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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
WWM
1051
Western Wealth Management
Colorado
$319K +$86.8K +1,195 +40%
BOPW
1052
Brandywine Oak Private Wealth
Pennsylvania
$318K -$219K -3,012 -42%
MCWS
1053
McKinley Carter Wealth Services
West Virginia
$318K +$1.45K +20 +0.5%
LOAME
1054
Lombard Odier Asset Management (Europe)
United Kingdom
$317K -$479K -6,595 -61%
MCG
1055
McCollum Christoferson Group
New York
$317K -$189K -2,600 -38%
P
1056
Pitcairn
Pennsylvania
$317K +$82.9K +1,141 +38%
APA
1057
Allegiant Private Advisors
Florida
$316K +$3.78K +52 +1%
FMWA
1058
Forvis Mazars Wealth Advisors
Missouri
$314K -$114K -1,573 -28%
CCA
1059
Cobblestone Capital Advisors
New York
$314K +$16.3K +225 +6%
LSAG
1060
Lake Street Advisors Group
New Hampshire
$313K -$1.89K -26 -0.6%
OIA
1061
OneDigital Investment Advisors
Kansas
$313K +$24.6K +338 +9%
WSC
1062
Wellington Shields & Co
New York
$312K +$43.6K +600 +17%
GHAM
1063
Gilman Hill Asset Management
Connecticut
$311K -$1.09K -15 -0.4%
WA
1064
WealthTrust Axiom
Pennsylvania
$309K -$4.36K -60 -1%
MCA
1065
Mercer Capital Advisers
New Jersey
$309K
ATC
1066
Adirondack Trust Company
New York
$308K -$12.3K -170 -4%
CFN
1067
Cordasco Financial Network
Florida
$307K -$11.6K -160 -4%
SM
1068
Sciencast Management
New Jersey
$306K -$2.96M -40,792 -91%
SVWAG
1069
Sound View Wealth Advisors Group
Georgia
$306K -$25.6K -353 -8%
FA
1070
Fiducient Advisors
Illinois
$306K -$25.1K -345 -8%
FA
1071
Fagan Associates
New York
$305K
AL
1072
Aspiriant LLC
California
$305K +$86.4K +1,189 +42%
SC
1073
Scotia Capital
Ontario, Canada
$304K -$603K -8,305 -68%
AIM
1074
Alhambra Investment Management
Florida
$303K -$43.6K -600 -13%
ESB
1075
Essex Savings Bank
Connecticut
$303K +$799 +11 +0.2%

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.