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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
MIM
576
Marco Investment Management
Georgia
$1.38M +$15.4K +205 +1%
KPWS
577
Kestra Private Wealth Services
Texas
$1.37M -$113K -1,508 -8%
TA
578
TFG Advisers
Michigan
$1.36M -$166K -2,212 -11%
FMBTD
579
First Midwest Bank Trust Division
Illinois
$1.36M +$274K +3,645 +27%
CT
580
Caldwell Trust
Florida
$1.36M +$107K +1,416 +9%
ATFA
581
All Terrain Financial Advisors
Minnesota
$1.36M -$6.32K -84 -0.5%
CIC
582
Carnegie Investment Counsel
Ohio
$1.36M +$73.7K +980 +6%
CWG
583
Cornerstone Wealth Group
North Carolina
$1.35M -$17.2K -228 -1%
MCA
584
MSH Capital Advisors
Arizona
$1.35M +$1.3M +17,218 New
MFG
585
MidWestOne Financial Group
Iowa
$1.35M +$31.2K +414 +2%
CSPIA
586
Cary Street Partners Investment Advisory
Virginia
$1.34M +$610K +8,105 +90%
TIM
587
Tevis Investment Management
Texas
$1.33M +$1.28M +17,037 New
SWM
588
SeaCrest Wealth Management
New York
$1.33M -$44.7K -594 -3%
BSA
589
Bull Street Advisors
Georgia
$1.33M -$166K -2,210 -12%
Jacobs Levy Equity Management
590
Jacobs Levy Equity Management
New Jersey
$1.32M -$5.78M -76,853 -82%
WS
591
Wedbush Securities
California
$1.32M -$62.2K -827 -5%
MHC
592
Meyer Handelman Company
New York
$1.31M +$25.1K +334 +2%
EM
593
Excalibur Management
Massachusetts
$1.31M +$40.6K +540 +3%
APA
594
American Portfolios Advisors
New York
$1.31M +$66.7K +886 +6%
NAM
595
NTV Asset Management
West Virginia
$1.3M -$158K -2,101 -11%
TMAM
596
Tokio Marine Asset Management
Japan
$1.3M +$17.5K +232 +1%
VPIM
597
Vanguard Personalized Indexing Management
California
$1.3M +$495K +6,577 +66%
AWM
598
Axxcess Wealth Management
California
$1.3M +$1.24M +16,514 New
HTC
599
Haverford Trust Company
Pennsylvania
$1.28M +$45.2K +601 +4%
BAM
600
Belpointe Asset Management
Nevada
$1.28M -$51.2K -681 -4%

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.