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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
GWM
1051
GSB Wealth Management
Connecticut
$267K
IFWM
1052
Institute for Wealth Management
Colorado
$266K -$4.96K -65 -2%
FNB
1053
Farmers National Bank
Kentucky
$265K +$269K +3,529 New
FA
1054
Fiducient Advisors
Illinois
$265K -$21K -275 -7%
KTC
1055
Kistler-Tiffany Companies
Pennsylvania
$265K +$17.7K +232 +7%
BCA
1056
Berman Capital Advisors
Georgia
$264K +$67.3K +882 +32%
BST
1057
Bath Savings Trust
Maine
$263K -$3.81K -50 -1%
AFM
1058
Abbot Financial Management
Massachusetts
$262K -$30.2K -396 -10%
CCFCSB
1059
Cape Cod Five Cents Savings Bank
Massachusetts
$262K -$2.52K -33 -0.9%
RPWA
1060
Regent Peak Wealth Advisors
Georgia
$262K +$2.75K +36 +1%
WC
1061
Westhampton Capital
North Carolina
$261K -$99.1K -1,300 -27%
BCM
1062
Birmingham Capital Management
Alabama
$259K
OIA
1063
OneDigital Investment Advisors
Kansas
$259K +$13.8K +181 +5%
DT
1064
Diversified Trust
Tennessee
$258K -$653K -8,560 -71%
ED
1065
Exane Derivatives
France
$257K +$5.57K +73 +2%
BWFA
1066
Baltimore-Washington Financial Advisors
Maryland
$257K -$14.6K -191 -5%
CCM
1067
Community Capital Management
Florida
$256K
SRC
1068
Stone Run Capital
New York
$256K
TFS
1069
Thoroughbred Financial Services
Tennessee
$255K
BL
1070
Balentine LLC
Georgia
$255K +$267K +3,498 New
BWM
1071
Benchmark Wealth Management
Connecticut
$254K
LJHT
1072
Laurie J. Hall Trustee
$252K
AC
1073
Apella Capital
Connecticut
$251K -$30.5K -400 -10%
PI
1074
Putnam Investments
Massachusetts
$251K +$3.2K +42 +1%
MSS
1075
Mitchell Sinkler & Starr
Pennsylvania
$250K

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.