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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
SWA
1276
SOA Wealth Advisors
New York
$162K +$376 +5 +0.2%
SWM
1277
Sugarloaf Wealth Management
Georgia
$160K -$37.3K -496 -20%
GI
1278
Gradient Investments
Minnesota
$152K +$36.6K +487 +34%
MCM
1279
MV Capital Management
Maryland
$147K -$451 -6 -0.3%
TWC
1280
TD Waterhouse Canada
Ontario, Canada
$145K +$139K +1,844 New
OIA
1281
Optimum Investment Advisors
Illinois
$144K
HS
1282
Horan Securities
United States
$144K +$137K +1,827 New
FFC
1283
First Financial Corp
Indiana
$142K
SFM
1284
Signet Financial Management
New Jersey
$142K +$136K +1,805 New
HIA
1285
Harbor Investment Advisory
Maryland
$139K
ADL
1286
Asset Dedication LLC
California
$137K +$7K +93 +6%
RAM
1287
Riggs Asset Management
Pennsylvania
$127K
PSB
1288
Piscataqua Savings Bank
New Hampshire
$126K -$12.1K -161 -9%
IBOK
1289
Independence Bank of Kentucky
Kentucky
$126K
IFA
1290
Interactive Financial Advisors
Illinois
$125K
BCP
1291
Blue Chip Partners
Michigan
$121K
BWA
1292
BDO Wealth Advisors
Florida
$121K +$4.74K +63 +4%
MMG
1293
Monetary Management Group
Missouri
$114K
FWM
1294
Focused Wealth Management
New York
$112K +$828 +11 +0.8%
CA
1295
CoreCap Advisors
Michigan
$112K +$108K +1,432 New
SWA
1296
Sutton Wealth Advisors
Florida
$110K -$1.13K -15 -1%
MIFH
1297
Migdal Insurance & Financial Holdings
Israel
$109K +$4.59K +61 +5%
GWSG
1298
GPS Wealth Strategies Group
Colorado
$108K +$26.6K +354 +35%
HR
1299
Howe & Rusling
New York
$105K
BCA
1300
Bray Capital Advisors
Florida
$105K +$75 +1 +0.1%

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.