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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
SN
1176
Sittner & Nelson
Oregon
$189K
NSB
1177
Norway Savings Bank
Maine
$187K -$19.1K -250 -9%
SWM
1178
Sugarloaf Wealth Management
Georgia
$185K -$23.6K -310 -11%
LWANC
1179
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K -$3.81K -50 -2%
RTC
1180
Riverview Trust Company
Washington
$181K -$128K -1,682 -40%
EW
1181
Evoke Wealth
California
$177K -$458 -6 -0.2%
MA
1182
MUFG Americas
New York
$177K +$166K +2,172 +848%
AssetMark Inc
1183
AssetMark Inc
California
$176K +$79.8K +1,046 +77%
OC
1184
Oakworth Capital
Alabama
$175K -$79K -1,036 -30%
AII
1185
AGF Investments Inc
Ontario, Canada
$175K +$5.49K +72 +3%
KC
1186
Kepos Capital
New York
$172K +$103K +1,351 +134%
SAM
1187
S.A. Mason
Michigan
$171K
TF
1188
Tompkins Financial
New York
$170K +$177K +2,327 New
TFS
1189
TrustCore Financial Services
Tennessee
$166K -$5.49K -72 -3%
FMTCOCP
1190
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$164K
CBT
1191
Central Bank & Trust
Kentucky
$160K -$8.01K -105 -5%
MIM
1192
Macroview Investment Management
Maryland
$160K
PB
1193
Pinnacle Bancorp
Nebraska
$160K +$17.5K +229 +12%
LAS
1194
Lloyd Advisory Services
Georgia
$159K +$52.1K +683 +46%
TCM
1195
Tradewinds Capital Management
Washington
$157K +$1.37K +18 +0.8%
SWA
1196
SOA Wealth Advisors
New York
$150K +$5.26K +69 +3%
QCG
1197
Quadrant Capital Group
Ohio
$149K -$10.6K -139 -6%
MA
1198
MCF Advisors
Kentucky
$149K +$3.35K +44 +2%
HA
1199
Herold Advisors
New York
$146K +$153K +2,000 New
CWC
1200
Carolinas Wealth Consulting
North Carolina
$145K -$42.6K -559 -22%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.