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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
PMAM
676
Penn Mutual Asset Management
Pennsylvania
$859K
BAMF
677
BI Asset Management Fondsmaeglerselskab
Denmark
$858K +$701K +8,687 +233%
WWM
678
Western Wealth Management
Colorado
$848K +$36.6K +454 +4%
DMBA
679
Deseret Mutual Benefit Administrators
Utah
$848K +$67.2K +832 +7%
MAM
680
Meeder Asset Management
Ohio
$848K +$149K +1,842 +18%
MGP
681
Metis Global Partners
California
$844K +$6.05K +75 +0.6%
BFIC
682
Bedell Frazier Investment Counselling
California
$839K +$980K +12,140 New
PT
683
Plimoth Trust
Massachusetts
$838K -$23.8K -295 -2%
TT
684
TI-Trust
Illinois
$838K
LC
685
Lindbrook Capital
California
$838K +$101K +1,257 +12%
ST
686
Smithfield Trust
Pennsylvania
$836K -$20.2K -250 -2%
GLA
687
Good Life Advisors
Pennsylvania
$834K +$10.3K +128 +1%
CAAS
688
Capital Asset Advisory Services
Michigan
$831K +$178K +2,209 +23%
MW
689
Marcum Wealth
Ohio
$828K +$41.7K +516 +4%
PHK
690
Point72 Hong Kong
Hong Kong
$827K +$707K +8,757 +272%
HSA
691
HBK Sorce Advisory
Pennsylvania
$826K +$76.3K +945 +9%
HWM
692
HB Wealth Management
Georgia
$824K +$34.2K +424 +4%
TA
693
Tectonic Advisors
Texas
$823K +$78.4K +971 +9%
CTA
694
Chesley Taft & Associates
Illinois
$822K
OPS
695
Orion Portfolio Solutions
Nebraska
$817K +$172K +2,133 +22%
EWM
696
Endurance Wealth Management
Rhode Island
$813K -$391K -4,846 -29%
SAM
697
Shell Asset Management
Netherlands
$804K -$807K -9,997 -46%
IWM
698
IHT Wealth Management
Illinois
$802K +$225K +2,790 +32%
EP
699
Eudaimonia Partners
Tennessee
$801K -$852K -10,549 -48%
FPAS
700
Focus Partners Advisor Solutions
Missouri
$798K -$187K -2,321 -17%

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.