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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
RGC
1101
Roberts, Glore & Co
Illinois
$241K +$252K +3,303 New
MWM
1102
Modera Wealth Management
New Jersey
$240K -$18.5K -242 -7%
SIAP
1103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$240K +$10.4K +136 +4%
HI
1104
Hudock Inc
Pennsylvania
$240K +$15.3K +201 +7%
WI
1105
Wintrust Investments
Illinois
$238K -$13.6K -178 -5%
CFP
1106
Curran Financial Partners
South Carolina
$237K -$2.44K -32 -1%
MMHP
1107
Murphy Middleton Hinkle & Parker
Georgia
$236K
FPS
1108
Fieldpoint Private Securities
Connecticut
$236K +$6.41K +84 +3%
BC
1109
Barnett & Company
Tennessee
$235K
PP
1110
PDS Planning
Ohio
$235K +$25.8K +339 +12%
NRA
1111
NSI Retail Advisors
Pennsylvania
$234K -$229K -3,000 -48%
PCM
1112
Pennsylvania Capital Management
Pennsylvania
$234K
PHS
1113
Pekin Hardy Strauss
Illinois
$233K
CHA
1114
Carmichael Hill & Associates
Maryland
$232K +$381 +5 +0.2%
UAML
1115
US Asset Management LLC
Pennsylvania
$232K +$243K +3,182 New
ASBI
1116
American State Bank (Iowa)
Iowa
$232K
IC
1117
Inverness Counsel
New York
$231K
MIM
1118
MTM Investment Management
South Carolina
$229K
PAM
1119
Private Asset Management
California
$229K
FIA
1120
Foundations Investment Advisors
Arizona
$229K +$240K +3,149 New
IIC
1121
Ironwood Investment Counsel
Arizona
$227K +$1.83K +24 +0.8%
DWA
1122
Douglass Winthrop Advisors
New York
$226K
Fayez Sarofim & Co
1123
Fayez Sarofim & Co
Texas
$226K
EFSCE
1124
Enterprise Financial Services Corp (EFSC)
Missouri
$225K -$154K -2,023 -40%
FIM
1125
Freedom Investment Management
Connecticut
$225K -$9.3K -122 -4%

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.