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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1026
Sawgrass Asset Management
Florida
$340K -$16.5K -227 -5%
FPS
1027
Fieldpoint Private Securities
Connecticut
$336K -$33.7K -464 -9%
BHWA
1028
Beacon Harbor Wealth Advisors
Virginia
$336K +$321K +4,426 New
SP
1029
Successful Portfolios
Florida
$334K -$2.91K -40 -0.9%
RHDIC
1030
R.H. Dinel Investment Counsel
California
$334K
HC
1031
Henshaw Capital
Massachusetts
$334K +$102K +1,401 +47%
CAG
1032
Csenge Advisory Group
Florida
$332K -$26.2K -361 -8%
VNA
1033
Valley National Advisers
Pennsylvania
$331K -$65.7K -904 -17%
VAS
1034
Vestmark Advisory Solutions
Massachusetts
$330K -$151K -2,073 -32%
PAI
1035
Pittenger & Anderson Inc
Nebraska
$330K
FWP
1036
Firethorn Wealth Partners
Georgia
$330K +$26.9K +371 +9%
JFGIW
1037
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$329K -$860K -11,842 -73%
ECG
1038
Edge Capital Group
Georgia
$327K +$27.5K +379 +10%
BCA
1039
Biltmore Capital Advisors
New Jersey
$327K +$313K +4,305 New
LGA
1040
Lebenthal Global Advisors
New York
$325K +$246K +3,386 +376%
PA
1041
Probity Advisors
Texas
$325K +$310K +4,274 New
RTC
1042
Riverview Trust Company
Washington
$324K -$20.8K -287 -6%
IIM
1043
Ipswich Investment Management
Massachusetts
$323K -$17.9K -247 -5%
ACP
1044
Ashfield Capital Partners
California
$323K
NAM
1045
North American Management
Massachusetts
$323K
BFA
1046
Beaumont Financial Advisors
Massachusetts
$322K -$6.32K -87 -2%
GCP
1047
GSA Capital Partners
United Kingdom
$322K +$308K +4,235 New
BMCM
1048
Bryn Mawr Capital Management
Pennsylvania
$321K
TNBTD
1049
Trustmark National Bank Trust Department
Mississippi
$321K
GSBTD
1050
Glenview State Bank Trust Department
Illinois
$319K

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.