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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1101
Probity Advisors
Texas
$261K
FA
1102
Fagan Associates
New York
$260K -$20.2K -250 -6%
PWPS
1103
Pinnacle Wealth Planning Services
Ohio
$260K -$81 -1 -0%
EB
1104
Eastern Bank
Massachusetts
$260K
GAMC
1105
Garner Asset Management Corp
Texas
$260K
SIC
1106
Sterling Investment Counsel
New York
$260K +$6.86K +85 +2%
HBW
1107
Hazlett, Burt & Watson
West Virginia
$259K -$10.9K -135 -4%
PAI
1108
Pittenger & Anderson Inc
Nebraska
$259K
EFS
1109
Essex Financial Services
Connecticut
$259K +$2.66K +33 +0.9%
DRD
1110
Dennis R. Delaney
$259K +$302K +3,744 New
ER
1111
Enlightenment Research
Florida
$256K +$299K +3,700 New
MHS
1112
M Holdings Securities
Oregon
$253K +$5.25K +65 +2%
GWM
1113
GSB Wealth Management
Connecticut
$252K
FA
1114
Fiducient Advisors
Illinois
$251K
CWA
1115
CJM Wealth Advisers
Virginia
$250K -$4.92K -61 -2%
IFWM
1116
Institute for Wealth Management
Colorado
$250K -$1.61K -20 -0.5%
RBFC
1117
Roman Butler Fullerton & Co
Missouri
$250K +$323 +4 +0.1%
ECG
1118
Edge Capital Group
Georgia
$250K +$14.3K +177 +5%
IGWM
1119
ICA Group Wealth Management
Colorado
$249K +$42.8K +530 +17%
NP
1120
NorthRock Partners
Minnesota
$247K +$21.6K +268 +8%
PWA
1121
Physician Wealth Advisors
Utah
$246K +$81 +1 +0%
EFSCE
1122
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$20.7K +257 +8%
BCM
1123
Birmingham Capital Management
Alabama
$245K
QCM
1124
Quantinno Capital Management
New York
$243K +$52.5K +650 +23%
BWM
1125
Benchmark Wealth Management
Connecticut
$240K

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.