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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$41.7M -$3.39M -46,705 -8%
GT
102
Glenmede Trust
Pennsylvania
$39.8M +$16M +220,927 +73%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.4M +$2.9M +39,979 +8%
Canada Life
104
Canada Life
Manitoba, Canada
$38.7M -$9.06M -124,793 -20%
GF
105
Gabelli Funds
New York
$38.2M -$73.1K -1,007 -0.2%
LPL Financial
106
LPL Financial
California
$36.8M +$951K +13,098 +3%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$36.7M -$3.17M -43,573 -8%
PI
108
PineBridge Investments
New York
$36.3M +$16.4M +226,321 +90%
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$34.5M -$570K -7,853 -2%
MIS
110
Morningstar Investment Services
Illinois
$34.2M -$1.89M -26,013 -5%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$34.1M +$782K +10,762 +2%
ACI
112
AMP Capital Investors
Australia
$33.8M +$4.65M +64,021 +17%
SJIC
113
St. James Investment Company
Texas
$32.4M +$12.7M +174,867 +70%
SFI
114
Susquehanna Fundamental Investments
Pennsylvania
$32.1M +$29.7M +408,583 +3,049%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$31.6M +$3.38M +46,562 +13%
KACA
116
Kayne Anderson Capital Advisors
California
$31.6M +$11.1M +153,405 +59%
KeyBank National Association
117
KeyBank National Association
Ohio
$31.3M +$2.99M +41,111 +11%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$30.9M +$291K +4,002 +1%
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$30.6M +$21.9M +300,810 +295%
MAM
120
Magellan Asset Management
Australia
$29.6M -$2.1M -28,844 -7%
DZ Bank
121
DZ Bank
Germany
$29.5M +$7.06M +97,188 +33%
SC
122
Sasco Capital
Connecticut
$29.1M +$2.98M +41,090 +12%
Stifel Financial
123
Stifel Financial
Missouri
$28.2M -$601K -8,279 -2%
Squarepoint
124
Squarepoint
New York
$27.2M +$5.8M +79,796 +29%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$27.1M +$81.4K +1,120 +0.3%

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.