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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
FAIM
701
Financial Advocates Investment Management
Washington
$763K -$19.2K -252 -2%
RI
702
Ridgewood Investments
New Jersey
$763K
EWM
703
Evermay Wealth Management
Virginia
$759K -$19.1K -250 -2%
BWM
704
BCGM Wealth Management
Indiana
$758K +$54K +708 +8%
SCI
705
Stableford Capital II
Arizona
$757K -$16K -210 -2%
AWMT
706
AAFMAA Wealth Management & Trust
North Carolina
$753K
TU
707
TDAM USA
Ontario, Canada
$752K -$109K -1,425 -12%
BAS
708
Brown Advisory Securities
Maryland
$743K +$93K +1,220 +14%
NFG
709
Nations Financial Group
Iowa
$740K +$64.8K +850 +9%
WQ
710
Wealth Quarterback
New Jersey
$740K +$4.68M +61,422 +397%
EF
711
Empirical Finance
Pennsylvania
$739K +$45.8K +601 +6%
FPCG
712
Fort Pitt Capital Group
Pennsylvania
$738K -$48.7K -639 -6%
BA
713
BCM Advisors
Louisiana
$734K
IA
714
IFG Advisory
Georgia
$734K +$35.5K +466 +5%
LNWWM
715
Laird Norton Wetherby Wealth Management
California
$728K -$41.3K -542 -5%
BHWM
716
Bar Harbor Wealth Management
New Hampshire
$727K -$113K -1,481 -13%
V
717
VeraBank
Texas
$727K -$7.63K -100 -1%
CCM
718
Canal Capital Management
Virginia
$727K +$29.3K +384 +4%
VPIM
719
Vanguard Personalized Indexing Management
California
$725K +$103K +1,357 +16%
LFAS
720
Level Four Advisory Services
Texas
$725K +$110K +1,448 +17%
BB
721
Busey Bank
Illinois
$722K +$332K +4,350 +79%
IMRF
722
Illinois Municipal Retirement Fund
Illinois
$720K
AWM
723
Adams Wealth Management
Utah
$715K -$89K -1,167 -11%
MSA
724
Marino Stram & Associates
Massachusetts
$714K +$746K +9,778 New
MAFM
725
Mid Atlantic Financial Management
Pennsylvania
$708K -$43.5K -570 -6%

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.