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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1226
Almanack Investment Partners
Pennsylvania
$156K -$46.7K -579 -20%
FMTCOCP
1227
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$155K
DCBT
1228
Dakota Community Bank & Trust
North Dakota
$154K +$180K +2,225 New
NRA
1229
NSI Retail Advisors
Pennsylvania
$153K
MIM
1230
Macroview Investment Management
Maryland
$152K
NSB
1231
Norway Savings Bank
Maine
$151K -$22.6K -280 -11%
PFT
1232
Providence First Trust
Arizona
$150K -$116K -1,439 -40%
AssetMark Inc
1233
AssetMark Inc
California
$148K -$26.2K -325 -13%
IWA
1234
Icon Wealth Advisors
Texas
$146K +$170K +2,108 New
HS
1235
Horan Securities
United States
$145K +$6.78K +84 +4%
ZIG
1236
Zullo Investment Group
Pennsylvania
$144K -$21.1K -262 -11%
CBT
1237
Central Bank & Trust
Kentucky
$144K
SWA
1238
SOA Wealth Advisors
New York
$143K +$484 +6 +0.3%
JWA
1239
JFS Wealth Advisors
Pennsylvania
$143K +$807 +10 +0.5%
MA
1240
MCF Advisors
Kentucky
$141K
TCWA
1241
Ten Capital Wealth Advisors
Washington
$140K +$164K +2,032 New
AA
1242
Alta Advisers
United Kingdom
$138K +$161K +2,000 New
OIA
1243
Optimum Investment Advisors
Illinois
$134K +$81 +1 +0.1%
WPA
1244
West Paces Advisors
Georgia
$131K -$10K -124 -6%
IFAM
1245
Institutional & Family Asset Management
Colorado
$131K +$153K +1,900 New
GI
1246
Gradient Investments
Minnesota
$126K -$14.4K -178 -9%
FFC
1247
First Financial Corp
Indiana
$125K
BIP
1248
Blueprint Investment Partners
North Carolina
$125K +$146K +1,807 New
MCM
1249
MV Capital Management
Maryland
$123K +$13.9K +172 +11%
EC
1250
EdgeRock Capital
Colorado
$123K +$144K +1,780 New

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.