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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
AFM
1076
Abbot Financial Management
Massachusetts
$303K +$18.9K +260 +7%
AWM
1077
Altavista Wealth Management
North Carolina
$302K -$107K -1,477 -27%
GW
1078
GW & Wade
Massachusetts
$302K -$26.2K -361 -8%
EHC
1079
Everett Harris & Co
California
$302K +$7.26K +100 +3%
ACI
1080
Alpha Cubed Investments
California
$300K -$35.7K -491 -11%
BPA
1081
Beacon Pointe Advisors
California
$300K +$285K +3,926 New
BCA
1082
Bay Colony Advisors
Massachusetts
$299K -$232K -3,193 -45%
EB
1083
Eastern Bank
Massachusetts
$299K -$8.06K -111 -3%
MAG
1084
Mayfair Advisory Group
Alabama
$299K
SLF
1085
Sun Life Financial
Ontario, Canada
$298K +$76.5K +1,053 +37%
MHS
1086
M Holdings Securities
Oregon
$298K +$285K +3,927 New
RBFC
1087
Roman Butler Fullerton & Co
Missouri
$296K +$581 +8 +0.2%
4WM
1088
44 Wealth Management
Oregon
$295K -$15K -207 -5%
FNT
1089
First Nebraska Trust
Nebraska
$295K
AC
1090
Apella Capital
Connecticut
$292K
EWA
1091
ERTS Wealth Advisors
Michigan
$292K +$6.61K +91 +2%
GI
1092
GAMCO Investors
Connecticut
$291K +$36.3K +500 +15%
LSA
1093
Leonteq Securities AG
Switzerland
$291K +$145K +1,992 +108%
NSB
1094
Norway Savings Bank
Maine
$290K -$131K -1,805 -32%
PWM
1095
Perigon Wealth Management
California
$287K +$62K +854 +29%
AT
1096
Arden Trust
Delaware
$286K -$150K -2,065 -35%
GAMC
1097
Garner Asset Management Corp
Texas
$286K -$14.5K -200 -5%
RW
1098
Rede Wealth
Virginia
$286K -$6.83K -94 -2%
PP
1099
PDS Planning
Ohio
$286K +$44.5K +613 +19%
ET
1100
Equitable Trust
Tennessee
$285K -$139K -1,919 -34%

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.