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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
876
FinTrust Capital Advisors
South Carolina
$506K -$76.3K -1,014 -14%
FANJ
877
Financial Architects (New Jersey)
New Jersey
$506K -$32K -425 -6%
TC
878
Truvestments Capital
Florida
$506K -$5.64K -75 -1%
HFAS
879
Hummer Financial Advisory Services
Illinois
$503K
GT
880
Greenleaf Trust
Michigan
$502K -$119K -1,577 -20%
NDSI
881
Newman Dignan & Sheerar Inc
Rhode Island
$502K
BIM
882
Bridges Investment Management
Nebraska
$500K -$64K -850 -12%
WI
883
WrapManager Inc
California
$497K +$10.1K +134 +2%
MA
884
MBA Advisors
Pennsylvania
$496K -$52.7K -700 -10%
PTP
885
Platform Technology Partners
New York
$496K -$26.3K -350 -5%
PFGIA
886
Patriot Financial Group Insurance Agency
Massachusetts
$495K +$11.8K +157 +3%
AWM
887
Aevitas Wealth Management
Massachusetts
$495K +$40K +531 +9%
MAM
888
Mystic Asset Management
Rhode Island
$494K +$473K +6,289 New
HC
889
Henshaw Capital
Massachusetts
$493K
FPAS
890
Focus Partners Advisor Solutions
Missouri
$488K +$468K +6,221 New
AT
891
Arden Trust
Delaware
$487K -$2.11K -28 -0.4%
MAP
892
Milestone Advisory Partners
North Carolina
$487K +$81.3K +1,080 +21%
BL
893
Balentine LLC
Georgia
$487K +$203K +2,703 +77%
SAM
894
Summit Asset Management
Tennessee
$486K +$16.9K +224 +4%
Nomura Holdings
895
Nomura Holdings
Japan
$483K +$463K +6,153 New
CGL
896
Clarius Group LLC
Washington
$481K +$61.5K +817 +15%
BEI
897
Benjamin Edwards Inc
Missouri
$477K +$408K +5,429 +840%
CIM
898
CIM Investment Management
Pennsylvania
$474K -$8.95K -119 -2%
CFMC
899
Curbstone Financial Management Corp
New Hampshire
$467K -$7.52K -100 -2%
GP
900
Girard Partners
Pennsylvania
$465K -$135K -1,794 -23%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.