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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
801
Gleason Group
Kentucky
$627K +$4.82K +64 +0.8%
CTA
802
Colonial Trust Advisors
South Carolina
$623K -$70.7K -940 -11%
MOS
803
MGO One Seven
Ohio
$620K +$235K +3,125 +66%
FBB
804
Fulton Breakefield Broenniman
Maryland
$616K +$53.7K +714 +10%
RC
805
Rovin Capital
Arizona
$613K +$587K +7,801 New
AF
806
Advisornet Financial
Minnesota
$612K -$5.57K -74 -0.9%
CDH
807
Charles D. Hyman
$612K +$7.52K +100 +1%
AWAP
808
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$610K
BFA
809
Beacon Financial Advisory
Ohio
$609K +$150 +2 +0%
SIM
810
Sentry Investment Management
Wisconsin
$608K +$94.9K +1,261 +19%
HCA
811
Harbour Capital Advisors
Virginia
$607K +$213K +2,825 +58%
CBT
812
CoreFirst Bank & Trust
Kansas
$606K
RIG
813
Roosevelt Investment Group
New York
$604K +$166K +2,209 +40%
ANTB
814
AMG National Trust Bank
Colorado
$602K -$62.5K -830 -10%
IRC
815
Investors Research Corp
Georgia
$602K
1IA
816
1834 Investment Advisors
Wisconsin
$599K +$62.2K +827 +12%
RW
817
RVW Wealth
California
$598K
ACM
818
Adalta Capital Management
New York
$597K +$572K +7,600 New
IB
819
Intrust Bank
Kansas
$593K -$67K -891 -11%
MSR
820
Main Street Research
Connecticut
$592K -$23.6K -314 -4%
HW
821
Hancock Whitney
Mississippi
$591K -$106K -1,410 -16%
CCM
822
Compton Capital Management
Rhode Island
$591K -$15K -200 -3%
GSEP
823
Golden State Equity Partners
California
$590K -$9.33K -124 -2%
DOA
824
D'Orazio & Associates
Virginia
$590K
PA
825
Procyon Advisors
Connecticut
$587K +$37.3K +496 +7%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.