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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
676
Boltwood Capital Management
California
$929K -$7.52K -100 -0.8%
CP
677
Camelot Portfolios
Ohio
$929K +$167K +2,216 +23%
WG
678
Welch Group
Alabama
$928K
LNC
679
Lincoln National Corp
Pennsylvania
$926K +$87.1K +1,158 +11%
VIA
680
Vident Investment Advisory
Georgia
$925K -$83.5K -1,110 -9%
APG
681
Abacus Planning Group
South Carolina
$921K +$425K +5,652 +93%
FCM
682
Fourpath Capital Management
Oklahoma
$916K +$878K +11,664 New
AF
683
Arrow Financial
New York
$915K -$29.3K -389 -3%
CCM
684
Canal Capital Management
Virginia
$915K +$128K +1,700 +17%
NIPH
685
NN Investment Partners Holdings
Netherlands
$912K +$873K +11,600 New
CTA
686
Chesley Taft & Associates
Illinois
$911K
NMG
687
New Millennium Group
Utah
$908K +$869K +11,552 New
BMWM
688
Brown Miller Wealth Management
Virginia
$895K -$87.4K -1,162 -9%
OPS
689
Orion Portfolio Solutions
Nebraska
$894K -$44.6K -593 -5%
FWM
690
Frontier Wealth Management
Missouri
$892K -$12.6K -168 -1%
MCM
691
Maryland Capital Management
Maryland
$891K +$8.88K +118 +1%
LIM
692
Leavell Investment Management
Alabama
$889K -$39.5K -525 -4%
SWA
693
Stratos Wealth Advisors
Ohio
$885K +$280K +3,715 +49%
HIMC
694
Heritage Investors Management Corp
Maryland
$874K
BOH
695
Bank of Hawaii
Hawaii
$873K -$47.9K -637 -5%
FCB
696
First Command Bank
Texas
$871K
DP
697
Dearborn Partners
Illinois
$868K -$978 -13 -0.1%
PPW
698
Parcion Private Wealth
Washington
$860K -$12.6K -167 -2%
MWM
699
Madison Wealth Management
Ohio
$856K -$16.6K -221 -2%
AWM
700
Apollon Wealth Management
South Carolina
$852K +$434K +5,769 +114%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.