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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
HR
1226
Howe & Rusling
New York
$97K +$14.8K +194 +17%
CH
1227
Canton Hathaway
Rhode Island
$96K +$5.34K +70 +6%
PFBT
1228
Parkside Financial Bank & Trust
Missouri
$95K +$5.34K +70 +6%
PG
1229
Proffitt & Goodson
Tennessee
$93K
APW
1230
Acima Private Wealth
Virginia
$86K
IRAG
1231
Investment Research & Advisory Group
Georgia
$86K
LFG
1232
Larson Financial Group
Missouri
$84K -$9.76K -128 -10%
AA
1233
Addison Advisors
Vermont
$84K
WBC
1234
West Branch Capital
Massachusetts
$83K +$229 +3 +0.3%
HWA
1235
HHM Wealth Advisors
Tennessee
$82K
GEA
1236
Glen Eagle Advisors
New Jersey
$81.3K
MCM
1237
Manchester Capital Management
Vermont
$80K -$11.5K -151 -12%
SCM
1238
Silvant Capital Management
Georgia
$78K
AWM
1239
Avior Wealth Management
Nebraska
$76K -$18.9K -248 -19%
LD
1240
Lipe & Dalton
New York
$76K
CC
1241
Corsicana & Co
Texas
$75K
AP
1242
Atwood & Palmer
Missouri
$75K +$2.44K +32 +3%
GWSG
1243
GPS Wealth Strategies Group
Colorado
$74K
JGIA
1244
Jackson Grant Investment Advisers
Connecticut
$74K +$610 +8 +0.8%
HSA
1245
Hussman Strategic Advisors
Maryland
$73K -$76.3K -1,000 -50%
SIM
1246
Sonora Investment Management
Arizona
$67K +$76 +1 +0.1%
Acadian Asset Management
1247
Acadian Asset Management
Massachusetts
$63K -$615K -8,060 -90%
PA
1248
PSI Advisors
Florida
$62K +$65K +853 New
AS
1249
Altshuler Shaham
Israel
$60K +$62.8K +824 New
Skandinaviska Enskilda Banken (SEB)
1250
Skandinaviska Enskilda Banken (SEB)
Sweden
$59K

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.