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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
951
Fjarde Ap-fonden
Sweden
$249K +$261K +4,800 New
NP
952
NorthRock Partners
Minnesota
$249K -$50.3K -926 -16%
WAM
953
Wolverine Asset Management
Illinois
$249K
MSFS
954
Main Street Financial Solutions
Pennsylvania
$249K -$5.71K -105 -2%
EIP
955
Epoch Investment Partners
New York
$247K -$122K -2,240 -32%
PA
956
Parallel Advisors
California
$246K -$29.5K -542 -10%
MSS
957
Mitchell Sinkler & Starr
Pennsylvania
$244K -$13.4K -246 -5%
ET
958
Equitable Trust
Tennessee
$244K -$32.7K -602 -11%
GJIA
959
Glass Jacobson Investment Advisors
Maryland
$244K +$256K +4,711 New
KC
960
Kinloch Capital
Virginia
$242K -$20K -368 -7%
TDC
961
Thompson Davis & Co
Virginia
$242K +$109 +2 +0%
TFA
962
Triad Financial Advisors
North Carolina
$242K -$6.52K -120 -3%
PCM
963
Pointe Capital Management
Michigan
$241K +$4.29K +79 +2%
GP
964
Girard Partners
Pennsylvania
$239K -$32.6K -600 -11%
AAS
965
Ameritas Advisory Services
Nebraska
$239K -$118K -2,163 -32%
Los Angeles Capital Management
966
Los Angeles Capital Management
California
$239K -$378K -6,947 -60%
SA
967
Syntax Advisors
New York
$239K -$9.79K -180 -4%
VCG
968
Vantage Consulting Group
Virginia
$239K -$9.79K -180 -4%
VNIM
969
Vaughan Nelson Investment Management
Texas
$238K
4WM
970
4J Wealth Management
Virginia
$238K
DZ Bank
971
DZ Bank
Germany
$237K -$34.6M -637,000 -99%
EA
972
Evolution Advisers
Virginia
$237K +$1.14K +21 +0.5%
CAL
973
Capital Analysts LLC
Pennsylvania
$234K +$27.4K +504 +13%
JF
974
Jump Financial
Illinois
$234K +$245K +4,513 New
WC
975
Wexford Capital
Florida
$233K -$1.49M -27,404 -86%

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.