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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
AWM
1176
Apollon Wealth Management
South Carolina
$239K +$229K +3,149 New
WPW
1177
Waldron Private Wealth
Pennsylvania
$236K +$18.2K +250 +9%
DWA
1178
Douglass Winthrop Advisors
New York
$235K -$10.9K -150 -5%
Fayez Sarofim & Co
1179
Fayez Sarofim & Co
Texas
$235K -$7.26K -100 -3%
HWA
1180
Hillcrest Wealth Advisors
New Jersey
$235K +$225K +3,099 New
CFP
1181
Curran Financial Partners
South Carolina
$234K
FIM
1182
Freedom Investment Management
Connecticut
$233K -$15.6K -215 -7%
SWMG
1183
Strategic Wealth Management Group
Maryland
$233K -$2.69K -37 -1%
GWAG
1184
Garrett Wealth Advisory Group
Texas
$231K +$1.89K +26 +0.9%
PCM
1185
Pennsylvania Capital Management
Pennsylvania
$230K -$3.63K -50 -2%
KWM
1186
Keebeck Wealth Management
Illinois
$230K +$220K +3,030 New
RCWMU
1187
Rothschild & Co Wealth Management (UK)
United Kingdom
$229K
FNBOO
1188
First National Bank of Omaha
Nebraska
$228K -$10.9K -150 -5%
GJIC
1189
Gamble Jones Investment Counsel
California
$228K +$7.19K +99 +3%
MC
1190
Machina Capital
France
$228K +$218K +3,000 New
BAM
1191
Barrett Asset Management
New York
$226K -$25.4K -350 -11%
AWM
1192
Altium Wealth Management
New York
$226K +$216K +2,970 New
KFP
1193
KMG Fiduciary Partners
Ohio
$225K -$121K -1,664 -36%
B
1194
Bridgeworth
Alabama
$225K -$45.5K -626 -17%
NRS
1195
Neville Rodie & Shaw
New York
$225K -$31.2K -430 -13%
LC
1196
LCNB Corp
Ohio
$225K -$11.3K -155 -5%
RWM
1197
Ritholtz Wealth Management
New York
$225K +$215K +2,964 New
AC
1198
Athanor Capital
New York
$224K -$912K -12,558 -81%
TNA
1199
True North Advisors
Texas
$223K
VCAM
1200
Van Cleef Asset Management
Ohio
$223K

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.