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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
IGWM
1251
ICA Group Wealth Management
Colorado
$225K +$219K +2,721 New
OC
1252
Oakworth Capital
Alabama
$224K -$69.3K -863 -25%
FCH
1253
Freestone Capital Holdings
Washington
$224K +$6.91K +86 +3%
BP
1254
Ballentine Partners
Massachusetts
$224K +$211K +2,631 New
AIM
1255
Axiom Investment Management
New York
$224K +$213K +2,650 New
GI
1256
GAMCO Investors
Connecticut
$223K -$16.1K -200 -7%
VNA
1257
Valley National Advisers
Pennsylvania
$222K -$32.1K -400 -13%
PIMG
1258
Patriot Investment Management Group
Tennessee
$222K +$210K +2,616 New
SPWM
1259
Schrum Private Wealth Management
Florida
$221K -$1.28K -16 -0.6%
B
1260
Bellecapital
Switzerland
$221K
BBNA
1261
Bremer Bank National Association
Minnesota
$221K +$209K +2,599 New
H6H
1262
Hightower 6M Holding
Kansas
$221K +$209K +2,603 New
NFC
1263
Northeast Financial Consultants
Connecticut
$221K +$209K +2,603 New
FZCM
1264
Flynn Zito Capital Management
New York
$220K -$4.9K -61 -2%
BEAM
1265
Baker Ellis Asset Management
Washington
$219K +$207K +2,575 New
IIC
1266
Integrated Investment Consultants
Michigan
$219K +$207K +2,575 New
NAG
1267
Northstar Advisory Group
New Jersey
$219K +$207K +2,579 New
ASBI
1268
American State Bank (Iowa)
Iowa
$219K -$48.2K -600 -19%
FA
1269
FC Advisory
Pennsylvania
$218K
SN
1270
Sittner & Nelson
Oregon
$217K
FC
1271
Financial Consulate
Maryland
$217K +$205K +2,549 New
IAA
1272
Ironsides Asset Advisors
North Carolina
$217K +$205K +2,555 New
SWP
1273
Summit Wealth Partners
Florida
$217K +$321 +4 +0.2%
NCM
1274
Novare Capital Management
North Carolina
$216K -$24.9K -310 -11%
BCAM
1275
Boston Common Asset Management
Massachusetts
$216K -$24.3K -303 -11%

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.