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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
PHK
1001
Point72 Hong Kong
Hong Kong
$298K -$254K -3,331 -45%
BCA
1002
Bay Colony Advisors
Massachusetts
$298K +$4.04K +53 +1%
ECG
1003
Edge Capital Group
Georgia
$298K +$98.6K +1,293 +46%
DI
1004
DAGCO Inc
Ohio
$297K -$7.63K -100 -2%
MCA
1005
Mercer Capital Advisers
New Jersey
$297K
WA
1006
WealthTrust Axiom
Pennsylvania
$296K -$991 -13 -0.3%
ET
1007
Equitable Trust
Tennessee
$296K
MSFS
1008
Main Street Financial Solutions
Pennsylvania
$296K +$46.4K +609 +18%
CCA
1009
Cobblestone Capital Advisors
New York
$295K +$2.29K +30 +0.7%
BCA
1010
Biltmore Capital Advisors
New Jersey
$293K -$153 -2 -0%
FA
1011
Fagan Associates
New York
$293K
C
1012
Certuity
Florida
$292K -$247K -3,243 -45%
SP
1013
Successful Portfolios
Florida
$292K -$7.63K -100 -2%
AIM
1014
Alhambra Investment Management
Florida
$292K
SVWAG
1015
Sound View Wealth Advisors Group
Georgia
$290K -$3.96K -52 -1%
AWM
1016
Altavista Wealth Management
North Carolina
$290K
MAG
1017
Mayfair Advisory Group
Alabama
$289K
OCM
1018
Orleans Capital Management
Louisiana
$289K
CFN
1019
Cordasco Financial Network
Florida
$288K +$2.9K +38 +1%
PCA
1020
Pallas Capital Advisors
Massachusetts
$288K +$58.8K +771 +25%
PAI
1021
Pittenger & Anderson Inc
Nebraska
$287K +$14K +184 +5%
CC
1022
Courier Capital
New York
$287K +$52.2K +684 +21%
MCM
1023
McMillion Capital Management
North Carolina
$287K +$58.4K +766 +24%
RP
1024
Rowlandmiller & Partners
Georgia
$287K -$311K -4,082 -54%
GW
1025
GW & Wade
Massachusetts
$285K -$6.33K -83 -2%

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.