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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
51
Epoch Investment Partners
New York
$127M -$14.6M -201,243 -11%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$123M -$5.38M -74,113 -4%
JP Morgan Chase
53
JP Morgan Chase
New York
$123M +$4.36M +60,065 +4%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$119M +$26.3M +362,461 +30%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$114M -$2.42M -33,352 -2%
MBA
56
Maple-Brown Abbott
Australia
$111M +$20M +274,920 +23%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$110M -$1.51M -20,850 -1%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$106M -$2.88M -39,601 -3%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$104M -$7.31M -100,663 -7%
DC
60
Davenport & Co
Virginia
$99.3M -$844K -11,622 -0.9%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$97.6M +$10.3M +142,412 +12%
CS
62
Credit Suisse
Switzerland
$96.3M +$10.9M +149,536 +13%
AQR Capital Management
63
AQR Capital Management
Connecticut
$95M +$19.1M +263,377 +26%
First Trust Advisors
64
First Trust Advisors
Illinois
$93.4M -$5.83M -80,215 -6%
National Pension Service
65
National Pension Service
South Korea
$88.4M +$6.34M +87,327 +8%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$87.2M -$2.65M -36,448 -3%
RFC
67
Regions Financial Corp
Alabama
$86.9M +$1.19M +16,389 +1%
Barclays
68
Barclays
United Kingdom
$85.7M -$15.3M -210,969 -16%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$85.5M -$18.1M -249,392 -18%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$84M -$8.4M -115,621 -9%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.5M +$114K +1,573 +0.1%
RJA
72
Raymond James & Associates
Florida
$79.1M -$5.35M -73,691 -7%
AAMU
73
Amundi Asset Management US
Massachusetts
$78M +$4.5M +61,934 +6%
ZP
74
Zimmer Partners
New York
$74.2M +$71M +977,100 New
Principal Financial Group
75
Principal Financial Group
Iowa
$72.7M -$6.75M -92,920 -9%

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.