We are live on ! Find out more
D icon

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
BC
651
Burney Company
Virginia
$895K -$11.6K -152 -1%
JCM
652
Jacobi Capital Management
Pennsylvania
$893K +$33.5K +439 +4%
BTWM
653
Baker Tilly Wealth Management
Wisconsin
$893K +$143K +1,877 +18%
WTC
654
WhitTier Trust Company
Nevada
$892K +$17.2K +225 +2%
SS
655
Sunbelt Securities
Texas
$885K
AF
656
Arrow Financial
New York
$880K -$4.12K -54 -0.4%
ACM
657
Azimuth Capital Management
Michigan
$877K +$7.63K +100 +0.8%
OPS
658
Orion Portfolio Solutions
Nebraska
$874K +$212K +2,781 +30%
BCM
659
Boltwood Capital Management
California
$871K -$60.1K -788 -6%
FCB
660
First Command Bank
Texas
$871K -$29.7K -390 -3%
FCFS
661
First Command Financial Services
Texas
$871K -$29.7K -390 -3%
VI
662
Vestcor Inc
New Brunswick, Canada
$868K -$124K -1,630 -12%
LIM
663
Leavell Investment Management
Alabama
$865K -$1.48M -19,350 -62%
WG
664
Welch Group
Alabama
$863K +$314K +4,122 +54%
WANY
665
Wealthspire Advisors (New York)
New York
$862K +$176K +2,305 +24%
CT
666
Chicago Trust
Illinois
$861K -$22.9K -300 -2%
BOH
667
Bank of Hawaii
Hawaii
$858K -$300K -3,937 -25%
CTA
668
Chesley Taft & Associates
Illinois
$846K
FRM
669
Fox Run Management
Connecticut
$842K +$631K +8,270 +254%
FWM
670
Frontier Wealth Management
Missouri
$841K +$268K +3,516 +44%
JIP
671
JBJ Investment Partners
South Carolina
$836K -$16K -210 -2%
CPO
672
Cerity Partners OCIO
New York
$836K +$21.4K +281 +3%
CWM
673
Campbell Wealth Management
Virginia
$828K +$305 +4 +0%
PMA
674
Prudent Man Advisors
Illinois
$828K +$864K +11,335 New
ZCM
675
Ziegler Capital Management
Illinois
$826K +$20.6K +270 +2%

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.