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Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1226
Secure Asset Management
Michigan
$237K +$4.1K +51 +2%
ESB
1227
Essex Savings Bank
Connecticut
$236K +$16.1K +200 +8%
RAM
1228
Roanoke Asset Management
New Jersey
$235K
FPAS
1229
Focus Partners Advisor Solutions
Missouri
$234K -$279K -3,478 -56%
PFO
1230
Pathstone Family Office
New Jersey
$234K +$214K +2,669 New
CAM
1231
Campion Asset Management
Virginia
$233K
ED
1232
Exane Derivatives
France
$233K -$115K -1,433 -34%
PHS
1233
Pekin Hardy Strauss
Illinois
$232K -$37.7K -469 -15%
ACM
1234
Advisors Capital Management
New Jersey
$232K -$6.34K -79 -3%
LWAC
1235
Laurel Wealth Advisors (California)
California
$232K +$3.29K +41 +2%
AT
1236
American Trust
Kentucky
$231K -$19.9K -248 -8%
TIA
1237
Tandem Investment Advisors
South Carolina
$230K -$44.7K -556 -17%
AIP
1238
Almanack Investment Partners
Pennsylvania
$230K -$8.75K -109 -4%
Dodge & Cox
1239
Dodge & Cox
California
$230K
DE
1240
Day & Ennis
Georgia
$230K +$80 +1 +0%
YWP
1241
YorkBridge Wealth Partners
New York
$230K +$643 +8 +0.3%
LI
1242
LMCG Investments
Massachusetts
$230K +$217K +2,708 New
CHA
1243
Carmichael Hill & Associates
Maryland
$229K -$39.8K -495 -16%
LAS
1244
Lloyd Advisory Services
Georgia
$228K +$35.8K +446 +20%
WFA
1245
Websterrogers Financial Advisors
South Carolina
$227K +$211K +2,628 New
WPP
1246
Whalerock Point Partners
Rhode Island
$227K
CAM
1247
Covenant Asset Management
New Jersey
$226K
AWM
1248
Atticus Wealth Management
Florida
$226K +$321 +4 +0.2%
MHR
1249
Matthew Hamilton Rosenberg
$225K +$3.61K +45 +2%
HFP
1250
Holistic Financial Partners
Indiana
$225K +$212K +2,643 New

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.