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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
IMOV
776
Investment Management of Virginia
Virginia
$590K +$39K +512 +7%
SFG
777
Summit Financial Group
West Virginia
$587K
GT
778
Greenleaf Trust
Michigan
$581K -$42.3K -555 -7%
MA
779
Montag & Associates
Georgia
$581K -$10.1K -133 -2%
GG
780
Gleason Group
Kentucky
$578K +$5.03K +66 +0.8%
ATPW
781
Ashton Thomas Private Wealth
Arizona
$575K +$26.8K +351 +5%
AF
782
Advisornet Financial
Minnesota
$574K +$50.5K +662 +9%
MSR
783
Main Street Research
Connecticut
$573K -$31.9K -418 -5%
FTC
784
Farmers Trust Company
Ohio
$570K -$1.14K -15 -0.2%
AWAP
785
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$567K -$13.9K -182 -2%
HH
786
Hilltop Holdings
Texas
$567K +$39.4K +517 +7%
BFA
787
Beacon Financial Advisory
Ohio
$566K +$1.68K +22 +0.3%
MGWM
788
Marks Group Wealth Management
Minnesota
$565K -$13.9K -182 -2%
CCM
789
Compton Capital Management
Rhode Island
$564K +$15.3K +200 +3%
RB
790
Renasant Bank
Mississippi
$564K +$61.8K +810 +12%
GP
791
Girard Partners
Pennsylvania
$563K -$106K -1,388 -15%
CBT
792
CoreFirst Bank & Trust
Kansas
$563K -$103K -1,352 -15%
IWM
793
IHT Wealth Management
Illinois
$561K -$377K -4,943 -39%
GIA
794
Gateway Investment Advisers
Ohio
$561K -$17.9K -235 -3%
CDH
795
Charles D. Hyman
$561K -$7.63K -100 -1%
SBIA
796
Sheaff Brock Investment Advisors
Indiana
$560K -$5.72K -75 -1%
IRC
797
Investors Research Corp
Georgia
$560K
GSEP
798
Golden State Equity Partners
California
$557K +$582K +7,630 New
AIL
799
AGF Investments LLC
Ontario, Canada
$554K -$6.86K -90 -1%
GIM
800
Groesbeck Investment Management
New Jersey
$554K +$579K +7,589 New

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.