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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
751
Stokes Family Office
Louisiana
$659K +$6.02K +79 +0.9%
1SB
752
1ST Source Bank
Indiana
$656K +$9.84K +129 +1%
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$654K -$106K -1,396 -13%
HW
754
Hancock Whitney
Mississippi
$652K -$9.31M -122,052 -93%
TP
755
Tranquility Partners
Tennessee
$652K +$169K +2,216 +33%
MA
756
Mutual Advisors
Nebraska
$650K -$76.3K -1,001 -10%
TA
757
Tectonic Advisors
Texas
$650K +$44.5K +583 +7%
CTA
758
Colonial Trust Advisors
South Carolina
$648K -$7.63K -100 -1%
FFIC
759
First Fiduciary Investment Counsel
Ohio
$646K -$381 -5 -0.1%
SIM
760
Stratos Investment Management
Ohio
$646K +$675K +8,849 New
EPWM
761
Essex Private Wealth Management
Massachusetts
$644K -$17.1K -224 -2%
SCM
762
Spreng Capital Management
Ohio
$644K -$5.72K -75 -0.8%
FA
763
FMA Advisory
Pennsylvania
$643K +$10.4K +136 +2%
MGIA
764
Moneta Group Investment Advisors
Missouri
$641K -$1.22K -16 -0.2%
GL
765
Graypoint LLC
New York
$630K +$3.66K +48 +0.6%
CCM
766
Cullen Capital Management
New York
$622K +$119K +1,566 +23%
ANTB
767
AMG National Trust Bank
Colorado
$620K +$9.91K +130 +2%
IB
768
Intrust Bank
Kansas
$616K +$79.1K +1,037 +14%
SMC
769
Smith, Moore & Co
Missouri
$615K +$19.1K +250 +3%
TCM
770
Teza Capital Management
Illinois
$601K -$1.55M -20,351 -71%
CT
771
Cambridge Trust
Massachusetts
$600K +$13.3K +175 +2%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$597K -$287K -3,760 -31%
BC
773
Bartlett & Co
Ohio
$597K -$287K -3,760 -31%
TI
774
Tidal Investments
Wisconsin
$591K -$32.8K -430 -5%
NB
775
Northwest Bancshares
Pennsylvania
$590K +$7.63K +100 +1%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.