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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
VNA
1026
Valley National Advisers
Pennsylvania
$285K -$4.19K -55 -1%
APW
1027
Austin Private Wealth
Texas
$285K +$14.6K +191 +5%
LA
1028
LexAurum Advisors
Kansas
$284K +$22.9K +300 +8%
CWS
1029
Cypress Wealth Services
California
$283K -$94.1K -1,234 -24%
JFGIW
1030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$282K -$57.4K -753 -16%
MCWS
1031
McKinley Carter Wealth Services
West Virginia
$279K -$28.2K -370 -9%
GI
1032
GAMCO Investors
Connecticut
$279K
4WM
1033
44 Wealth Management
Oregon
$278K
Fisher Asset Management
1034
Fisher Asset Management
Washington
$278K +$290K +3,801 New
GFP
1035
Gryphon Financial Partners
Ohio
$277K -$15.4K -202 -5%
P
1036
Pitcairn
Pennsylvania
$277K -$14K -183 -5%
ACI
1037
Alpha Cubed Investments
California
$276K
GHAM
1038
Gilman Hill Asset Management
Connecticut
$275K -$118K -1,552 -29%
GAMC
1039
Garner Asset Management Corp
Texas
$275K
SPI
1040
Santori & Peters Inc
Pennsylvania
$275K +$2.36K +31 +0.8%
MPPLM
1041
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$275K +$12.5K +164 +5%
LC
1042
LCNB Corp
Ohio
$275K +$61K +800 +27%
EB
1043
Eastern Bank
Massachusetts
$274K
FMWA
1044
Forvis Mazars Wealth Advisors
Missouri
$273K -$1.07K -14 -0.4%
CA
1045
Continuum Advisory
Idaho
$273K +$16K +210 +6%
TCWM
1046
Total Clarity Wealth Management
Illinois
$272K -$155K -2,037 -35%
Luther King Capital Management (LKCM)
1047
Luther King Capital Management (LKCM)
Texas
$271K +$11K +144 +4%
KTM
1048
Keeler Thomas Management
Utah
$271K +$69.7K +914 +33%
TNBTD
1049
Trustmark National Bank Trust Department
Mississippi
$270K
RBFC
1050
Roman Butler Fullerton & Co
Missouri
$269K -$3.74K -49 -1%

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.