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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
FRA
776
Front Row Advisors
California
$687K +$79.2K +1,090 +14%
TCM
777
Tuttle Capital Management
Connecticut
$687K +$657K +9,046 New
SCM
778
Spreng Capital Management
Ohio
$683K -$5.45K -75 -0.8%
BIA
779
Bigelow Investment Advisors
Maine
$682K +$16.9K +232 +3%
BWM
780
BCGM Wealth Management
Indiana
$680K +$96.3K +1,326 +19%
SFO
781
Stokes Family Office
Louisiana
$678K +$31.1K +428 +5%
IIA
782
ICW Investment Advisors
Arizona
$670K +$37.3K +513 +6%
NFGCM
783
Norman Fields Gottscho Capital Management
New York
$665K +$162K +2,225 +34%
SS
784
Simplicity Solutions
Minnesota
$664K -$5.13M -70,658 -89%
MSR
785
Main Street Research
Connecticut
$664K -$13.9K -191 -2%
NFG
786
Next Financial Group
Texas
$663K -$167K -2,293 -21%
GL
787
Graypoint LLC
New York
$662K -$53K -729 -8%
CP
788
Camelot Portfolios
Ohio
$659K +$630K +8,680 New
SEM
789
Strategic Equity Management
Arizona
$658K -$9.73K -134 -2%
FA
790
FMA Advisory
Pennsylvania
$658K +$13.5K +186 +2%
OPS
791
Orion Portfolio Solutions
Nebraska
$658K +$16K +220 +3%
SWA
792
Stratos Wealth Advisors
Ohio
$652K -$31.7K -437 -5%
SBIA
793
Sheaff Brock Investment Advisors
Indiana
$647K
ANTB
794
AMG National Trust Bank
Colorado
$643K -$62.3K -857 -9%
HL
795
HeadInvest LLC
Maine
$639K +$218K +2,995 +55%
CL
796
CSS LLC
Illinois
$638K -$170K -2,346 -22%
FTC
797
Farmers Trust Company
Ohio
$638K +$272K +3,750 +81%
ACM
798
AlphaStar Capital Management
North Carolina
$636K +$608K +8,377 New
PSP
799
Principal Street Partners
Tennessee
$631K -$111K -1,532 -16%
SA
800
Strategic Advisors
New York
$631K -$5.81K -80 -1%

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.