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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
Jones Financial Companies
726
Jones Financial Companies
Missouri
$731K -$83.6K -1,035 -9%
KFI
727
Key Financial Inc
Pennsylvania
$731K +$814K +10,086 +2,042%
Connor, Clark & Lunn Investment Management (CC&L)
728
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$729K +$852K +10,550 New
MGIA
729
Moneta Group Investment Advisors
Missouri
$728K -$47.8K -592 -5%
PWMAG
730
Pinnacle Wealth Management Advisory Group
New Jersey
$727K +$83.6K +1,035 +11%
Voloridge Investment Management
731
Voloridge Investment Management
Florida
$726K -$2.72M -33,709 -76%
MLA
732
My Legacy Advisors
Oregon
$726K +$177K +2,191 +24%
CWS
733
Confluence Wealth Services
Pennsylvania
$724K -$3.23K -40 -0.4%
CA
734
Continuum Advisory
Idaho
$719K -$10.8K -134 -1%
PA
735
Procyon Advisors
Connecticut
$719K +$147K +1,820 +21%
CT
736
Chicago Trust
Illinois
$718K -$64.6K -800 -7%
BBA
737
BLB&B Advisors
Pennsylvania
$715K +$97.5K +1,208 +13%
MCM
738
Maryland Capital Management
Maryland
$714K -$15.3K -190 -2%
AIP
739
Ameritas Investment Partners
Nebraska
$714K
HH
740
Hilltop Holdings
Texas
$713K +$28.4K +352 +4%
FRA
741
Front Row Advisors
California
$704K +$1.21K +15 +0.1%
ANTB
742
AMG National Trust Bank
Colorado
$704K +$170K +2,100 +26%
CFAM
743
Center For Asset Management
Florida
$704K +$199K +2,465 +32%
LA
744
LVW Advisors
New York
$703K -$11.9K -147 -1%
CI
745
Cigna Investments
Connecticut
$702K -$21.6K -267 -3%
TL
746
Tradewinds LLC
North Carolina
$702K +$5.17K +64 +0.6%
AIA
747
Alera Investment Advisors
Illinois
$702K +$22.2K +275 +3%
BCM
748
Boltwood Capital Management
California
$700K -$137K -1,699 -14%
CT
749
Cambridge Trust
Massachusetts
$697K -$150K -1,854 -16%
CFG
750
Citizens Financial Group
Rhode Island
$696K -$2.91K -36 -0.4%

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.