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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
801
Level Four Advisory Services
Texas
$600K -$418K -5,176 -37%
SWA
802
Stratos Wealth Advisors
Ohio
$597K -$208K -2,573 -23%
AAS
803
Ameritas Advisory Services
Nebraska
$595K +$32.2K +399 +5%
IMOV
804
Investment Management of Virginia
Virginia
$593K +$27.3K +338 +4%
BFC
805
Blue Fin Capital
Rhode Island
$592K
FFIC
806
First Fiduciary Investment Counsel
Ohio
$591K
VFA
807
Voya Financial Advisors
Connecticut
$587K +$57K +706 +9%
PFM
808
Parsec Financial Management
North Carolina
$587K +$124K +1,542 +22%
BIA
809
Bigelow Investment Advisors
Maine
$586K +$83K +1,028 +14%
ERIM
810
Eagle Ridge Investment Management
Connecticut
$581K -$27.8K -344 -4%
CA
811
Cullinan Associates
Kentucky
$581K -$24.2K -300 -3%
1IA
812
1834 Investment Advisors
Wisconsin
$578K -$493K -6,109 -42%
PTC
813
Philadelphia Trust Company
Pennsylvania
$577K +$42K +520 +7%
SIA
814
Schechter Investment Advisors
Michigan
$576K -$68.4K -847 -9%
KA
815
Kovack Advisors
Florida
$575K -$297K -3,679 -31%
WFI
816
West Family Investments
California
$572K +$95.1K +1,178 +17%
MAP
817
Milestone Advisory Partners
North Carolina
$567K +$80.7K +1,000 +14%
SC
818
Savant Capital
Illinois
$566K -$2.75K -34 -0.4%
GG
819
Gleason Group
Kentucky
$566K +$5.49K +68 +0.8%
CC
820
Centiva Capital
New York
$563K +$658K +8,153 New
MA
821
Montag & Associates
Georgia
$556K
AF
822
Advisornet Financial
Minnesota
$556K +$15.5K +192 +2%
BC
823
Bartlett & Co
Ohio
$555K -$2.1K -26 -0.3%
BCWM
824
Bartlett & Co Wealth Management
Ohio
$555K -$2.1K -26 -0.3%
FMAEN1
825
Fund Management at Engine No 1
California
$553K -$15.3K -190 -2%

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.