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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
851
Principle Wealth Partners
Connecticut
$478K
BIA
852
Bigelow Investment Advisors
Maine
$477K -$189K -2,482 -28%
TC
853
Truvestments Capital
Florida
$476K -$16K -210 -3%
HC
854
Hoese & Co
Minnesota
$476K
SG
855
StoneX Group
New York
$476K +$97.1K +1,274 +24%
SIM
856
Sentry Investment Management
Wisconsin
$473K -$132K -1,737 -21%
FPIS
857
Financial Planning & Information Services
Wisconsin
$472K -$7.4K -97 -1%
SP
858
Symmetry Partners
Connecticut
$472K
MAM
859
Meeder Asset Management
Ohio
$470K -$19K -249 -4%
HFAS
860
Hummer Financial Advisory Services
Illinois
$467K
NDSI
861
Newman Dignan & Sheerar Inc
Rhode Island
$466K
FHA
862
First Horizon Advisors
Tennessee
$460K +$427K +5,594 +776%
HC
863
Henshaw Capital
Massachusetts
$458K +$143K +1,879 +43%
CBFP
864
Cedar Brook Financial Partners
Ohio
$458K -$38.8K -509 -8%
AT
865
Arden Trust
Delaware
$455K +$188K +2,470 +66%
FLPIM
866
F.L. Putnam Investment Management
Massachusetts
$452K -$229 -3 -0%
WI
867
WrapManager Inc
California
$452K +$128K +1,674 +37%
CIM
868
CIM Investment Management
Pennsylvania
$450K -$2.82K -37 -0.6%
CICI
869
Capital Investment Counsel Inc
North Carolina
$448K
CFS
870
CRA Financial Services
New Jersey
$448K +$5.72K +75 +1%
PFGIA
871
Patriot Financial Group Insurance Agency
Massachusetts
$448K +$52.8K +692 +13%
NG
872
Northstar Group
New York
$447K -$10.3K -135 -2%
LTI
873
Laffer Tengler Investments
Tennessee
$446K +$203K +2,667 +78%
APG
874
Abacus Planning Group
South Carolina
$444K -$11.8K -155 -2%
SC
875
Scotia Capital
Ontario, Canada
$442K -$6.71K -88 -1%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.