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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$42.4M +$7.12M +93,392 +19%
WI
102
Wafra Inc
New York
$41.3M +$16.5M +216,446 +62%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$41.2M +$395K +5,183 +0.9%
Victory Capital Management
104
Victory Capital Management
Texas
$40.4M +$24.3M +319,102 +136%
SO
105
STRS Ohio
Ohio
$39.8M +$1.13M +14,791 +3%
Asset Management One
106
Asset Management One
Japan
$37.6M -$787K -10,322 -2%
Canada Life
107
Canada Life
Manitoba, Canada
$37.2M -$1.12M -14,658 -3%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.9M -$166K -2,172 -0.4%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$36.8M -$1.34M -17,526 -3%
GF
110
Gabelli Funds
New York
$36.8M
KACA
111
Kayne Anderson Capital Advisors
California
$36.5M +$3.09M +40,500 +9%
AQR Capital Management
112
AQR Capital Management
Connecticut
$36.3M -$51.6M -676,182 -58%
ACI
113
AMP Capital Investors
Australia
$34.9M +$3.29M +43,097 +10%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$34.7M -$16.9K -222 -0%
GT
115
Glenmede Trust
Pennsylvania
$34.1M -$216K -2,832 -0.6%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$33.2M +$751K +9,855 +2%
MIS
117
Morningstar Investment Services
Illinois
$32.8M -$336K -4,406 -1%
KeyBank National Association
118
KeyBank National Association
Ohio
$32.4M +$942K +12,355 +3%
Stifel Financial
119
Stifel Financial
Missouri
$31.5M +$4.29M +56,239 +15%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$30.8M +$563K +7,386 +2%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$29.6M -$4.78M -62,632 -13%
SC
122
Sasco Capital
Connecticut
$27.7M -$336K -4,400 -1%
VDI
123
Vaughan David Investments
Illinois
$27.5M +$854K +11,205 +3%
MAM
124
Madison Asset Management
Wisconsin
$27.4M +$4.71M +61,824 +20%
SJIC
125
St. James Investment Company
Texas
$27.4M -$1.97M -25,893 -6%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.