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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1251
Tompkins Financial
New York
$182K -$14.3K -197 -8%
ACM
1252
Allred Capital Management
Texas
$178K +$171K +2,349 New
SAM
1253
S.A. Mason
Michigan
$178K +$3.49K +48 +2%
TFS
1254
TrustCore Financial Services
Tennessee
$177K +$15K +206 +10%
OC
1255
Oakworth Capital
Alabama
$172K -$1.82K -25 -1%
FMTCOCP
1256
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$170K
Bank Julius Baer & Co
1257
Bank Julius Baer & Co
Switzerland
$169K -$71.2K -980 -31%
SIS
1258
Sound Income Strategies
Florida
$167K -$14.1K -194 -8%
MIM
1259
Macroview Investment Management
Maryland
$167K
CBT
1260
Central Bank & Trust
Kentucky
$159K -$178K -2,453 -54%
APC
1261
Aspire Private Capital
North Carolina
$156K -$113K -1,560 -43%
SWA
1262
SOA Wealth Advisors
New York
$153K
SM
1263
SG3 Management
Puerto Rico
$152K -$72.6K -1,000 -33%
PB
1264
Pinnacle Bancorp
Nebraska
$149K +$7.26K +100 +5%
IBOK
1265
Independence Bank of Kentucky
Kentucky
$146K +$21.1K +291 +18%
TCWM
1266
Total Clarity Wealth Management
Illinois
$145K +$139K +1,909 New
PSB
1267
Piscataqua Savings Bank
New Hampshire
$144K +$138K +1,893 New
AF
1268
Allworth Financial
California
$142K -$5.45K -75 -4%
FFC
1269
First Financial Corp
Indiana
$138K -$3.41K -47 -3%
HIA
1270
Harbor Investment Advisory
Maryland
$134K -$29.8K -410 -19%
BCA
1271
Bray Capital Advisors
Florida
$133K -$145K -1,999 -53%
PFBT
1272
Parkside Financial Bank & Trust
Missouri
$129K -$10.9K -150 -8%
SFSIG
1273
San Francisco Sentry Investment Group
California
$125K +$40.3K +555 +51%
WCM
1274
Wealthcare Capital Management
Virginia
$124K +$118K +1,628 New
RAM
1275
Riggs Asset Management
Pennsylvania
$122K

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.