM
566
Moloney Securities Asset Management
Missouri
$1.24M -$42.9K -531 -3%
HWAM
567
Hennion & Walsh Asset Management
New Jersey
$1.23M +$228K +2,828 +19%
PJSIMP
568
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M
BONH
569
Bank of New Hampshire
New Hampshire
$1.22M -$17.2K -213 -1%
SFG
570
SevenBridge Financial Group
Pennsylvania
$1.21M -$60.4K -748 -4%
MYLI
571
Meiji Yasuda Life Insurance
Japan
$1.21M +$351K +4,348 +33%
HCM
572
Hall Capital Management
Rhode Island
$1.21M -$154K -1,906 -10%
TA
573
TFG Advisers
Michigan
$1.2M +$13.6K +169 +1%
MMA
574
Miracle Mile Advisors
California
$1.2M +$2.5K +31 +0.2%
CIC
575
Carnegie Investment Counsel
Ohio
$1.19M -$134K -1,665 -9%

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.