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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
CSIC
951
Clifford Swan Investment Counsel
California
$414K +$978 +13 +0.2%
MFC
952
Mechanics Financial Corp
Ohio
$414K +$396K +5,265 New
WW
953
Westshore Wealth
California
$409K -$22.6K -300 -5%
WF
954
Welch & Forbes
Massachusetts
$407K +$3.61K +48 +0.9%
CA
955
CGN Advisors
Kansas
$407K +$21.3K +283 +6%
MAM
956
Marotta Asset Management
Virginia
$407K
LGA
957
Lebenthal Global Advisors
New York
$405K +$75 +1 +0%
AA
958
Apriem Advisors
California
$404K -$12K -160 -3%
FF
959
FourThought Financial
Florida
$404K -$4.59K -61 -1%
PWA
960
Physician Wealth Advisors
Utah
$404K +$150 +2 +0%
PFS
961
Physicians Financial Services
North Carolina
$402K
WA
962
Wambolt & Associates
Colorado
$400K
BFA
963
Benedict Financial Advisors
Georgia
$399K -$313K -4,156 -45%
MPI
964
Mairs & Power Inc
Minnesota
$398K +$32.5K +432 +9%
PSP
965
Principal Street Partners
Tennessee
$397K -$19.9K -265 -5%
GWS
966
Glassman Wealth Services
Virginia
$396K -$28.6K -380 -7%
AIA
967
Arbor Investment Advisors
North Carolina
$396K -$3.91K -52 -1%
CT
968
Coastline Trust
Rhode Island
$395K
PTC
969
Philadelphia Trust Company
Pennsylvania
$395K
SFP
970
Sandbox Financial Partners
Maryland
$394K +$1.2K +16 +0.3%
CIBC World Market
971
CIBC World Market
Ontario, Canada
$393K -$17.8K -237 -5%
JWBC
972
John W. Bristol & Co
New York
$393K
KFS
973
Kurt F. Somerville
$393K
FRM
974
Fox Run Management
Connecticut
$392K -$492K -6,535 -57%
JWM
975
Jupiter Wealth Management
Colorado
$392K

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.