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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
SWM
626
SeaCrest Wealth Management
New York
$996K -$78.2K -969 -6%
TC
627
Toews Corporation
New Jersey
$995K -$8.07K -100 -0.7%
SWM
628
Salvus Wealth Management
New Jersey
$983K +$25K +310 +2%
RMC
629
Resources Management Corp
Connecticut
$977K -$646 -8 -0.1%
VFA
630
Valeo Financial Advisors
Indiana
$974K +$26K +322 +2%
CAG
631
Csenge Advisory Group
Florida
$974K +$70.8K +877 +7%
WANY
632
Wealthspire Advisors (New York)
New York
$965K +$326K +4,043 +41%
SSWM
633
Sheets Smith Wealth Management
North Carolina
$963K -$24.3K -301 -2%
IP
634
Investment Partners
Ohio
$957K +$1.12M +13,851 New
CWG
635
Cornerstone Wealth Group
North Carolina
$954K +$10.9K +135 +1%
ADL
636
Asset Dedication LLC
California
$952K +$36.5K +452 +3%
MCM
637
MAI Capital Management
Ohio
$948K +$670K +8,297 +153%
LOIM
638
Liberty One Investment Management
Illinois
$943K -$33.1K -410 -3%
SHFA
639
SS&H Financial Advisors
Michigan
$943K
WS
640
Wedbush Securities
California
$940K -$214K -2,656 -16%
FNBT
641
FineMark National Bank & Trust
Florida
$939K -$99.6K -1,234 -8%
SIC
642
Salem Investment Counselors
North Carolina
$939K
AWM
643
Apollon Wealth Management
South Carolina
$938K +$19.3K +239 +2%
WA
644
Wealth Alliance
New York
$937K +$90.6K +1,122 +9%
MWM
645
Meridian Wealth Management
Kentucky
$934K -$60.4K -748 -5%
AWM
646
Axxcess Wealth Management
California
$932K -$212K -2,631 -16%
HCM
647
Highview Capital Management
Illinois
$932K +$22.3K +276 +2%
BS
648
Boenning & Scattergood
Pennsylvania
$931K -$68.6K -850 -6%
RCM
649
Regency Capital Management
Hawaii
$927K -$3.48M -43,153 -76%
SCF
650
Sante Capital Fund
Texas
$924K +$1.08M +13,371 New

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.