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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
MCM
601
Maryland Capital Management
Maryland
$1.3M -$3.81M -52,454 -75%
CT
602
Caldwell Trust
Florida
$1.3M +$88.8K +1,223 +8%
CCM
603
Chickasaw Capital Management
Tennessee
$1.29M
BHBT
604
Burke & Herbert Bank & Trust
Virginia
$1.28M -$1.74K -24 -0.1%
FFA
605
Founders Financial Alliance
North Carolina
$1.27M -$33.5K -461 -3%
LKIM
606
Lawson Kroeker Investment Management
Nebraska
$1.27M -$18.2K -250 -1%
JWM
607
Jeppson Wealth Management
California
$1.27M +$813K +11,194 +202%
BUB
608
BBVA USA Bancshares
Texas
$1.27M +$291K +4,004 +32%
BSA
609
Bull Street Advisors
Georgia
$1.25M +$23.3K +321 +2%
MHC
610
Meyer Handelman Company
New York
$1.25M
MFG
611
MidWestOne Financial Group
Iowa
$1.24M -$2.4K -33 -0.2%
BFA
612
Benedict Financial Advisors
Georgia
$1.23M -$367K -5,057 -24%
PWM
613
PBMares Wealth Management
Virginia
$1.23M -$166K -2,291 -12%
Rafferty Asset Management
614
Rafferty Asset Management
New York
$1.22M -$193K -2,658 -14%
CTA
615
Chesley Taft & Associates
Illinois
$1.21M -$3.63K -50 -0.3%
Jacobs Levy Equity Management
616
Jacobs Levy Equity Management
New Jersey
$1.21M +$1.15M +15,883 New
EM
617
Excalibur Management
Massachusetts
$1.21M +$184K +2,530 +19%
JIP
618
JBJ Investment Partners
South Carolina
$1.2M -$285K -3,917 -20%
VIA
619
Vident Investment Advisory
Georgia
$1.2M +$227K +3,122 +25%
LNC
620
Lincoln National Corp
Pennsylvania
$1.2M -$139K -1,913 -11%
XF
621
XML Financial
Maryland
$1.2M -$44.5K -612 -4%
ClearBridge Investments
622
ClearBridge Investments
New York
$1.2M +$7.26K +100 +0.6%
TWA
623
TCI Wealth Advisors
Arizona
$1.19M +$1.45K +20 +0.1%
BEC
624
Blue Edge Capital
Virginia
$1.19M
DBRC
625
D.B. Root & Company
Pennsylvania
$1.19M +$37.6K +517 +3%

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.