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Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
1101
Roman Butler Fullerton & Co
Missouri
$318K +$241 +3 +0.1%
AFG
1102
Allegheny Financial Group
Pennsylvania
$316K -$55.3K -689 -16%
ECG
1103
Edge Capital Group
Georgia
$316K +$2.81K +35 +0.9%
JFGIW
1104
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$314K -$18.7K -233 -6%
TNBTD
1105
Trustmark National Bank Trust Department
Mississippi
$314K
MA
1106
MJP Associates
Connecticut
$311K +$84.2K +1,048 +40%
GWM
1107
GSB Wealth Management
Connecticut
$310K
RPWA
1108
Regent Peak Wealth Advisors
Georgia
$310K +$2.57K +32 +0.9%
FA
1109
Fiducient Advisors
Illinois
$309K
PP
1110
Paloma Partners
Connecticut
$309K +$293K +3,642 New
IFWM
1111
Institute for Wealth Management
Colorado
$307K
MHS
1112
M Holdings Securities
Oregon
$306K +$289K +3,598 New
PFT
1113
Providence First Trust
Arizona
$306K +$290K +3,605 New
CWA
1114
CJM Wealth Advisers
Virginia
$305K +$289K +3,594 New
WC
1115
Westhampton Capital
North Carolina
$304K
Luther King Capital Management (LKCM)
1116
Luther King Capital Management (LKCM)
Texas
$303K
SIC
1117
Sterling Investment Counsel
New York
$301K -$15.4K -192 -5%
BCM
1118
Birmingham Capital Management
Alabama
$301K
IC
1119
Inverness Counsel
New York
$297K -$5.86K -73 -2%
LFASL
1120
Lugano Financial Advisors SA (LFA)
Switzerland
$297K
FNBOO
1121
First National Bank of Omaha
Nebraska
$296K +$44.2K +550 +19%
BWM
1122
Benchmark Wealth Management
Connecticut
$295K
AC
1123
Addison Capital
Pennsylvania
$294K +$62.4K +777 +29%
SWM
1124
Selective Wealth Management
Virginia
$293K +$7.31K +91 +3%
CAM
1125
Congress Asset Management
Massachusetts
$293K +$277K +3,445 New

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.