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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
ACI
1026
Alpha Cubed Investments
California
$352K +$52.7K +700 +19%
EA
1027
Evolution Advisers
Virginia
$348K +$334K +4,437 New
AFG
1028
Allegheny Financial Group
Pennsylvania
$347K +$903 +12 +0.3%
KPW
1029
Kore Private Wealth
New York
$347K +$3.84K +51 +1%
RHDIC
1030
R.H. Dinel Investment Counsel
California
$346K
BW
1031
Bison Wealth
Georgia
$345K -$38.1K -507 -10%
GAG
1032
GM Advisory Group
New York
$344K
ECM
1033
Evergreen Capital Management
Washington
$344K +$329K +4,375 New
HEIP
1034
Hudson Edge Investment Partners
New Jersey
$342K -$4.63M -61,495 -93%
PA
1035
Parallel Advisors
California
$342K -$40.3K -536 -11%
WA
1036
WealthTrust Axiom
Pennsylvania
$342K +$22.6K +300 +7%
SIM
1037
Sadoff Investment Management
Wisconsin
$341K -$12.1K -161 -4%
WTB
1038
Washington Trust Bank
Washington
$340K -$30.5K -405 -9%
PAG
1039
Powers Advisory Group
Illinois
$339K +$325K +4,313 New
FMWA
1040
Forvis Mazars Wealth Advisors
Missouri
$338K +$42.1K +559 +15%
SBIA
1041
Sheaff Brock Investment Advisors
Indiana
$336K -$255K -3,389 -44%
LC
1042
LCNB Corp
Ohio
$335K +$37.6K +500 +13%
IIM
1043
Ipswich Investment Management
Massachusetts
$334K
MSFS
1044
Main Street Financial Solutions
Pennsylvania
$334K +$14.7K +195 +5%
CWM
1045
CarsonAllaria Wealth Management
Illinois
$334K +$320K +4,251 New
NWM
1046
Northcape Wealth Management
New York
$333K +$319K +4,244 New
ED
1047
Exane Derivatives
France
$328K +$48.8K +648 +18%
DCM
1048
Dupont Capital Management
Delaware
$326K -$1.21M -16,042 -79%
FPCP
1049
Fort Point Capital Partners
California
$324K
FIA
1050
Foundations Investment Advisors
Arizona
$324K +$70K +930 +30%

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.