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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
RW
1076
Rede Wealth
Virginia
$249K -$17K -223 -6%
BIM
1077
Baldwin Investment Management
Pennsylvania
$248K -$76.3K -1,000 -23%
WSC
1078
Wellington Shields & Co
New York
$248K -$54.1K -710 -17%
HAIM
1079
Hunter Associates Investment Management
Pennsylvania
$247K
EWA
1080
ERTS Wealth Advisors
Michigan
$246K -$28.6K -375 -10%
AWM
1081
Aries Wealth Management
Maine
$246K
ASFA
1082
All Season Financial Advisors
Colorado
$246K +$229 +3 +0.1%
B
1083
Bridgeworth
Alabama
$246K +$31K +407 +14%
ARMT
1084
Amica Retiree Medical Trust
Rhode Island
$245K -$112K -1,472 -31%
NPPM
1085
North Point Portfolio Managers
Ohio
$245K -$14.5K -190 -5%
EHWM
1086
Eads & Heald Wealth Management
Georgia
$245K
OFG
1087
Oxford Financial Group
Indiana
$245K
LWM
1088
Liberty Wealth Management
California
$245K +$24.6K +323 +11%
LIA
1089
LSP Investment Advisors
New York
$245K +$255K +3,350 New
MCM
1090
Monarch Capital Management
Indiana
$245K +$256K +3,354 New
SWM
1091
Selective Wealth Management
Virginia
$244K +$381 +5 +0.1%
VCG
1092
Vantage Consulting Group
Virginia
$244K +$3.28K +43 +1%
FFA
1093
Fragasso Financial Advisors
Pennsylvania
$244K +$255K +3,342 New
OC
1094
Oarsman Capital
Wisconsin
$243K -$7.63K -100 -3%
SWP
1095
Summit Wealth Partners
Florida
$243K +$305 +4 +0.1%
FMT
1096
First Mercantile Trust
Tennessee
$242K -$6.18K -81 -2%
RWI
1097
Red Wave Investments
Pennsylvania
$242K -$686 -9 -0.3%
VBCG
1098
Valley Brook Capital Group
Pennsylvania
$242K
SSA
1099
Schonfeld Strategic Advisors
New York
$241K -$1.4M -18,300 -85%
SBH
1100
Segall Bryant & Hamill
Illinois
$241K

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.