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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
DSC
1101
Duncker Streett & Co
Missouri
$285K +$508 +7 +0.2%
SPI
1102
Santori & Peters Inc
Pennsylvania
$282K -$572K -7,870 -68%
BWFA
1103
Baltimore-Washington Financial Advisors
Maryland
$282K -$16.3K -225 -6%
IFWM
1104
Institute for Wealth Management
Colorado
$282K -$3.27K -45 -1%
GFP
1105
Gryphon Financial Partners
Ohio
$281K -$8.5K -117 -3%
WFA
1106
Websterrogers Financial Advisors
South Carolina
$280K
CCFCSB
1107
Cape Cod Five Cents Savings Bank
Massachusetts
$279K -$82.1K -1,130 -24%
RF
1108
Robbins Farley
New Hampshire
$278K
AWM
1109
Absher Wealth Management
North Carolina
$277K -$48.5K -668 -15%
BEAM
1110
Baker Ellis Asset Management
Washington
$277K
RPWA
1111
Regent Peak Wealth Advisors
Georgia
$276K +$118K +1,622 +80%
BFM
1112
Boothbay Fund Management
New York
$276K +$264K +3,639 New
SFA
1113
Sequoia Financial Advisors
Ohio
$275K -$17.7K -244 -6%
AA
1114
Apriem Advisors
California
$275K +$12K +165 +5%
JAG
1115
Journey Advisory Group
Kentucky
$273K -$17.1K -236 -6%
LA
1116
LexAurum Advisors
Kansas
$273K
CAM
1117
Cozad Asset Management
Illinois
$272K -$719K -9,895 -73%
PA
1118
Parallel Advisors
California
$271K -$43.1K -593 -14%
Luther King Capital Management (LKCM)
1119
Luther King Capital Management (LKCM)
Texas
$271K -$8.79K -121 -3%
PAMG
1120
Patton Albertson Miller Group
Tennessee
$271K
BST
1121
Bath Savings Trust
Maine
$269K
BCM
1122
Birmingham Capital Management
Alabama
$269K
MYIA
1123
Mount Yale Investment Advisors
Colorado
$268K +$256K +3,530 New
SRC
1124
Stone Run Capital
New York
$266K
TFS
1125
Thoroughbred Financial Services
Tennessee
$265K +$2.98K +41 +1%

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.