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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
AF
976
Allworth Financial
California
$391K -$18.7K -249 -5%
PIA
977
Pinion Investment Advisors
Kansas
$389K -$8.65K -115 -2%
FHA
978
Flagship Harbor Advisors
Massachusetts
$389K +$9.71K +129 +3%
FFM
979
Forum Financial Management
Illinois
$389K +$372K +4,946 New
TCA
980
Transcend Capital Advisors
New Jersey
$388K +$31.1K +413 +9%
AC
981
Apella Capital
Connecticut
$388K +$113K +1,503 +44%
DWT
982
Dorsey & Whitney Trust
South Dakota
$387K -$17.4K -231 -4%
WP
983
WealthSource Partners
California
$386K -$43.6K -579 -11%
IFG
984
Independent Financial Group
California
$385K -$182K -2,414 -33%
CFS
985
CRA Financial Services
New Jersey
$385K -$92.2K -1,225 -20%
NG
986
Northstar Group
New York
$385K -$91K -1,209 -20%
EWM
987
Elmwood Wealth Management
California
$385K +$369K +4,899 New
4WM
988
4J Wealth Management
Virginia
$384K -$20.5K -273 -5%
PIFP
989
Partners in Financial Planning
Virginia
$384K
VFA
990
Voya Financial Advisors
Connecticut
$383K -$11.3K -150 -3%
AL
991
Aspiriant LLC
California
$382K +$7.9K +105 +2%
SC
992
Sagefield Capital
Texas
$382K +$366K +4,860 New
SFS
993
Stiles Financial Services
Minnesota
$382K +$366K +4,861 New
CCM
994
Coldstream Capital Management
Washington
$381K +$365K +4,850 New
PAMP
995
Polar Asset Management Partners
Ontario, Canada
$381K +$365K +4,855 New
KC
996
Kinloch Capital
Virginia
$380K -$7.45K -99 -2%
BCA
997
Bay Colony Advisors
Massachusetts
$380K +$56.6K +752 +18%
MWM
998
Minot Wealth Management
Massachusetts
$379K +$527 +7 +0.1%
FCFC
999
First Commonwealth Financial Corp
Pennsylvania
$377K
CCA
1000
Cobblestone Capital Advisors
New York
$376K +$55.7K +740 +18%

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.