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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
BST
1101
Bath Savings Trust
Maine
$281K -$2.26K -30 -0.8%
WC
1102
Westhampton Capital
North Carolina
$281K
IC
1103
Inverness Counsel
New York
$281K +$30.5K +405 +13%
Luther King Capital Management (LKCM)
1104
Luther King Capital Management (LKCM)
Texas
$280K -$10.8K -144 -4%
WFS
1105
Widmann Financial Services
Maryland
$280K +$269K +3,574 New
BAM
1106
Berkshire Asset Management
Pennsylvania
$279K +$36.3K +482 +16%
MCM
1107
MAI Capital Management
Ohio
$279K +$43.9K +584 +20%
BCM
1108
Birmingham Capital Management
Alabama
$278K
OIA
1109
OneDigital Investment Advisors
Kansas
$275K -$3.16K -42 -1%
OC
1110
Oakworth Capital
Alabama
$275K +$83K +1,103 +46%
TFS
1111
Thoroughbred Financial Services
Tennessee
$274K
LFASL
1112
Lugano Financial Advisors SA (LFA)
Switzerland
$274K +$262K +3,486 New
BWM
1113
Benchmark Wealth Management
Connecticut
$273K
Fayez Sarofim & Co
1114
Fayez Sarofim & Co
Texas
$273K +$29.3K +390 +13%
MYLI
1115
Meiji Yasuda Life Insurance
Japan
$273K +$262K +3,477 New
BWM
1116
Baystate Wealth Management
Massachusetts
$271K +$258K +3,432 +31,200%
EA
1117
Eudaimonia Advisors
Tennessee
$270K +$258K +3,435 New
APP
1118
Alpha Paradigm Partners
Illinois
$269K +$257K +3,421 New
SRC
1119
Stone Run Capital
New York
$268K -$6.77K -90 -3%
PI
1120
Putnam Investments
Massachusetts
$268K -$1.35K -18 -0.5%
NPPM
1121
North Point Portfolio Managers
Ohio
$267K +$3.31K +44 +1%
RW
1122
Rede Wealth
Virginia
$266K -$1.81K -24 -0.7%
MWM
1123
Modera Wealth Management
New Jersey
$266K +$7.98K +106 +3%
ASFA
1124
All Season Financial Advisors
Colorado
$265K -$226 -3 -0.1%
HAIM
1125
Hunter Associates Investment Management
Pennsylvania
$265K

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.