We are live on ! Find out more
D icon

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
ESB
976
Essex Savings Bank
Connecticut
$336K -$13.3K -174 -4%
CRIG
977
Charter Research & Investment Group
Connecticut
$335K
PAMG
978
Patton Albertson Miller Group
Tennessee
$335K
PA
979
Probity Advisors
Texas
$330K +$19.1K +250 +6%
SIM
980
Sadoff Investment Management
Wisconsin
$329K
WB
981
Webster Bank
Connecticut
$329K
SCM
982
Stevens Capital Management
Pennsylvania
$325K -$59.6K -782 -15%
SC
983
Savant Capital
Illinois
$324K -$73.7K -967 -18%
MYIA
984
Mount Yale Investment Advisors
Colorado
$322K +$63.9K +838 +23%
RHDIC
985
R.H. Dinel Investment Counsel
California
$321K
AFG
986
Allegheny Financial Group
Pennsylvania
$321K +$1.22K +16 +0.4%
GAG
987
GM Advisory Group
New York
$320K
KPW
988
Kore Private Wealth
New York
$319K -$9.61K -126 -3%
EN1L
989
Engine No 1 LLC
California
$319K +$333K +4,364 New
HAS
990
HBW Advisory Services
California
$316K -$10.4K -136 -3%
PWM
991
Perigon Wealth Management
California
$314K +$10.4K +136 +3%
BIAS
992
Beacon Investment Advisory Services
New Jersey
$314K +$107K +1,400 +48%
IIM
993
Ipswich Investment Management
Massachusetts
$311K
ACP
994
Ashfield Capital Partners
California
$310K
ATC
995
Adirondack Trust Company
New York
$309K
DAS
996
Dynamic Advisor Solutions
Arizona
$306K +$35.8K +470 +13%
DMBA
997
Deseret Mutual Benefit Administrators
Utah
$302K -$60.4K -792 -16%
FPCP
998
Fort Point Capital Partners
California
$302K +$315K +4,130 New
CS
999
Comerica Securities
Michigan
$300K +$68.6K +900 +28%
CNB
1000
Camden National Bank
Maine
$299K

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.