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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1251
Court Place Advisors
Maryland
$203K +$195K +2,586 New
ESB
1252
Essex Savings Bank
Connecticut
$202K -$131K -1,746 -40%
FCH
1253
Freestone Capital Holdings
Washington
$201K +$192K +2,554 New
FA
1254
FC Advisory
Pennsylvania
$201K +$193K +2,564 New
WPA
1255
West Paces Advisors
Georgia
$201K +$141K +1,880 +278%
SWP
1256
Summit Wealth Partners
Florida
$200K -$58.8K -781 -23%
SN
1257
Sittner & Nelson
Oregon
$200K -$2.78K -37 -1%
CWM
1258
Cornerstone Wealth Management
Missouri
$200K +$192K +2,553 New
AssetMark Inc
1259
AssetMark Inc
California
$199K +$9.26K +123 +5%
LWANC
1260
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K
EW
1261
Evoke Wealth
California
$191K +$451 +6 +0.2%
ZIG
1262
Zullo Investment Group
Pennsylvania
$189K +$181K +2,408 New
T
1263
TOBAM
France
$186K -$37.5K -499 -17%
SAM
1264
S.A. Mason
Michigan
$184K
TF
1265
Tompkins Financial
New York
$181K -$2.03K -27 -1%
TFS
1266
TrustCore Financial Services
Tennessee
$179K
PB
1267
Pinnacle Bancorp
Nebraska
$177K +$4.89K +65 +3%
FMTCOCP
1268
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$176K
LAS
1269
Lloyd Advisory Services
Georgia
$176K +$4.29K +57 +3%
NRA
1270
NSI Retail Advisors
Pennsylvania
$174K -$75.2K -1,000 -31%
VCM
1271
Vigilant Capital Management
Maine
$174K +$46.7K +621 +39%
MIM
1272
Macroview Investment Management
Maryland
$173K
CBT
1273
Central Bank & Trust
Kentucky
$172K
TCM
1274
Tradewinds Capital Management
Washington
$171K +$1.28K +17 +0.8%
CWC
1275
Carolinas Wealth Consulting
North Carolina
$163K +$6.09K +81 +4%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.