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Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1201
Capital Analysts LLC
Pennsylvania
$248K -$883 -11 -0.4%
CWP
1202
Curated Wealth Partners
California
$247K
IAIM
1203
International Assets Investment Management
Florida
$246K +$803 +10 +0.3%
CPSAC
1204
Chas P. Smith & Associates (CPS)
Florida
$244K
MWM
1205
MBE Wealth Management
Wisconsin
$243K
MPW
1206
Monterey Private Wealth
California
$243K +$1.04K +13 +0.5%
LWM
1207
Liberty Wealth Management
California
$243K +$15.7K +196 +7%
CM
1208
Columbus Macro
Pennsylvania
$242K -$1.28K -16 -0.6%
DCM
1209
Dupont Capital Management
Delaware
$241K -$105K -1,310 -32%
NG
1210
Northstar Group
New York
$240K -$167K -2,081 -42%
KA
1211
Klingman & Associates
New York
$240K +$227K +2,829 New
GTAM
1212
Global Trust Asset Management
Florida
$239K
BFPW
1213
BOK Financial Private Wealth
Colorado
$239K +$226K +2,811 New
BIAS
1214
Beacon Investment Advisory Services
New Jersey
$238K -$9.16K -114 -4%
BBW
1215
Blue Barn Wealth
Utah
$238K -$2.17K -27 -1%
CWM
1216
Cabot Wealth Management
Massachusetts
$238K
WSC
1217
Wellington Shields & Co
New York
$238K
IC
1218
Intersect Capital
California
$238K +$1.93K +24 +0.9%
WJWM
1219
Williams Jones Wealth Management
New York
$238K +$225K +2,798 New
EGM
1220
Engineers Gate Manager
New York
$238K +$225K +2,800 New
QC
1221
Quadrature Capital
United Kingdom
$238K +$225K +2,800 New
OAM
1222
Oppenheimer Asset Management
New York
$238K +$225K +2,803 New
P
1223
Pitcairn
Pennsylvania
$237K -$63.8K -794 -22%
AFM
1224
Abbot Financial Management
Massachusetts
$237K
RT
1225
Rockland Trust
Massachusetts
$237K

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.