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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
DLA
1201
Douglas Lane & Associates
New York
$227K -$9.71K -129 -4%
EWM
1202
EPG Wealth Management
Georgia
$227K +$978 +13 +0.5%
CPSAC
1203
Chas P. Smith & Associates (CPS)
Florida
$226K
DSC
1204
Duncker Streett & Co
Missouri
$226K
T
1205
TCWP
Ohio
$226K +$216K +2,877 New
IAIM
1206
International Assets Investment Management
Florida
$226K +$217K +2,882 New
CM
1207
Columbus Macro
Pennsylvania
$225K -$15.3K -203 -7%
MWM
1208
MBE Wealth Management
Wisconsin
$224K
NCM
1209
Novare Capital Management
North Carolina
$224K +$214K +2,847 New
CCFP
1210
Charles Carroll Financial Partners
Massachusetts
$224K +$214K +2,850 New
BCAM
1211
Boston Common Asset Management
Massachusetts
$223K +$214K +2,844 New
GI
1212
GAMCO Investors
Connecticut
$222K -$75.2K -1,000 -26%
MPW
1213
Monterey Private Wealth
California
$222K +$978 +13 +0.5%
BBW
1214
Blue Barn Wealth
Utah
$222K +$213K +2,828 New
AIP
1215
Almanack Investment Partners
Pennsylvania
$221K -$315K -4,184 -60%
GTAM
1216
Global Trust Asset Management
Florida
$221K -$6.4K -85 -3%
ACM
1217
Advisors Capital Management
New Jersey
$221K -$376 -5 -0.2%
WSC
1218
Wellington Shields & Co
New York
$220K -$45.1K -600 -18%
CWM
1219
Cabot Wealth Management
Massachusetts
$220K
AFM
1220
Abbot Financial Management
Massachusetts
$219K -$60.5K -804 -22%
RWM
1221
Ritholtz Wealth Management
New York
$219K -$10K -133 -5%
IC
1222
Intersect Capital
California
$219K -$9.03K -120 -4%
RT
1223
Rockland Trust
Massachusetts
$219K +$210K +2,785 New
RAM
1224
Roanoke Asset Management
New Jersey
$217K
VAM
1225
Verity Asset Management
North Carolina
$216K +$207K +2,748 New

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.