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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
LA
726
LVW Advisors
New York
$804K +$426K +5,867 +125%
FBT
727
First Bankers Trust
Kentucky
$801K -$136K -1,867 -15%
BFC
728
Blue Fin Capital
Rhode Island
$801K +$3.56K +49 +0.5%
MA
729
Mutual Advisors
Nebraska
$799K +$224K +3,084 +41%
PWLP
730
Prio Wealth Limited Partnership
Massachusetts
$796K -$42.5K -585 -5%
LNWWM
731
Laird Norton Wetherby Wealth Management
California
$795K -$109K -1,503 -13%
WSFS
732
Wilmington Savings Fund Society
Delaware
$795K -$90.8K -1,250 -11%
HT
733
HAP Trading
New York
$794K -$26K -358 -3%
PCAP
734
Pratt Collard Advisory Partners
New York
$789K -$1.52K -21 -0.2%
CSPIA
735
Cary Street Partners Investment Advisory
Virginia
$786K -$1.74M -23,988 -20%
AWA
736
Arete Wealth Advisors
Illinois
$786K -$393K -5,411 -34%
NEI
737
Northwest & Ethical Investments
Ontario, Canada
$785K +$750K +10,330 New
AWMT
738
AAFMAA Wealth Management & Trust
North Carolina
$783K -$2.4M -33,015 -76%
GC
739
Grimes & Company
Massachusetts
$776K +$116K +1,593 +18%
VCA
740
Verdence Capital Advisors
Maryland
$774K +$37.8K +520 +5%
DAM
741
Delta Asset Management
Tennessee
$771K +$4.36K +60 +0.6%
MAFM
742
Mid Atlantic Financial Management
Pennsylvania
$770K +$6.68K +92 +0.9%
JCM
743
Jacobi Capital Management
Pennsylvania
$770K +$11.8K +162 +2%
SFI
744
SPC Financial Inc
Maryland
$765K -$28.7K -395 -4%
JIP
745
Jaffetilchin Investment Partners
Florida
$752K +$249K +3,432 +53%
BCM
746
Brookstone Capital Management
Illinois
$751K +$27.7K +381 +4%
IMRF
747
Illinois Municipal Retirement Fund
Illinois
$749K -$168K -2,309 -19%
Acadian Asset Management
748
Acadian Asset Management
Massachusetts
$739K -$220K -3,031 -24%
GWS
749
Glassman Wealth Services
Virginia
$737K -$29.8K -410 -4%
BAS
750
Brown Advisory Securities
Maryland
$735K -$31.2K -429 -4%

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.