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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
726
Bank of Hawaii
Hawaii
$494K +$49.8K +916 +11%
SAM
727
Shell Asset Management
Netherlands
$493K -$14.6K -268 -3%
Wealth Enhancement Advisory Services
728
Wealth Enhancement Advisory Services
Minnesota
$492K +$517K +9,503 New
SWK
729
Stephen W. Kidder
$489K
BBA
730
BLB&B Advisors
Pennsylvania
$487K -$33.8K -622 -6%
CC
731
Cipher Capital
New York
$486K +$510K +9,382 New
SFI
732
SPC Financial Inc
Maryland
$483K -$40K -735 -7%
SWM
733
Salvus Wealth Management
New Jersey
$482K +$11.7K +215 +2%
FAIM
734
Financial Advocates Investment Management
Washington
$482K +$10.4K +191 +2%
V
735
VeraBank
Texas
$481K -$16.3K -300 -3%
FFA
736
First Foundation Advisors
California
$481K +$7.77K +143 +2%
SFA
737
Sequoia Financial Advisors
Ohio
$478K +$115K +2,108 +30%
Balyasny Asset Management
738
Balyasny Asset Management
Illinois
$477K +$501K +9,219 New
WSFS
739
Wilmington Savings Fund Society
Delaware
$476K +$8.26K +152 +2%
SFO
740
Stokes Family Office
Louisiana
$475K -$1.85K -34 -0.4%
PA
741
Prossimo Advisors
California
$473K +$32.6K +600 +7%
CS
742
Comerica Securities
Michigan
$466K +$37.5K +690 +8%
FBT
743
First Bankers Trust
Kentucky
$465K
TBA
744
Tower Bridge Advisors
Pennsylvania
$463K -$278K -5,121 -36%
CCM
745
Cullen Capital Management
New York
$463K -$5.16K -95 -1%
CFP
746
Catalyst Financial Partners
Massachusetts
$463K +$99.9K +1,837 +26%
SAM
747
Sawgrass Asset Management
Florida
$461K +$155K +2,845 +47%
LKIM
748
Lawson Kroeker Investment Management
Nebraska
$459K
CCA
749
Cobblestone Capital Advisors
New York
$458K -$7.07K -130 -1%
GC
750
Grimes & Company
Massachusetts
$458K -$10.3K -190 -2%

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.