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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$70.9M +$4.84M +63,505 +7%
Principal Financial Group
77
Principal Financial Group
Iowa
$70.9M -$234K -3,071 -0.3%
EVM
78
Eaton Vance Management
Massachusetts
$70.3M +$67.3M +882,256 +953%
CS
79
Credit Suisse
Switzerland
$69.4M +$932K +12,224 +1%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$68M -$7.29M -95,645 -9%
First Trust Advisors
81
First Trust Advisors
Illinois
$66.4M +$2.17M +28,458 +3%
CIA
82
ClearBridge Investments (Australia)
Australia
$66.3M +$69.2M +907,938 New
FWIA
83
Fort Washington Investment Advisors
Ohio
$66M +$56M +734,311 +432%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$65.8M +$2.37M +31,092 +4%
PI
85
PineBridge Investments
New York
$64.9M +$5.36M +70,322 +9%
DZ Bank
86
DZ Bank
Germany
$63.1M +$12.9M +169,580 +24%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$62.7M +$1.68M +21,968 +3%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$61.1M -$1.28M -16,832 -2%
TAM
89
Tocqueville Asset Management
New York
$59.2M +$57.8K +758 +0.1%
ORIO
90
Old Republic International (ORI)
Illinois
$58.9M
COPPSERS
91
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$54.7M +$15.8M +207,662 +38%
Macquarie Group
92
Macquarie Group
Australia
$53.4M -$2.42M -31,769 -4%
Prudential Financial
93
Prudential Financial
New Jersey
$52M -$2.68M -35,207 -5%
Truist Financial
94
Truist Financial
North Carolina
$51.5M +$414K +5,423 +0.8%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$51.1M +$9.87M +129,450 +23%
CIMLRA
96
CBRE Investment Management Listed Real Assets
Pennsylvania
$50.6M +$18M +236,432 +52%
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$46.2M +$28M +367,407 +138%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$44.1M +$2.38M +31,249 +5%
MSV
99
MN Services Vermogensbeheer
Netherlands
$43.8M +$679K +8,900 +2%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$43.7M -$7.16M -93,919 -14%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.