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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
VBCG
1176
Valley Brook Capital Group
Pennsylvania
$215K
DWA
1177
Douglass Winthrop Advisors
New York
$214K
FIB
1178
First Interstate Bank
Montana
$214K +$2.42K +30 +1%
ACM
1179
Allred Capital Management
Texas
$214K +$251K +3,109 New
AWM
1180
Atticus Wealth Management
Florida
$213K
RGC
1181
Roberts, Glore & Co
Illinois
$211K
T
1182
TCWP
Ohio
$211K +$5.41K +67 +2%
FAG
1183
Fortitude Advisory Group
Washington
$210K -$323 -4 -0.1%
Fayez Sarofim & Co
1184
Fayez Sarofim & Co
Texas
$210K
CGA
1185
Crescent Grove Advisors
Illinois
$209K
MCWS
1186
McKinley Carter Wealth Services
West Virginia
$209K +$10K +124 +4%
ZCM
1187
Ziegler Capital Management
Illinois
$209K +$36.2K +448 +17%
BBNA
1188
Bremer Bank National Association
Minnesota
$208K -$10.3K -128 -4%
FCIM
1189
Fairview Capital Investment Management
California
$208K
LA
1190
LexAurum Advisors
Kansas
$208K +$5.65K +70 +2%
CA
1191
Crewe Advisors
Utah
$208K +$8.96K +111 +4%
SCA
1192
Southern Capital Advisors
Tennessee
$207K
CWM
1193
Cahaba Wealth Management
Georgia
$207K +$3.23K +40 +1%
CPO
1194
Cerity Partners OCIO
New York
$207K +$35.4K +438 +17%
BST
1195
Bath Savings Trust
Maine
$206K
CHA
1196
Carmichael Hill & Associates
Maryland
$204K +$20.6K +255 +9%
VCAM
1197
Van Cleef Asset Management
Ohio
$203K
EA
1198
Eudaimonia Advisors
Tennessee
$202K
BBW
1199
Blue Barn Wealth
Utah
$202K +$7.18K +89 +3%
BWM
1200
BCGM Wealth Management
Indiana
$201K -$63.8K -790 -21%

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.