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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
MNBTD
826
Moody National Bank Trust Division
Texas
$552K
CTA
827
Colonial Trust Advisors
South Carolina
$550K +$26.3K +326 +4%
BFA
828
Beacon Financial Advisory
Ohio
$548K -$25.6K -317 -4%
S
829
SignatureFD
Georgia
$548K +$205K +2,534 +47%
WF
830
Welch & Forbes
Massachusetts
$547K +$32.8K +406 +5%
EH
831
Equitable Holdings
New York
$545K +$27.1K +336 +4%
FMB
832
Field & Main Bank
Kentucky
$542K +$2.34K +29 +0.4%
CDH
833
Charles D. Hyman
$541K +$3.88K +48 +0.6%
PTP
834
Platform Technology Partners
New York
$539K +$32.9K +408 +6%
Pacer Advisors
835
Pacer Advisors
Pennsylvania
$538K -$8M -99,150 -93%
CT
836
Colonial Trust
South Carolina
$538K +$628K +7,784 New
RBC
837
Romano Brothers & Co
Illinois
$538K +$642K +7,950 New
AWAP
838
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$534K -$8.96K -111 -1%
RIG
839
Roosevelt Investment Group
New York
$532K
DOA
840
D'Orazio & Associates
Virginia
$528K +$6.22K +77 +1%
IRC
841
Investors Research Corp
Georgia
$527K
ETC
842
Exchange Traded Concepts
Oklahoma
$527K +$242 +3 +0%
RW
843
RVW Wealth
California
$526K
AF
844
Allworth Financial
California
$525K -$13.4K -166 -2%
ACM
845
Adalta Capital Management
New York
$525K
SXL
846
Summit X LLC
Missouri
$523K +$16K +198 +3%
SAM
847
Sawgrass Asset Management
Florida
$522K -$18.9K -234 -3%
SFG
848
Summit Financial Group
West Virginia
$521K -$33.2K -411 -5%
GAM
849
Gotham Asset Management
New York
$518K +$221K +2,742 +58%
PCM
850
Parsons Capital Management
Rhode Island
$516K +$10.4K +129 +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.