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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
CWM
701
Campbell Wealth Management
Virginia
$798K -$89K -1,102 -9%
WT
702
Whittier Trust
California
$798K -$9.77K -121 -1%
DCM
703
Donaldson Capital Management
Indiana
$793K +$50K +619 +6%
WG
704
Welch Group
Alabama
$792K -$26.4K -327 -3%
ABLA
705
Alan B. Lancz & Associates
Ohio
$789K
LNC
706
Lincoln National Corp
Pennsylvania
$786K -$182K -2,258 -17%
DP
707
Dearborn Partners
Illinois
$781K +$24.9K +308 +3%
LIM
708
Leavell Investment Management
Alabama
$779K +$4.12K +51 +0.5%
GT
709
Greenleaf Trust
Michigan
$776K +$47.6K +590 +6%
FMC
710
First Merchants Corp
Indiana
$772K +$17.1K +212 +2%
HIMC
711
Heritage Investors Management Corp
Maryland
$768K
WFS
712
Widmann Financial Services
Maryland
$765K -$23.6K -292 -3%
RWM
713
Ritholtz Wealth Management
New York
$765K +$479K +5,937 +116%
MWM
714
Madison Wealth Management
Ohio
$753K
Bessemer Group
715
Bessemer Group
New Jersey
$752K -$24.7K -306 -3%
MSA
716
Marino Stram & Associates
Massachusetts
$750K +$45.8K +567 +6%
SCI
717
Stableford Capital II
Arizona
$749K +$79.5K +985 +9%
RG
718
Renaissance Group
Kentucky
$742K -$34.7K -430 -4%
WTC
719
WhitTier Trust Company
Nevada
$740K -$9.36K -116 -1%
PPW
720
Parcion Private Wealth
Washington
$739K
KFC
721
Klingenstein Fields & Co
New York
$735K -$8.07K -100 -0.9%
FIA
722
Foundations Investment Advisors
Arizona
$735K +$342K +4,233 +66%
EM
723
Excalibur Management
Massachusetts
$734K -$77.9K -965 -8%
RF
724
Robbins Farley
New Hampshire
$733K +$856K +10,600 New
BC
725
Burney Company
Virginia
$732K -$16K -198 -2%

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.