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Dominion Energy

1,202 hedge funds and large institutions have $27.4B invested in Dominion Energy in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 408 increasing their positions, 530 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $305M | Put options by funds: $173M

1.65% more ownership

Funds ownership: 71.68%73.33% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less funds holding

Funds holding: 1,2821,202 (-80)

12% less capital invested

Capital invested by funds: $31.1B → $27.4B (-$3.65B)

23% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 530

43% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 148

Holders
1,202
Holders Change
-80
Holders Change %
-6.24%
% of All Funds
19.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
85
Increased
408
Reduced
530
Closed
148
Calls
$305M
Puts
$173M
Net Calls
+$132M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
51
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$69.1M +$34.8K +701 +0%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$67.9M -$1.76M -35,505 -2%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.3M +$14.6M +294,609 +24%
Jennison Associates
54
Jennison Associates
New York
$63.8M
UBS Group
55
UBS Group
Switzerland
$61.7M -$1.14M -22,912 -2%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$60.2M +$15.9M +320,772 +31%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$59.6M -$2.51M -50,509 -4%
LPL Financial
58
LPL Financial
California
$59.4M +$2.01M +40,455 +3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$55.1M -$4.31M -86,807 -7%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$54.5M +$42.2M +849,568 +229%
MBA
61
Maple-Brown Abbott
Australia
$52.5M -$1.16M -23,280 -2%
AllianceBernstein
62
AllianceBernstein
Tennessee
$51.5M -$540K -10,875 -0.9%
CS
63
Credit Suisse
Switzerland
$51M +$2.03M +40,861 +4%
APG Asset Management
64
APG Asset Management
Netherlands
$50.1M -$7.09M -142,824 -11%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$49.4M -$4.09M -82,325 -7%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$44.5M -$412K -8,300 -0.8%
Principal Financial Group
67
Principal Financial Group
Iowa
$42.3M -$200K -4,037 -0.4%
Axa
68
Axa
France
$40.8M +$10.1M +202,678 +28%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$39M -$9.05M -182,293 -17%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$39M +$8.32M +167,551 +27%
Citigroup
71
Citigroup
New York
$38.5M +$14.5M +292,175 +51%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$36.6M +$9.98M +201,005 +33%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$35.9M +$3.47M +69,869 +10%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$35.8M -$463K -9,324 -1%
Macquarie Group
75
Macquarie Group
Australia
$35.4M +$2.25M +45,291 +6%

D Hedge Fund Activity: Q3 2023 in Review

1,202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2023, worth a combined $27.4B — down 12% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of D and 85 opened new positions — a net loss of 63 holders — while 530 trimmed existing stakes and 408 added.

The largest buyer was Wellington Management Group, adding an estimated $700M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $186M sold.

  • 1,202 institutional investors held Dominion Energy (D) as of Q3 2023, down from 1,282 in Q2 2023.
  • Funds reported $27.4B of Dominion Energy stock for Q3 2023, down 12% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q3 2023 and 148 closed out, a net change of -63 holders.
  • The largest Dominion Energy buyer in Q3 2023 was Wellington Management Group, an estimated $700M added.
  • The largest Dominion Energy seller in Q3 2023 was Point72 Asset Management, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.