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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
926
Bison Wealth
Georgia
$397K +$91K +1,127 +24%
RF
927
Rollins Financial
Georgia
$396K -$42.4K -525 -8%
RIA
928
Realta Investment Advisors
Delaware
$395K +$6.7K +83 +1%
ZIC
929
ZWJ Investment Counsel
Georgia
$393K
CS
930
Comerica Securities
Michigan
$389K -$25.3K -314 -5%
MLL
931
Moody Lynn & Lieberson
Massachusetts
$388K
AMIM
932
Aull & Monroe Investment Management
Alabama
$386K
LWAM
933
Legacy Wealth Asset Management
Minnesota
$386K +$451K +5,591 New
ST
934
Spinnaker Trust
Maine
$385K
CICI
935
Capital Investment Counsel Inc
North Carolina
$385K +$129K +1,598 +40%
SP
936
Symmetry Partners
Connecticut
$384K +$39.7K +492 +10%
NSIM
937
North Star Investment Management
Illinois
$381K -$9.2K -114 -2%
CWAG
938
Compton Wealth Advisory Group
Virginia
$381K +$242 +3 +0.1%
CSIC
939
Clifford Swan Investment Counsel
California
$380K
MSR
940
Main Street Research
Connecticut
$380K
ONST
941
Old North State Trust
North Carolina
$380K +$444K +5,498 +91,633%
BIM
942
Bridges Investment Management
Nebraska
$379K -$40.4K -500 -8%
IHL
943
Investment House LLC
California
$379K
TSWM
944
Tyler-Stone Wealth Management
Ohio
$378K -$87.5K -1,084 -17%
TFA
945
Transamerica Financial Advisors
Florida
$378K +$112K +1,385 +34%
SS
946
Simplicity Solutions
Minnesota
$377K -$13.4K -166 -3%
BWFA
947
Baltimore-Washington Financial Advisors
Maryland
$377K +$2.42K +30 +0.6%
MPPLM
948
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$377K +$62K +768 +16%
BEI
949
Benjamin Edwards Inc
Missouri
$376K -$118K -1,462 -21%
SIM
950
Sentry Investment Management
Wisconsin
$373K

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.