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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
BCAM
1201
Boston Common Asset Management
Massachusetts
$201K +$10K +124 +4%
HIA
1202
Harbor Investment Advisory
Maryland
$201K +$38K +471 +19%
MHIC
1203
Marble Harbor Investment Counsel
Massachusetts
$200K +$20.1K +249 +9%
CAL
1204
Capital Analysts LLC
Pennsylvania
$197K -$2.18K -27 -0.9%
GTAM
1205
Global Trust Asset Management
Florida
$196K +$2.75K +34 +1%
ETH
1206
Exos TFP Holdings
New York
$196K +$228K +2,830 New
CWC
1207
Carolinas Wealth Consulting
North Carolina
$193K +$404 +5 +0%
MHR
1208
Matthew Hamilton Rosenberg
$190K +$13.4K +166 +6%
PB
1209
Pinnacle Bancorp
Nebraska
$186K
AG
1210
AIA Group
Hong Kong
$184K -$133K -1,643 -38%
OC
1211
Oakworth Capital
Alabama
$182K
GWS
1212
Glassman Wealth Services
Virginia
$181K +$17K +211 +9%
ASBI
1213
American State Bank (Iowa)
Iowa
$178K -$4.2K -52 -2%
CSPAM
1214
Cary Street Partners Asset Management
Virginia
$176K
SN
1215
Sittner & Nelson
Oregon
$176K
VIA
1216
Virtus Investment Advisers
Connecticut
$176K +$206K +2,546 New
SWM
1217
Selective Wealth Management
Virginia
$174K -$80.2K -993 -28%
VNA
1218
Valley National Advisers
Pennsylvania
$174K
EW
1219
Evoke Wealth
California
$173K -$807 -10 -0.4%
LJHT
1220
Laurie J. Hall Trustee
$173K
SAM
1221
S.A. Mason
Michigan
$165K
SWA
1222
Sutton Wealth Advisors
Florida
$165K +$78.2K +969 +69%
CT
1223
Clearstead Trust
Maine
$164K +$191K +2,366 New
LWANC
1224
Laurel Wealth Advisors (North Carolina)
North Carolina
$158K -$18.2K -225 -9%
TFS
1225
TrustCore Financial Services
Tennessee
$158K

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.