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Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
801
XTX Topco
Cayman Islands
$714K +$224K +2,784 +50%
AAS
802
Ameritas Advisory Services
Nebraska
$704K +$12.4K +155 +2%
BFA
803
Beacon Financial Advisory
Ohio
$701K +$40.4K +503 +6%
ANTB
804
AMG National Trust Bank
Colorado
$694K +$40.2K +500 +7%
BOPW
805
Brandywine Oak Private Wealth
Pennsylvania
$685K -$205K -2,550 -24%
MA
806
Montag & Associates
Georgia
$683K
SFG
807
Summit Financial Group
West Virginia
$683K
GG
808
Gleason Group
Kentucky
$683K +$5.22K +65 +0.8%
BCWM
809
Bartlett & Co Wealth Management
Ohio
$680K -$26.1K -325 -4%
BC
810
Bartlett & Co
Ohio
$680K -$26.1K -325 -4%
CTA
811
Colonial Trust Advisors
South Carolina
$679K +$4.42K +55 +0.7%
NB
812
Northwest Bancshares
Pennsylvania
$672K -$16.1K -200 -2%
KMWM
813
Keudell/Morrison Wealth Management
Oregon
$672K +$45.9K +572 +8%
AWAP
814
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$666K +$5.38K +67 +0.9%
MLA
815
My Legacy Advisors
Oregon
$664K +$628K +7,817 New
IRC
816
Investors Research Corp
Georgia
$663K +$11K +137 +2%
CDH
817
Charles D. Hyman
$662K
ATPW
818
Ashton Thomas Private Wealth
Arizona
$659K +$105K +1,304 +20%
AF
819
Advisornet Financial
Minnesota
$658K -$3.85K -48 -0.6%
AWM
820
Adams Wealth Management
Utah
$657K -$102K -1,272 -14%
DMBA
821
Deseret Mutual Benefit Administrators
Utah
$656K +$254K +3,157 +69%
SS
822
Sunbelt Securities
Texas
$654K -$188K -2,344 -23%
RIG
823
Roosevelt Investment Group
New York
$654K
WI
824
WrapManager Inc
California
$654K +$110K +1,372 +22%
VAS
825
Vestmark Advisory Solutions
Massachusetts
$653K +$69K +859 +13%

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.