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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
CFGS
676
Concourse Financial Group Securities
Alabama
$951K -$50.7K -698 -5%
ASN
677
Advisory Services Network
Georgia
$944K -$1.5M -20,607 -62%
PMAM
678
Penn Mutual Asset Management
Pennsylvania
$944K -$73 -1 -0%
LS
679
Livforsakringsbolaget Skandia
Sweden
$944K
FMC
680
First Merchants Corp
Indiana
$941K +$91.7K +1,262 +11%
V
681
VeraBank
Texas
$939K
OPPTF
682
OPSEU Pension Plan Trust Fund
Ontario, Canada
$938K +$41.1K +566 +5%
BAM
683
Belpointe Asset Management
Nevada
$930K -$20K -275 -2%
IF
684
Intrua Financial
Texas
$929K +$498K +6,857 +137%
BC
685
Burney Company
Virginia
$924K +$43.4K +598 +5%
MFS
686
Mirabella Financial Services
United Kingdom
$920K +$664K +9,146 +308%
AF
687
Arrow Financial
New York
$919K -$105K -1,450 -11%
IA
688
IFG Advisory
Georgia
$916K -$82.1K -1,130 -9%
WTC
689
WhitTier Trust Company
Nevada
$909K -$67.6K -930 -7%
ACM
690
Azimuth Capital Management
Michigan
$907K -$7.99K -110 -0.9%
CA
691
Cornerstone Advisory
Maryland
$906K -$227K -3,127 -21%
BMSSC
692
B. Metzler seel. Sohn & Co
Germany
$906K -$36.3K -500 -4%
AA
693
Argent Advisors
Louisiana
$904K -$104K -1,438 -11%
DT
694
Diversified Trust
Tennessee
$903K +$121K +1,671 +16%
Jane Street
695
Jane Street
New York
$901K -$24.5M -337,691 -97%
DFA
696
Delta Financial Advisors
Louisiana
$901K -$1.4M -19,242 -67%
BBA
697
BLB&B Advisors
Pennsylvania
$900K -$49K -674 -5%
ECA
698
Elevated Capital Advisors
Utah
$900K +$63.3K +871 +8%
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$890K -$17.3K -238 -2%
CB
700
CNB Bank
Pennsylvania
$888K +$137K +1,881 +19%

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.