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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
826
Romano Brothers & Co
Illinois
$377K +$65.2K +1,200 +20%
Jones Financial Companies
827
Jones Financial Companies
Missouri
$376K -$150K -2,766 -28%
WHG
828
Westwood Holdings Group
Texas
$376K -$815 -15 -0.2%
RMC
829
Resources Management Corp
Connecticut
$376K +$267K +4,914 +210%
VI
830
Versor Investments
New York
$375K +$393K +7,233 New
PFGIA
831
Patriot Financial Group Insurance Agency
Massachusetts
$372K -$8.64K -159 -2%
PCM
832
Parsons Capital Management
Rhode Island
$364K
ATPW
833
Ashton Thomas Private Wealth
Arizona
$364K -$341K -6,269 -47%
CGL
834
Clarius Group LLC
Washington
$363K +$160K +2,951 +73%
MCM
835
Manchester Capital Management
Vermont
$363K -$1.02M -18,713 -73%
CSC
836
Caldwell Sutter Capital
California
$362K +$201K +3,695 +112%
SXL
837
Summit X LLC
Missouri
$362K -$10.5K -194 -3%
Acadian Asset Management
838
Acadian Asset Management
Massachusetts
$360K -$5.77M -106,167 -94%
NB
839
Northwest Bancshares
Pennsylvania
$356K
CWP
840
Concord Wealth Partners
Virginia
$356K +$110K +2,025 +42%
FMLI
841
Fukoku Mutual Life Insurance
Japan
$355K
FBB
842
Fulton Breakefield Broenniman
Maryland
$353K -$22.4K -412 -6%
C
843
CEDRUS
Colorado
$352K -$3.97K -73 -1%
ALAM
844
Asahi Life Asset Management
Japan
$351K +$369K +6,780 New
SFG
845
Summit Financial Group
West Virginia
$349K -$24.1K -443 -6%
AFT
846
Alpha Family Trust
California
$348K +$365K +6,720 New
GIA
847
Gateway Investment Advisers
Ohio
$347K -$49.5K -911 -12%
IB
848
Intrust Bank
Kansas
$346K +$25.9K +476 +8%
VFA
849
Voya Financial Advisors
Connecticut
$344K +$25.8K +474 +8%
HAIM
850
Hunter Associates Investment Management
Pennsylvania
$343K -$23.1K -425 -6%

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.