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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1276
Pacific Center for Financial Services
California
$37K
MFT
1277
Moisand Fitzgerald Tamayo
Florida
$37K +$5.49K +72 +16%
TFIPS
1278
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
KFI
1279
Key Financial Inc
Pennsylvania
$36K
AFS
1280
Annapolis Financial Services
Maryland
$36K +$30.5K +400 +449%
BIA
1281
Bell Investment Advisors
California
$36K +$37.8K +496 New
GCM
1282
Gables Capital Management
Florida
$35K
EARNEST Partners
1283
EARNEST Partners
Georgia
$34K
FMP
1284
Financial Management Professionals
Texas
$33K -$7.24K -95 -17%
FPFS
1285
First Personal Financial Services
North Carolina
$33K +$3.05K +40 +10%
JFA
1286
JNBA Financial Advisors
Minnesota
$30K -$3.43K -45 -10%
LWP
1287
Laurel Wealth Planning
Minnesota
$29K
LCM
1288
Logan Capital Management
Pennsylvania
$29K
SGAM
1289
Smith Group Asset Management
Texas
$29K
SFP
1290
Sterling Financial Planning
New Jersey
$28K
SC
1291
Solstein Capital
California
$28K +$14.1K +185 +93%
WWM
1292
Wolff Wiese Magana
California
$27K +$2.67K +35 +10%
WOC
1293
West Oak Capital
California
$26K
KPCM
1294
Kings Point Capital Management
New York
$25K +$76 +1 +0.3%
ME
1295
McIlrath & Eck
Washington
$24K
VCM
1296
Versant Capital Management
Arizona
$21K -$4.42K -58 -17%
PP
1297
PrairieView Partners
Minnesota
$20K
TF
1298
TimeScale Financial
Massachusetts
$20K +$76 +1 +0.4%
JWM
1299
Janiczek Wealth Management
Colorado
$19K -$1.45K -19 -7%
HCM
1300
Highlander Capital Management
New Jersey
$19K

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.