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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1001
Chicago Capital
Illinois
$220K +$6.79K +125 +3%
CD
1002
Chapin Davis
Maryland
$220K -$83.4K -1,535 -27%
BI
1003
Ballast Inc
Kentucky
$219K +$230K +4,233 New
RIG
1004
RiverFront Investment Group
Virginia
$219K +$230K +4,229 New
PSFG
1005
Prairie Sky Financial Group
Illinois
$218K +$229K +4,212 New
BFM
1006
Boothbay Fund Management
New York
$217K -$1.07M -19,617 -82%
HA
1007
Herold Advisors
New York
$217K +$12.2K +225 +6%
IFG
1008
Independent Financial Group
California
$217K -$12.1K -222 -5%
EB
1009
Exchange Bank
California
$217K +$227K +4,181 New
Financial Engines Advisors
1010
Financial Engines Advisors
California
$216K +$227K +4,179 New
PFA
1011
Petra Financial Advisors
Colorado
$216K -$11.4K -210 -5%
RB
1012
Renasant Bank
Mississippi
$216K -$57.2K -1,052 -20%
MF
1013
Meridian Financial
Massachusetts
$215K +$225K +4,143 New
CFO
1014
CVA Family Office
Colorado
$214K +$55.8K +1,026 +33%
STA
1015
Summit Trail Advisors
New York
$214K +$224K +4,128 New
PCM
1016
Princeton Capital Management
New Jersey
$214K -$134K -2,458 -37%
ICG
1017
InterOcean Capital Group
Tennessee
$213K +$14.7K +270 +7%
First Manhattan
1018
First Manhattan
New York
$212K
KFA
1019
Kapstone Financial Advisors
Ohio
$211K -$34.2K -630 -14%
TC
1020
Truvestments Capital
Florida
$210K +$1.47K +27 +0.7%
GSEP
1021
Golden State Equity Partners
California
$210K +$221K +4,059 New
HCP
1022
Hexagon Capital Partners
Arkansas
$210K +$74.3K +1,366 +51%
RIA
1023
Regal Investment Advisors
Michigan
$210K -$7.29K -134 -3%
EGA
1024
E&G Advisors
Texas
$209K +$652 +12 +0.3%
VCM
1025
Versant Capital Management
Arizona
$209K -$11.4K -209 -5%

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.