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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
976
Great Valley Advisor Group
Delaware
$377K -$32.4K -446 -8%
NSIM
977
North Star Investment Management
Illinois
$377K
TFF
978
The Family Firm
Maryland
$376K +$436 +6 +0.1%
WHRC
979
W.H. Reaves & Co
New Jersey
$376K +$360K +4,955 New
BIAS
980
Beacon Investment Advisory Services
New Jersey
$373K -$1.82K -25 -0.5%
MFG
981
Monte Financial Group
Connecticut
$372K -$11.3K -155 -3%
WSCM
982
Wellington Shields Capital Management
New York
$371K +$14.6K +201 +4%
HI
983
Horizon Investments
North Carolina
$371K +$355K +4,881 New
WA
984
Wambolt & Associates
Colorado
$369K -$76.6K -1,054 -18%
OPA
985
Old Port Advisors
Maine
$369K +$353K +4,858 New
KC
986
Kinloch Capital
Virginia
$368K -$23.2K -320 -6%
SIC
987
SFE Investment Counsel
California
$368K -$1.45K -20 -0.4%
ARMT
988
Amica Retiree Medical Trust
Rhode Island
$367K
CGL
989
Clarius Group LLC
Washington
$365K -$187K -2,579 -35%
AIA
990
Arbor Investment Advisors
North Carolina
$365K +$349K +4,803 New
AC
991
Allstate Corporation
Illinois
$363K -$307K -4,222 -47%
PCA
992
Personal Capital Advisors
California
$362K +$89.5K +1,232 +35%
CA
993
CGN Advisors
Kansas
$361K +$30.8K +424 +10%
GAG
994
GM Advisory Group
New York
$360K -$47.2K -650 -12%
MC
995
Middleton & Co
Massachusetts
$360K -$18.9K -260 -5%
FF
996
FourThought Financial
Florida
$360K +$35.4K +487 +11%
FCFC
997
First Commonwealth Financial Corp
Pennsylvania
$358K -$40.7K -560 -11%
SC
998
Savant Capital
Illinois
$358K -$39.2K -540 -10%
MRCM
999
M&R Capital Management
New Jersey
$357K -$331K -4,550 -49%
LOAMS
1000
Lombard Odier Asset Management (Switzerland)
Switzerland
$357K +$341K +4,699 New

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.