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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
MLL
926
Moody Lynn & Lieberson
Massachusetts
$441K
EGA
927
E&G Advisors
Texas
$441K +$22.6K +300 +6%
FPOC
928
Financial Planners of Cleveland
Ohio
$441K +$416K +5,528 New
DWM
929
Doyle Wealth Management
Florida
$440K -$122K -1,619 -22%
AIS
930
AM Investment Strategies
Tennessee
$440K +$52.4K +697 +14%
AMIM
931
Aull & Monroe Investment Management
Alabama
$439K -$17.2K -229 -4%
ST
932
Spinnaker Trust
Maine
$438K
SC
933
Scotia Capital
Ontario, Canada
$437K -$37K -492 -8%
SC
934
Sawyer & Company
Massachusetts
$435K -$1.81K -24 -0.4%
EN1L
935
Engine No 1 LLC
California
$435K +$88.6K +1,178 +27%
SFA
936
Sequoia Financial Advisors
Ohio
$435K +$416K +5,534 New
PFM
937
Parsec Financial Management
North Carolina
$434K +$22.6K +300 +6%
PTC
938
Private Trust Company
Ohio
$432K -$150K -1,987 -27%
IHL
939
Investment House LLC
California
$431K
LS
940
Livforsakringsbolaget Skandia
Sweden
$427K -$316K -4,200 -44%
MYIA
941
Mount Yale Investment Advisors
Colorado
$427K +$77.4K +1,029 +23%
DAC
942
Dividend Assets Capital
South Carolina
$426K
RIA
943
Realta Investment Advisors
Delaware
$425K +$28.3K +376 +7%
CW
944
CreativeOne Wealth
Kansas
$423K -$15.1K -201 -4%
OPCM
945
Osborne Partners Capital Management
California
$420K -$32.4K -431 -7%
ONSWM
946
Old North State Wealth Management
North Carolina
$418K +$400K +5,321 New
PA
947
PFG Advisors
Arizona
$417K -$133K -1,768 -25%
WG
948
Winton Group
United Kingdom
$417K +$400K +5,310 New
NSIM
949
North Star Investment Management
Illinois
$416K +$25.3K +336 +7%
MA
950
MKT Advisors
California
$415K +$403K +5,358 New

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.