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Dominion Energy

1,273 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 435 increasing their positions, 506 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $302M | Put options by funds: $119M

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

4% more funds holding

Funds holding: 1,2231,273 (+50)

0.11% less ownership

Funds ownership: 75.79%75.69% (-0.11%)

0% less capital invested

Capital invested by funds: $31.2B → $31.1B (-$141M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

14% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 506

Holders
1,273
Holders Change
+50
Holders Change %
+4.09%
% of All Funds
18.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
141
Increased
435
Reduced
506
Closed
74
Calls
$302M
Puts
$119M
Net Calls
+$183M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1126
Rise Advisors
New York
$31.8K +$1.99K +39 +6%
CCA
1127
Catalyst Capital Advisors
New York
$31.7K -$5.09K -100 -13%
MRC
1128
Millburn Ridgefield Corp
New York
$31.7K -$5.09K -100 -13%
CFFP
1129
Center for Financial Planning
Michigan
$31.4K -$19.1K -375 -37%
FDCP
1130
Foster Dykema Cabot & Partners
Massachusetts
$30.8K -$19.9K -391 -38%
AWM
1131
Atticus Wealth Management
Florida
$29.1K
AT
1132
Avalon Trust
New Mexico
$28.9K
OSNBOA
1133
Old Second National Bank of Aurora
Illinois
$28.8K
CCA
1134
Criterion Capital Advisors
Tennessee
$28.4K
BBPWM
1135
Blue Bell Private Wealth Management
Pennsylvania
$28.3K
SFA
1136
Semmax Financial Advisors
North Carolina
$27.8K -$26.4K -519 -51%
OIA
1137
Optimum Investment Advisors
Illinois
$27.6K
BWAM
1138
Boyd Watterson Asset Management
Ohio
$27.3K
LOIP
1139
Live Oak Investment Partners
Texas
$27.3K
TFF
1140
The Family Firm
Maryland
$27.3K +$28.4K +557 New
CT
1141
Clearstead Trust
Maine
$26.4K
BSB
1142
Bangor Savings Bank
Maine
$24.6K -$153 -3 -0.6%
HSA
1143
Hussman Strategic Advisors
Maryland
$24.5K
OCM
1144
Orion Capital Management
California
$24.5K
PCFFS
1145
Pacific Center for Financial Services
California
$24.5K
DI
1146
DAGCO Inc
Ohio
$24K +$153 +3 +0.6%
CJL
1147
Cyrus J. Lawrence
New York
$24K +$25.5K +500 New
RTC
1148
Riverview Trust Company
Washington
$23.7K
TSMHT
1149
Thurston Springer Miller Herd & Titak
Indiana
$23K +$23.8K +468 New
PCA
1150
Providence Capital Advisors
North Carolina
$22.4K +$11K +216 +89%

D Hedge Fund Activity: Q2 2024 in Review

1,273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2024, worth a combined $31.1B — down 0.45% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new D positions and 74 closed out — a net gain of 67 holders — while 435 added to existing stakes and 506 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $263M. The largest seller was T. Rowe Price Associates, cutting an estimated $261M.

  • 1,273 institutional investors held Dominion Energy (D) as of Q2 2024, up from 1,223 in Q1 2024.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2024, down 0.45% quarter-over-quarter.
  • 141 funds opened new Dominion Energy positions in Q2 2024 and 74 closed out, a net change of +67 holders.
  • The largest Dominion Energy buyer in Q2 2024 was Hotchkis & Wiley Capital Management, an estimated $263M added.
  • The largest Dominion Energy seller in Q2 2024 was T. Rowe Price Associates, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2024.