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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1001
Sandbox Financial Partners
Maryland
$334K -$2.34K -29 -0.6%
AC
1002
Apella Capital
Connecticut
$334K +$7.02K +87 +2%
SEIA
1003
Signature Estate & Investment Advisors
California
$333K -$10.5K -130 -3%
WAM
1004
Wolverine Asset Management
Illinois
$331K
SBIA
1005
Sheaff Brock Investment Advisors
Indiana
$331K +$404 +5 +0.1%
CAM
1006
Cypress Asset Management
Texas
$330K
EWM
1007
Elmwood Wealth Management
California
$330K +$4.04K +50 +1%
MC
1008
Middleton & Co
Massachusetts
$329K
CCFP
1009
Charles Carroll Financial Partners
Massachusetts
$328K
HCA
1010
Harbour Capital Advisors
Virginia
$326K -$16.1K -200 -4%
MRCM
1011
M&R Capital Management
New Jersey
$325K
ACP
1012
Ashfield Capital Partners
California
$322K
SFS
1013
Stiles Financial Services
Minnesota
$322K +$2.5K +31 +0.7%
MC
1014
Machina Capital
France
$322K +$376K +4,655 New
SIC
1015
SFE Investment Counsel
California
$321K -$6.46K -80 -2%
NFG
1016
Nadler Financial Group
Illinois
$321K
TFS
1017
Thoroughbred Financial Services
Tennessee
$317K -$37.4K -463 -9%
MS
1018
Maven Securities
Jersey
$315K +$368K +4,556 New
AIM
1019
Athena Investment Management
California
$313K
NWMG
1020
National Wealth Management Group
Ohio
$313K +$366K +4,529 New
GP
1021
Girard Partners
Pennsylvania
$312K -$33.1K -410 -8%
LA
1022
Latitude Advisors
Florida
$312K -$161 -2 -0%
HIC
1023
Hartline Investment Corp
Illinois
$312K +$364K +4,513 New
EA
1024
Evolution Advisers
Virginia
$311K +$1.7K +21 +0.5%
MFG
1025
Merit Financial Group
Georgia
$307K -$336K -4,166 -48%

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.