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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
Lido Advisors
1001
Lido Advisors
California
$375K -$47.6K -632 -12%
CAM
1002
Cypress Asset Management
Texas
$375K -$13.5K -180 -4%
MC
1003
Middleton & Co
Massachusetts
$374K
SIC
1004
SFE Investment Counsel
California
$372K
MRCM
1005
M&R Capital Management
New Jersey
$369K
S
1006
SignatureFD
Georgia
$368K -$13.2K -176 -4%
CRIG
1007
Charter Research & Investment Group
Connecticut
$367K +$6.77K +90 +2%
ACP
1008
Ashfield Capital Partners
California
$367K +$31.6K +420 +10%
NFG
1009
Nadler Financial Group
Illinois
$365K
SVWAG
1010
Sound View Wealth Advisors Group
Georgia
$365K +$51.3K +682 +17%
WPW
1011
Waldron Private Wealth
Pennsylvania
$363K -$376 -5 -0.1%
CBN
1012
Cadence Bank NA
Texas
$362K
DAS
1013
Dynamic Advisor Solutions
Arizona
$362K +$31.2K +414 +10%
QCG
1014
Quadrant Capital Group
Ohio
$361K +$192K +2,555 +126%
NW
1015
NewEdge Wealth
Pennsylvania
$360K +$134K +1,778 +63%
DMBA
1016
Deseret Mutual Benefit Administrators
Utah
$359K +$32.7K +434 +10%
WWM
1017
Western Wealth Management
Colorado
$359K +$342K +4,542 New
GWM
1018
GDS Wealth Management
Texas
$359K +$344K +4,569 New
E
1019
Ergoteles
New York
$359K +$344K +4,573 New
PA
1020
Probity Advisors
Texas
$355K
WTA
1021
Washington Trust Advisors
Massachusetts
$355K +$340K +4,520 New
WB
1022
Webster Bank
Connecticut
$354K
PWM
1023
Perigon Wealth Management
California
$354K +$14.8K +197 +5%
RF
1024
Rollins Financial
Georgia
$353K +$338K +4,494 New
MCM
1025
McMillion Capital Management
North Carolina
$352K +$41.4K +550 +14%

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.