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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
BL
601
Balentine LLC
Georgia
$1.08M -$12.8K -159 -1%
GA
602
GoalVest Advisory
New York
$1.07M +$210K +2,603 +20%
JIC
603
Joel Isaacson & Co
New York
$1.07M +$4.84K +60 +0.4%
FCM
604
Fourpath Capital Management
Oklahoma
$1.07M +$131K +1,626 +12%
FFA
605
Founders Financial Alliance
North Carolina
$1.07M +$732K +9,064 +143%
FCB
606
First Command Bank
Texas
$1.06M +$8.31K +103 +0.7%
FCFS
607
First Command Financial Services
Texas
$1.06M +$8.31K +103 +0.7%
CB
608
CNB Bank
Pennsylvania
$1.06M +$52.4K +649 +4%
DA
609
Duality Advisers
Florida
$1.05M +$1.23M +15,243 New
MCM
610
Mainstay Capital Management
Michigan
$1.05M -$10.9K -135 -0.9%
ATFA
611
All Terrain Financial Advisors
Minnesota
$1.04M +$2.34K +29 +0.2%
ACIM
612
Azimuth Capital Investment Management
Michigan
$1.04M +$268K +3,318 +28%
MHC
613
Meyer Handelman Company
New York
$1.03M -$102K -1,268 -8%
AA
614
Altman Advisors
Illinois
$1.03M -$25.2K -312 -2%
CCM
615
Canal Capital Management
Virginia
$1.03M -$115K -1,426 -9%
SCA
616
Snowden Capital Advisors
New York
$1.02M +$42.5K +526 +4%
UBV
617
United Bank (Virginia)
Virginia
$1.02M +$249K +3,089 +26%
LKIM
618
Lawson Kroeker Investment Management
Nebraska
$1.02M -$28.3K -350 -2%
TSS
619
Two Sigma Securities
New York
$1.02M +$1.19M +14,754 New
LAIC
620
Lederer & Associates Investment Counsel
California
$1.02M -$14.3K -177 -1%
TPA
621
Trivium Point Advisory
Connecticut
$1.01M +$54.1K +670 +5%
TBA
622
Tower Bridge Advisors
Pennsylvania
$1.01M -$48.4K -600 -4%
BTWM
623
Baker Tilly Wealth Management
Wisconsin
$1.01M +$62K +768 +6%
PP
624
Patten & Patten
Tennessee
$1M -$8.07K -100 -0.7%
TWA
625
TCI Wealth Advisors
Arizona
$997K -$112K -1,384 -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.