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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
MSFS
1026
Main Street Financial Solutions
Pennsylvania
$307K +$6.3K +78 +2%
LF
1027
Lantz Financial
Illinois
$307K +$37K +458 +11%
MAM
1028
Marotta Asset Management
Virginia
$306K -$21.1K -262 -6%
CC
1029
Courier Capital
New York
$306K
LC
1030
LCNB Corp
Ohio
$306K
HFS
1031
Hantz Financial Services
Michigan
$305K +$323 +4 +0.1%
SVWAG
1032
Sound View Wealth Advisors Group
Georgia
$305K +$646 +8 +0.2%
SC
1033
Scotia Capital
Ontario, Canada
$305K +$133K +1,642 +59%
MA
1034
MBA Advisors
Pennsylvania
$304K
RHDIC
1035
R.H. Dinel Investment Counsel
California
$304K
PAG
1036
Powers Advisory Group
Illinois
$304K +$2.18K +27 +0.6%
ACP
1037
Aveo Capital Partners
Colorado
$303K -$140K -1,738 -28%
GAG
1038
GM Advisory Group
New York
$303K
IAIM
1039
International Assets Investment Management
Florida
$303K +$85K +1,053 +32%
JF
1040
Jump Financial
Illinois
$303K +$353K +4,378 New
DS
1041
DRW Securities
Illinois
$302K +$353K +4,377 New
WA
1042
WealthTrust Axiom
Pennsylvania
$301K
IAA
1043
Ironsides Asset Advisors
North Carolina
$301K +$146K +1,805 +71%
CRIG
1044
Charter Research & Investment Group
Connecticut
$300K -$27.4K -340 -7%
MWM
1045
Modera Wealth Management
New Jersey
$299K -$39.6K -491 -10%
BDF
1046
Black Diamond Financial
Maryland
$299K
P8IP
1047
Pier 88 Investment Partners
California
$298K -$1.18M -14,571 -77%
MAG
1048
Mayfair Advisory Group
Alabama
$296K
TNBTD
1049
Trustmark National Bank Trust Department
Mississippi
$295K +$45.3K +561 +15%
CWS
1050
Cypress Wealth Services
California
$294K -$67.2K -832 -15%

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.