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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1126
Benchmark Wealth Management
Connecticut
$264K
LJHT
1127
Laurie J. Hall Trustee
$262K
WI
1128
Wintrust Investments
Illinois
$261K -$31K -427 -11%
OC
1129
Oarsman Capital
Wisconsin
$261K -$14.5K -200 -6%
DAS
1130
Dynamic Advisor Solutions
Arizona
$261K +$16.9K +233 +7%
AWM
1131
Aries Wealth Management
Maine
$261K +$42.4K +584 +21%
CF
1132
Clarity Financial
Texas
$260K -$1.66M -22,801 -87%
MSS
1133
Mitchell Sinkler & Starr
Pennsylvania
$260K -$3.63K -50 -1%
DLCIG
1134
D.L. Carlson Investment Group
New Hampshire
$259K -$1.82K -25 -0.7%
DBT
1135
Dubuque Bank & Trust
Iowa
$258K -$10.8K -148 -4%
MWM
1136
Minot Wealth Management
Massachusetts
$258K +$1.82K +25 +0.7%
NL
1137
NWAM LLC
Washington
$258K +$32.6K +449 +15%
KTC
1138
Kistler-Tiffany Companies
Pennsylvania
$258K +$143K +1,968 +137%
PI
1139
Putnam Investments
Massachusetts
$257K -$13.1K -180 -5%
MSFS
1140
Main Street Financial Solutions
Pennsylvania
$256K +$23.6K +325 +11%
FNB
1141
Farmers National Bank
Kentucky
$256K -$11.9K -164 -5%
OFG
1142
Oxford Financial Group
Indiana
$255K
NPPM
1143
North Point Portfolio Managers
Ohio
$254K -$26.1K -360 -10%
SWM
1144
Selective Wealth Management
Virginia
$253K -$15.4K -212 -6%
RIA
1145
Realta Investment Advisors
Delaware
$252K +$241K +3,313 New
EAM
1146
Erste Asset Management
Austria
$252K
CICI
1147
Capital Investment Counsel Inc
North Carolina
$251K -$167K -2,297 -41%
SBH
1148
Segall Bryant & Hamill
Illinois
$251K -$23.7K -326 -9%
VBCG
1149
Valley Brook Capital Group
Pennsylvania
$251K
CC
1150
Courier Capital
New York
$250K +$73 +1 +0%

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.