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Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
901
Freedom Investment Management
Connecticut
$507K +$247K +3,079 +107%
ACP
902
Aveo Capital Partners
Colorado
$505K +$13.5K +168 +3%
AIA
903
Arbor Investment Advisors
North Carolina
$505K +$72.3K +900 +18%
HC
904
Hoese & Co
Minnesota
$504K -$47.4K -590 -9%
LFA
905
Legacy Financial Advisors
Kentucky
$504K +$8.27K +103 +2%
DY
906
Dowling & Yahnke
California
$503K +$24.1K +300 +5%
FPIS
907
Financial Planning & Information Services
Wisconsin
$500K -$50.7K -631 -10%
FEM
908
Fulcrum Equity Management
Texas
$498K +$4.42K +55 +0.9%
FCCM
909
First City Capital Management
Georgia
$498K +$16.2K +202 +4%
FHA
910
First Horizon Advisors
Tennessee
$497K -$188K -2,342 -29%
CWAG
911
Compton Wealth Advisory Group
Virginia
$497K +$241 +3 +0.1%
LCM
912
Laurion Capital Management
New York
$497K +$470K +5,852 New
AA
913
Apriem Advisors
California
$496K +$56.2K +700 +14%
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$495K
BWM
915
Birchcreek Wealth Management
Ohio
$489K
KFGK
916
Keystone Financial Group (Kentucky)
Kentucky
$488K +$3.05K +38 +0.7%
ST
917
Spinnaker Trust
Maine
$488K +$13.7K +170 +3%
FG
918
Fiduciary Group
Georgia
$485K -$321 -4 -0.1%
RIA
919
Realta Investment Advisors
Delaware
$484K +$23.1K +288 +5%
Verition Fund Management
920
Verition Fund Management
Connecticut
$482K -$252K -3,136 -36%
CGL
921
Clarius Group LLC
Washington
$481K
MYIA
922
Mount Yale Investment Advisors
Colorado
$481K +$18.1K +225 +4%
CC
923
Chicago Capital
Illinois
$479K
EGA
924
E&G Advisors
Texas
$477K
MLL
925
Moody Lynn & Lieberson
Massachusetts
$477K

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.