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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GW
1076
GW & Wade
Massachusetts
$299K -$7.83K -104 -3%
SPI
1077
Santori & Peters Inc
Pennsylvania
$299K +$2.18K +29 +0.8%
ET
1078
Equitable Trust
Tennessee
$298K -$19.3K -257 -6%
TCWM
1079
Total Clarity Wealth Management
Illinois
$296K +$3.01K +40 +1%
CG
1080
Caprock Group
Idaho
$296K +$51.8K +689 +22%
PAI
1081
Pittenger & Anderson Inc
Nebraska
$295K -$13.8K -184 -5%
EB
1082
Eastern Bank
Massachusetts
$295K
GAMC
1083
Garner Asset Management Corp
Texas
$295K
RBFC
1084
Roman Butler Fullerton & Co
Missouri
$294K +$301 +4 +0.1%
KTC
1085
Kistler-Tiffany Companies
Pennsylvania
$293K +$7.6K +101 +3%
SIC
1086
Sterling Investment Counsel
New York
$293K +$281K +3,730 New
ECG
1087
Edge Capital Group
Georgia
$290K -$29.6K -393 -10%
CA
1088
Continuum Advisory
Idaho
$290K -$3.39K -45 -1%
TNBTD
1089
Trustmark National Bank Trust Department
Mississippi
$290K
AGP
1090
Autumn Glory Partners
Texas
$288K +$275K +3,660 New
C
1091
Certuity
Florida
$287K -$25.9K -344 -9%
GWM
1092
GSB Wealth Management
Connecticut
$287K
VCG
1093
Vantage Consulting Group
Virginia
$286K +$22.2K +295 +9%
SA
1094
Syntax Advisors
New York
$286K +$274K +3,639 New
FA
1095
Fiducient Advisors
Illinois
$285K
SM
1096
Sciencast Management
New Jersey
$284K -$2.31M -30,687 -90%
IFWM
1097
Institute for Wealth Management
Colorado
$284K -$2.03K -27 -0.7%
RPWA
1098
Regent Peak Wealth Advisors
Georgia
$284K +$1.5K +20 +0.6%
P
1099
Pitcairn
Pennsylvania
$282K -$15.6K -207 -5%
KTM
1100
Keeler Thomas Management
Utah
$282K -$8.58K -114 -3%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.