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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
ARMT
1126
Amica Retiree Medical Trust
Rhode Island
$263K
LIA
1127
LSP Investment Advisors
New York
$263K
MCM
1128
Monarch Capital Management
Indiana
$263K
OFG
1129
Oxford Financial Group
Indiana
$263K
SWM
1130
Selective Wealth Management
Virginia
$263K +$376 +5 +0.1%
FWP
1131
Firethorn Wealth Partners
Georgia
$263K +$252K +3,345 New
WP
1132
WealthShield Partners
North Carolina
$263K +$252K +3,349 New
RWI
1133
Red Wave Investments
Pennsylvania
$262K +$1.43K +19 +0.6%
MFC
1134
Morris Financial Concepts
South Carolina
$261K +$250K +3,321 New
FNB
1135
Farmers National Bank
Kentucky
$261K -$15.6K -207 -6%
BC
1136
Barnett & Company
Tennessee
$260K +$6.4K +85 +3%
RGC
1137
Roberts, Glore & Co
Illinois
$259K
EFS
1138
Essex Financial Services
Connecticut
$259K +$26.1K +347 +12%
CCFCSB
1139
Cape Cod Five Cents Savings Bank
Massachusetts
$258K -$22.7K -302 -8%
SBH
1140
Segall Bryant & Hamill
Illinois
$258K
NF
1141
NTB Financial
Colorado
$258K +$247K +3,289 New
MCWS
1142
McKinley Carter Wealth Services
West Virginia
$256K -$42.1K -560 -15%
TIA
1143
Tandem Investment Advisors
South Carolina
$256K +$246K +3,265 New
SP
1144
Symmetry Partners
Connecticut
$255K -$244K -3,243 -50%
AWM
1145
Aries Wealth Management
Maine
$254K -$10.5K -140 -4%
MMHP
1146
Murphy Middleton Hinkle & Parker
Georgia
$254K
CS
1147
Comerica Securities
Michigan
$252K -$67.3K -894 -22%
EWA
1148
ERTS Wealth Advisors
Michigan
$251K -$14.9K -198 -6%
PHS
1149
Pekin Hardy Strauss
Illinois
$251K
CHA
1150
Carmichael Hill & Associates
Maryland
$251K +$376 +5 +0.2%

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.