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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
VCG
1151
Vantage Consulting Group
Virginia
$227K +$4.36K +54 +2%
FI
1152
Financial Insights
Washington
$227K +$265K +3,281 New
PI
1153
Putnam Investments
Massachusetts
$226K -$1.86K -23 -0.7%
AWM
1154
Aries Wealth Management
Maine
$226K
MCM
1155
Monarch Capital Management
Indiana
$225K -$8.07K -100 -3%
CFP
1156
Curran Financial Partners
South Carolina
$225K +$1.05K +13 +0.4%
APF
1157
Alaska Permanent Fund
Alaska
$225K +$50.6K +627 +24%
IIC
1158
Ironwood Investment Counsel
Arizona
$224K +$12.1K +150 +5%
BFA
1159
Benedict Financial Advisors
Georgia
$223K -$38.7K -480 -13%
GHAM
1160
Gilman Hill Asset Management
Connecticut
$223K
MMHP
1161
Murphy Middleton Hinkle & Parker
Georgia
$223K
WJWM
1162
Williams Jones Wealth Management
New York
$222K -$59.3K -734 -19%
RPWA
1163
Regent Peak Wealth Advisors
Georgia
$222K +$28.3K +350 +12%
EWA
1164
ERTS Wealth Advisors
Michigan
$221K -$404 -5 -0.2%
GWAG
1165
Garrett Wealth Advisory Group
Texas
$221K +$2.1K +26 +0.8%
AIP
1166
ARS Investment Partners
New York
$221K +$258K +3,200 New
FNB
1167
Farmers National Bank
Kentucky
$221K
AFG
1168
Allegheny Financial Group
Pennsylvania
$220K -$57.9K -717 -18%
CAL
1169
Capital Advisors Ltd
Ohio
$220K +$9.04K +112 +4%
PIMG
1170
Patriot Investment Management Group
Tennessee
$218K -$14.2K -176 -5%
SC
1171
Sawyer & Company
Massachusetts
$218K -$5.57K -69 -2%
WP
1172
WealthShield Partners
North Carolina
$218K +$18.5K +229 +8%
WPP
1173
Whalerock Point Partners
Rhode Island
$218K +$39.2K +485 +18%
MIM
1174
MTM Investment Management
South Carolina
$217K
CWP
1175
Concord Wealth Partners
Virginia
$217K +$13.4K +166 +6%

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.