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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
CFMC
876
Curbstone Financial Management Corp
New Hampshire
$442K
ACP
877
Aveo Capital Partners
Colorado
$437K +$2.13K +28 +0.5%
FCCM
878
First City Capital Management
Georgia
$435K
SAM
879
Summit Asset Management
Tennessee
$435K +$458 +6 +0.1%
FG
880
Fiduciary Group
Georgia
$435K +$26K +341 +6%
FHB
881
First Hawaiian Bank
Hawaii
$432K -$2.82K -37 -0.6%
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$426K
AMIM
883
Aull & Monroe Investment Management
Alabama
$425K -$2.29K -30 -0.5%
ISB
884
Iowa State Bank
Iowa
$423K -$1.81M -23,723 -80%
OPCM
885
Osborne Partners Capital Management
California
$422K -$61K -800 -12%
AWM
886
Aevitas Wealth Management
Massachusetts
$422K -$2.9K -38 -0.7%
FEM
887
Fulcrum Equity Management
Texas
$421K +$3.66K +48 +0.8%
BWM
888
Birchcreek Wealth Management
Ohio
$420K
MFW
889
Meristem Family Wealth
Minnesota
$420K +$12.7K +167 +3%
CC
890
Chicago Capital
Illinois
$419K -$19.1K -250 -4%
KFGK
891
Keystone Financial Group (Kentucky)
Kentucky
$418K -$4.04K -53 -0.9%
ZIC
892
ZWJ Investment Counsel
Georgia
$413K
DY
893
Dowling & Yahnke
California
$413K +$21.4K +280 +5%
MLL
894
Moody Lynn & Lieberson
Massachusetts
$409K
TC
895
Toews Corporation
New Jersey
$409K +$427K +5,600 New
CW
896
CreativeOne Wealth
Kansas
$408K -$13K -171 -3%
LFA
897
Legacy Financial Advisors
Kentucky
$408K -$6.56K -86 -2%
ACS
898
Archford Capital Strategies
Illinois
$408K +$2.52K +33 +0.6%
ST
899
Spinnaker Trust
Maine
$407K
SC
900
Sawyer & Company
Massachusetts
$406K -$6.86K -90 -2%

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.