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Dominion Energy

1,223 hedge funds and large institutions have $31.2B invested in Dominion Energy in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 476 increasing their positions, 480 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $426M | Put options by funds: $197M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

7% more capital invested

Capital invested by funds: $29.1B → $31.2B (+$2.14B)

1.83% more ownership

Funds ownership: 73.96%75.79% (+1.8%)

3% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 114

1% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 480

1% less funds holding

Funds holding: 1,2341,223 (-11)

Holders
1,223
Holders Change
-11
Holders Change %
-0.89%
% of All Funds
17.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
117
Increased
476
Reduced
480
Closed
114
Calls
$426M
Puts
$197M
Net Calls
+$229M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
701
FinTrust Capital Advisors
South Carolina
$426K +$110K +2,356 +37%
PCM
702
Pointe Capital Management
Michigan
$426K
FUBT
703
First United Bank & Trust
Maryland
$421K -$74.2K -1,589 -16%
KA
704
Kovack Advisors
Florida
$421K -$280 -6 -0.1%
1SB
705
1ST Source Bank
Indiana
$419K -$4.67K -100 -1%
PL
706
Perpetual Ltd
Australia
$417K
MFG
707
MidWestOne Financial Group
Iowa
$417K +$4.53K +97 +1%
BCV
708
Banque Cantonale Vaudoise
Switzerland
$416K -$1.24M -26,439 -76%
MGIA
709
Moneta Group Investment Advisors
Missouri
$415K -$13.5K -288 -3%
HCP
710
Hexagon Capital Partners
Arkansas
$415K +$156K +3,330 +65%
DAM
711
Derbend Asset Management
Georgia
$414K +$36.2K +775 +10%
SW
712
SVB Wealth
Massachusetts
$412K -$15.2K -325 -4%
GT
713
Glenview Trust
Kentucky
$410K -$30.4K -650 -7%
SWM
714
SeaCrest Wealth Management
New York
$410K -$342K -7,317 -47%
MW
715
Marcum Wealth
Ohio
$407K +$122K +2,612 +46%
AAS
716
Ameritas Advisory Services
Nebraska
$406K +$147K +3,152 +65%
FMC
717
First Merchants Corp
Indiana
$404K -$52K -1,113 -12%
CBNLCF
718
Cognios Beta Neutral Large Cap Fund
Kansas
$403K +$383K +8,194 New
CCM
719
Cullen Capital Management
New York
$397K +$9.76K +209 +3%
ACA
720
Aptus Capital Advisors
Alabama
$396K +$77.4K +1,657 +26%
MCM
721
Mainstay Capital Management
Michigan
$392K +$102K +2,174 +38%
SP
722
Systematic Portfolios
New York
$391K +$371K +7,950 New
NS
723
NBC Securities
Alabama
$388K -$2.68M -57,380 -88%
CAM
724
Centre Asset Management
New York
$388K -$12.8K -275 -3%
WT
725
Whittier Trust
California
$386K -$16.8K -359 -4%

D Hedge Fund Activity: Q1 2024 in Review

1,223 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2024, worth a combined $31.2B — up 7.4% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new D positions and 114 closed out — a net gain of 3 holders — while 476 added to existing stakes and 480 trimmed.

The largest buyer was Vanguard Group, adding an estimated $569M. The largest seller was Morgan Stanley, cutting an estimated $340M.

  • 1,223 institutional investors held Dominion Energy (D) as of Q1 2024, down from 1,234 in Q4 2023.
  • Funds reported $31.2B of Dominion Energy stock for Q1 2024, up 7.4% quarter-over-quarter.
  • 117 funds opened new Dominion Energy positions in Q1 2024 and 114 closed out, a net change of +3 holders.
  • The largest Dominion Energy buyer in Q1 2024 was Vanguard Group, an estimated $569M added.
  • The largest Dominion Energy seller in Q1 2024 was Morgan Stanley, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2024.