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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
CAMG
801
CWA Asset Management Group
Florida
$553K -$11.7K -153 -2%
SWA
802
Stratos Wealth Advisors
Ohio
$551K -$353K -4,624 -38%
EH
803
Equitable Holdings
New York
$551K +$11.4K +150 +2%
CST
804
Charles Schwab Trust
Nevada
$550K +$22.2K +291 +4%
Capstone Investment Advisors
805
Capstone Investment Advisors
New York
$550K +$575K +7,536 New
DOA
806
D'Orazio & Associates
Virginia
$549K
PTC
807
Private Trust Company
Ohio
$547K +$74.7K +980 +15%
CCA
808
Checchi Capital Advisers
California
$546K -$90K -1,180 -14%
FCA
809
FinTrust Capital Advisors
South Carolina
$545K -$126K -1,658 -18%
CAAS
810
Capital Asset Advisory Services
Michigan
$545K +$86.8K +1,138 +18%
BCM
811
Bayesian Capital Management
New York
$545K +$235K +3,087 +70%
FNWM
812
Financial Network Wealth Management
Utah
$542K
Vontobel Holding
813
Vontobel Holding
Switzerland
$537K
HB
814
Homrich & Berg
Georgia
$536K -$40.6K -532 -7%
PCM
815
Parsons Capital Management
Rhode Island
$536K
KMWM
816
Keudell/Morrison Wealth Management
Oregon
$535K +$91.2K +1,196 +20%
IFG
817
Independent Financial Group
California
$534K +$14.7K +193 +3%
CPIG
818
Chicago Partners Investment Group
Illinois
$534K +$26.7K +350 +5%
IC
819
IEQ Capital
California
$534K +$262K +3,434 +89%
FNBTCON
820
First National Bank & Trust Co of Newtown
Pennsylvania
$532K -$15.3K -200 -3%
SCA
821
Snowden Capital Advisors
New York
$530K +$41.7K +547 +8%
DWM
822
Doyle Wealth Management
Florida
$528K -$21.2K -278 -4%
BIM
823
Bridges Investment Management
Nebraska
$527K -$18.3K -240 -3%
FBB
824
Fulton Breakefield Broenniman
Maryland
$520K -$45.8K -600 -8%
Koshinski Asset Management
825
Koshinski Asset Management
Illinois
$518K +$11.3K +148 +2%

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.