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Dominion Energy

1,273 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 435 increasing their positions, 506 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $302M | Put options by funds: $119M

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

4% more funds holding

Funds holding: 1,2231,273 (+50)

0.11% less ownership

Funds ownership: 75.79%75.69% (-0.11%)

0% less capital invested

Capital invested by funds: $31.2B → $31.1B (-$141M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

14% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 506

Holders
1,273
Holders Change
+50
Holders Change %
+4.09%
% of All Funds
18.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
141
Increased
435
Reduced
506
Closed
74
Calls
$302M
Puts
$119M
Net Calls
+$183M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$22.5M -$294K -5,764 -1%
SEI Investments
102
SEI Investments
Pennsylvania
$22.2M -$2.02M -39,658 -8%
DC
103
Davenport & Co
Virginia
$22.2M +$1.55M +30,511 +7%
GF
104
Gabelli Funds
New York
$21.7M -$499K -9,800 -2%
ACG
105
Aventail Capital Group
New York
$21.7M +$15.1M +296,963 +205%
AA
106
ALPS Advisors
Colorado
$21.5M -$1.69M -33,211 -7%
Lord, Abbett & Co
107
Lord, Abbett & Co
New Jersey
$20.6M +$21.4M +420,000 New
SLAM
108
Swiss Life Asset Management
$20.3M +$1.32M +25,917 +7%
Canada Life
109
Canada Life
Manitoba, Canada
$19.6M +$2.55M +50,052 +14%
First Trust Advisors
110
First Trust Advisors
Illinois
$18.8M +$1.33M +26,015 +7%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.5M -$837K -16,428 -4%
CIMLRA
112
CBRE Investment Management Listed Real Assets
Pennsylvania
$18.1M
RJFSA
113
Raymond James Financial Services Advisors
Florida
$18M +$2.47M +48,540 +15%
GGI
114
Godsey & Gibb Inc
Virginia
$18M +$496K +9,730 +3%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$17.9M +$13.9M +272,468 +292%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$17.9M -$449K -8,811 -2%
Mirae Asset Global ETFs Holdings
117
Mirae Asset Global ETFs Holdings
Hong Kong
$17.8M +$18.5M +362,410 New
Jane Street
118
Jane Street
New York
$17.1M -$14.3M -280,753 -45%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$16.5M -$7.29M -143,094 -30%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$16.1M +$482K +9,460 +3%
FAF
121
Första AP-fonden
Sweden
$15.8M +$5.86M +115,000 +55%
Corient Private Wealth
122
Corient Private Wealth
Florida
$15.4M +$164K +3,211 +1%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$15.1M -$1.86M -36,598 -11%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$15M -$8.52M -167,233 -35%
Asset Management One
125
Asset Management One
Japan
$14.9M -$254K -4,995 -2%

D Hedge Fund Activity: Q2 2024 in Review

1,273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2024, worth a combined $31.1B — down 0.45% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new D positions and 74 closed out — a net gain of 67 holders — while 435 added to existing stakes and 506 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $263M. The largest seller was T. Rowe Price Associates, cutting an estimated $261M.

  • 1,273 institutional investors held Dominion Energy (D) as of Q2 2024, up from 1,223 in Q1 2024.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2024, down 0.45% quarter-over-quarter.
  • 141 funds opened new Dominion Energy positions in Q2 2024 and 74 closed out, a net change of +67 holders.
  • The largest Dominion Energy buyer in Q2 2024 was Hotchkis & Wiley Capital Management, an estimated $263M added.
  • The largest Dominion Energy seller in Q2 2024 was T. Rowe Price Associates, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2024.