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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
626
Sheets Smith Wealth Management
North Carolina
$998K -$25.8K -338 -2%
SWM
627
Salvus Wealth Management
New Jersey
$997K +$53.4K +700 +5%
FMBTD
628
First Midwest Bank Trust Division
Illinois
$996K +$59.5K +780 +6%
GBT
629
Grove Bank & Trust
Florida
$991K +$4.58K +60 +0.4%
OQS
630
Occudo Quantitative Strategies
Florida
$991K +$798K +10,469 +337%
O
631
Ossiam
France
$987K -$1.58M -20,749 -61%
SFG
632
Sovereign Financial Group
Connecticut
$984K -$35.5K -465 -3%
HDIM
633
Hanson & Doremus Investment Management
Vermont
$984K +$299K +3,915 +41%
ST
634
Smithfield Trust
Pennsylvania
$983K +$111K +1,458 +12%
TPA
635
Trivium Point Advisory
Connecticut
$977K -$120K -1,575 -11%
Cerity Partners
636
Cerity Partners
New York
$956K +$30K +393 +3%
ASN
637
Advisory Services Network
Georgia
$955K +$34.8K +457 +4%
CAM
638
Cresset Asset Management
Illinois
$948K +$111K +1,455 +13%
VIA
639
Vident Investment Advisory
Georgia
$940K -$598K -7,849 -38%
ARM
640
Adirondack Research & Management
New York
$939K +$7.78K +102 +0.8%
XT
641
XTX Topco
Cayman Islands
$923K +$963K +12,634 New
CA
642
Cornerstone Advisory
Maryland
$916K -$7.01K -92 -0.7%
BMWM
643
Brown Miller Wealth Management
Virginia
$916K +$1.14K +15 +0.1%
CCM
644
Chiron Capital Management
Florida
$916K +$122K +1,600 +15%
PMAM
645
Penn Mutual Asset Management
Pennsylvania
$907K
PP
646
Paloma Partners
Connecticut
$905K -$156K -2,052 -14%
FT
647
Fiduciary Trust
Massachusetts
$905K -$38.7K -507 -4%
FMC
648
First Merchants Corp
Indiana
$902K -$9.46K -124 -1%
UBV
649
United Bank (Virginia)
Virginia
$897K -$13.5M -177,092 -94%
BMSSC
650
B. Metzler seel. Sohn & Co
Germany
$896K -$63.3K -830 -6%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.