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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
VNA
1176
Valley National Advisers
Pennsylvania
$236K -$67K -891 -23%
B
1177
Brightworth
Georgia
$236K +$226K +3,001 New
LF
1178
Lantz Financial
Illinois
$236K +$226K +3,008 New
BAM
1179
Barrett Asset Management
New York
$235K +$2.71K +36 +1%
MC
1180
Miramar Capital
Illinois
$235K +$225K +2,985 New
TSS
1181
Two Sigma Securities
New York
$234K -$904K -12,020 -80%
PAMG
1182
Patton Albertson Miller Group
Tennessee
$234K -$122K -1,618 -35%
ST
1183
Somerset Trust
Pennsylvania
$234K +$224K +2,983 New
B
1184
Bridgeworth
Alabama
$233K -$30.5K -406 -12%
EHWM
1185
Eads & Heald Wealth Management
Georgia
$233K -$29K -385 -11%
MCG
1186
McCollum Christoferson Group
New York
$233K -$3.01K -40 -1%
SWA
1187
SFMG Wealth Advisors
Texas
$233K +$223K +2,970 New
LJHT
1188
Laurie J. Hall Trustee
$232K -$36.4K -484 -14%
BFC
1189
Bedel Financial Consulting
Indiana
$232K +$752 +10 +0.3%
FAG
1190
Fortitude Advisory Group
Washington
$232K +$222K +2,948 New
AT
1191
American Trust
Kentucky
$232K +$223K +2,960 New
LA
1192
LexAurum Advisors
Kansas
$231K -$71.7K -953 -24%
VCAM
1193
Van Cleef Asset Management
Ohio
$231K
FNBOO
1194
First National Bank of Omaha
Nebraska
$230K -$5.27K -70 -2%
KFP
1195
KMG Fiduciary Partners
Ohio
$230K
CAL
1196
Capital Analysts LLC
Pennsylvania
$230K +$1.2K +16 +0.6%
BIAS
1197
Beacon Investment Advisory Services
New Jersey
$229K -$104K -1,386 -32%
NRS
1198
Neville Rodie & Shaw
New York
$229K -$3.76K -50 -2%
CWM
1199
Cahaba Wealth Management
Georgia
$229K +$219K +2,910 New
FIM
1200
Freedom Investment Management
Connecticut
$227K -$13.8K -184 -6%

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.