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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
AWM
901
Altium Wealth Management
New York
$403K +$48.7K +639 +13%
WW
902
Westshore Wealth
California
$402K -$171K -2,248 -29%
WP
903
WealthSource Partners
California
$401K +$24K +315 +6%
RIG
904
Roosevelt Investment Group
New York
$400K -$2.9K -38 -0.7%
IHL
905
Investment House LLC
California
$400K
AC
906
Alexandria Capital
Virginia
$397K -$76.8K -1,007 -16%
CSIC
907
Clifford Swan Investment Counsel
California
$397K
DAC
908
Dividend Assets Capital
South Carolina
$396K -$29.4K -386 -7%
ERIM
909
Eagle Ridge Investment Management
Connecticut
$396K -$11.7K -154 -3%
GWS
910
Glassman Wealth Services
Virginia
$396K +$34K +446 +9%
Lido Advisors
911
Lido Advisors
California
$395K +$146K +1,916 +55%
CWAG
912
Compton Wealth Advisory Group
Virginia
$392K
PFM
913
Parsec Financial Management
North Carolina
$390K -$10.1K -133 -2%
PSP
914
Principal Street Partners
Tennessee
$388K +$31.9K +419 +9%
EGA
915
E&G Advisors
Texas
$388K +$406K +5,319 New
CGL
916
Clarius Group LLC
Washington
$387K +$42.3K +555 +12%
AA
917
Apriem Advisors
California
$387K +$108K +1,420 +37%
CIBC World Market
918
CIBC World Market
Ontario, Canada
$382K -$37K -485 -8%
AF
919
Allworth Financial
California
$382K +$256K +3,357 +179%
HI
920
Horizon Investments
North Carolina
$381K +$15.1K +198 +4%
FF
921
FourThought Financial
Florida
$380K +$47K +616 +13%
JWM
922
Jupiter Wealth Management
Colorado
$378K
DWT
923
Dorsey & Whitney Trust
South Dakota
$378K +$11.8K +155 +3%
MAM
924
Marotta Asset Management
Virginia
$378K
LGA
925
Lebenthal Global Advisors
New York
$377K -$153 -2 -0%

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.