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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
1101
Quarry LP
New York
$79.5K +$83.5K +1,536 New
JFGIW
1102
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79.1K -$124K -2,284 -60%
BAM
1103
Byrne Asset Management
New Jersey
$78K -$59.8K -1,100 Closed
SWM
1104
Sugarloaf Wealth Management
Georgia
$77.7K -$2.45K -45 -3%
VSQM
1105
V-Square Quantitative Management
Illinois
$76.9K +$80.7K +1,484 New
GI
1106
Gradient Investments
Minnesota
$76.5K -$15.1K -278 -16%
BWA
1107
BDO Wealth Advisors
Florida
$76.4K
MMG
1108
Monetary Management Group
Missouri
$75.1K
OIA
1109
Optimum Investment Advisors
Illinois
$74.7K -$27.1K -498 -26%
CBT
1110
CoreFirst Bank & Trust
Kansas
$71.3K -$256K -4,700 -77%
GWMIA
1111
Global Wealth Management Investment Advisory
Florida
$70.4K +$73.9K +1,359 New
CPA
1112
Cowen Prime Advisors
New York
$67.3K
PG
1113
Proffitt & Goodson
Tennessee
$66K
AA
1114
Addison Advisors
Vermont
$64.9K
APW
1115
Acima Private Wealth
Virginia
$60.9K
AWM
1116
Atticus Wealth Management
Florida
$60.4K
VCM
1117
Vigilant Capital Management
Maine
$60K
MCM
1118
MV Capital Management
Maryland
$59.9K +$15.1K +277 +32%
FFA
1119
Farther Finance Advisors
California
$57.1K +$29.5K +542 +97%
SSG
1120
Summit Securities Group
New York
$57K -$29.6K -544 -33%
BEI
1121
Benjamin Edwards Inc
Missouri
$56K -$9.84K -181 -14%
SCM
1122
Silvant Capital Management
Georgia
$55.5K
TWD
1123
True Wealth Design
Ohio
$52.2K
KC
1124
Kenfarb & Co
Kentucky
$51.9K
AP
1125
Atwood & Palmer
Missouri
$51.8K

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.