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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
GTCM
826
Gyon Technologies Capital Management
New Jersey
$592K +$567K +7,799 New
CDH
827
Charles D. Hyman
$591K
GG
828
Gleason Group
Kentucky
$591K +$4.07K +56 +0.7%
WG
829
Welch Group
Alabama
$591K +$14.7K +203 +3%
CAMG
830
CWA Asset Management Group
Florida
$589K -$188K -2,592 -25%
BIM
831
Bridges Investment Management
Nebraska
$588K -$49.8K -685 -8%
FBB
832
Fulton Breakefield Broenniman
Maryland
$587K +$122K +1,673 +28%
GT
833
Greenleaf Trust
Michigan
$584K -$84.5K -1,163 -13%
WCA
834
Waratah Capital Advisors
Ontario, Canada
$583K +$120K +1,657 +28%
IRC
835
Investors Research Corp
Georgia
$582K -$15.8K -217 -3%
MGWM
836
Marks Group Wealth Management
Minnesota
$581K +$27.6K +380 +5%
RP
837
Rowlandmiller & Partners
Georgia
$579K +$73 +1 +0%
CST
838
Charles Schwab Trust
Nevada
$578K
FNBTCON
839
First National Bank & Trust Co of Newtown
Pennsylvania
$575K -$14.5K -200 -3%
WW
840
Westshore Wealth
California
$573K +$548K +7,548 New
DOA
841
D'Orazio & Associates
Virginia
$571K
Bessemer Group
842
Bessemer Group
New Jersey
$567K -$217K -2,987 -29%
BJL
843
Brighton Jones LLC
Washington
$565K -$26.7K -367 -5%
RB
844
Renasant Bank
Mississippi
$563K -$35.3K -486 -6%
EH
845
Equitable Holdings
New York
$561K -$5.45K -75 -1%
ALAM
846
Asahi Life Asset Management
Japan
$559K -$2.91K -40 -0.5%
PCM
847
Parsons Capital Management
Rhode Island
$558K -$14.5K -200 -3%
WA
848
Wealth Alliance
New York
$553K -$17.9K -246 -3%
FNWM
849
Financial Network Wealth Management
Utah
$553K
VLKIM
850
Van Lanschot Kempen Investment Management
Netherlands
$553K

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.