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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
MCM
676
Maryland Capital Management
Maryland
$819K -$46K -603 -5%
SIC
677
Salem Investment Counselors
North Carolina
$819K +$57.6K +755 +7%
KFC
678
Klingenstein Fields & Co
New York
$812K -$14K -184 -2%
WA
679
Wealth Alliance
New York
$812K +$219K +2,871 +35%
MWM
680
Madison Wealth Management
Ohio
$812K +$848K +11,119 New
HIMC
681
Heritage Investors Management Corp
Maryland
$812K +$848K +11,122 New
BBA
682
BLB&B Advisors
Pennsylvania
$811K -$40.5K -531 -5%
WT
683
Whittier Trust
California
$811K -$1.07K -14 -0.1%
CL
684
CSS LLC
Illinois
$811K +$206K +2,700 +32%
Jones Financial Companies
685
Jones Financial Companies
Missouri
$809K -$144K -1,891 -15%
CAG
686
Csenge Advisory Group
Florida
$809K +$73.2K +960 +9%
DP
687
Dearborn Partners
Illinois
$808K +$2.13K +28 +0.3%
PPW
688
Parcion Private Wealth
Washington
$806K +$14K +183 +2%
CFG
689
Citizens Financial Group
Rhode Island
$806K +$329K +4,311 +64%
EM
690
ELCO Management
New York
$800K -$24.7K -324 -3%
AIP
691
Ameritas Investment Partners
Nebraska
$799K -$20K -262 -2%
NA
692
NewEdge Advisors
Louisiana
$797K +$62.2K +816 +8%
CWM
693
Chesapeake Wealth Management
Virginia
$793K -$98.7K -1,294 -11%
LA
694
LVW Advisors
New York
$786K +$6.02K +79 +0.7%
KM
695
Kalos Management
Georgia
$784K -$14.3K -188 -2%
LNC
696
Lincoln National Corp
Pennsylvania
$776K -$193K -2,529 -19%
RF
697
Robbins Farley
New Hampshire
$776K +$810K +10,625 New
FIM
698
Fruth Investment Management
Texas
$769K -$37K -485 -4%
RCM
699
RNC Capital Management
California
$767K +$50.7K +665 +7%
WSFS
700
Wilmington Savings Fund Society
Delaware
$764K

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.