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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
First Trust Advisors
76
First Trust Advisors
Illinois
$73.9M +$2.37M +31,522 +3%
FWIA
77
Fort Washington Investment Advisors
Ohio
$71.6M +$575K +7,645 +0.8%
CIA
78
ClearBridge Investments (Australia)
Australia
$68.4M -$2.81M -37,335 -4%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$66.6M -$99.8M -1,326,479 -61%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$65.1M -$632K -8,396 -1%
TAM
81
Tocqueville Asset Management
New York
$63.9M +$149K +1,976 +0.2%
ORIO
82
Old Republic International (ORI)
Illinois
$63.4M
CIMLRA
83
CBRE Investment Management Listed Real Assets
Pennsylvania
$63.3M +$8.51M +113,127 +16%
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$62.8M +$47.1M +625,528 +361%
Citigroup
85
Citigroup
New York
$61.9M -$19M -252,693 -24%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$61M -$9.37M -124,546 -14%
EIP
87
Epoch Investment Partners
New York
$59.9M -$32.1M -426,730 -36%
COPPSERS
88
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$58.9M +$47.2K +627 +0.1%
Citadel Advisors
89
Citadel Advisors
Florida
$57.4M -$26.5M -352,575 -33%
Prudential Financial
90
Prudential Financial
New Jersey
$57.1M +$3.02M +40,107 +6%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$56.9M +$1.8M +23,984 +3%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$55.7M -$10.7M -142,629 -17%
Macquarie Group
93
Macquarie Group
Australia
$53.7M -$2.55M -33,883 -5%
Korea Investment Corp
94
Korea Investment Corp
South Korea
$53.4M +$6.09M +80,942 +14%
Truist Financial
95
Truist Financial
North Carolina
$50.8M -$4.43M -58,892 -8%
Voloridge Investment Management
96
Voloridge Investment Management
Florida
$50.6M +$832K +11,060 +2%
LPL Financial
97
LPL Financial
California
$50.5M +$4.74M +63,045 +11%
Victory Capital Management
98
Victory Capital Management
Texas
$49.6M +$5.91M +78,589 +14%
MSV
99
MN Services Vermogensbeheer
Netherlands
$48.2M +$1.04M +13,800 +2%
Allspring Global Investments
100
Allspring Global Investments
North Carolina
$47.8M +$45.8M +608,369 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.