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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
VCM
1301
Vigilant Capital Management
Maine
$88K -$36.3K -500 -30%
IRAG
1302
Investment Research & Advisory Group
Georgia
$88K
MCM
1303
Manchester Capital Management
Vermont
$88K +$5.08K +70 +6%
LFG
1304
Larson Financial Group
Missouri
$88K +$57K +785 +212%
HR
1305
Howe & Rusling
New York
$86K
HWA
1306
HHM Wealth Advisors
Tennessee
$85K
MIFH
1307
Migdal Insurance & Financial Holdings
Israel
$85K +$81.6K +1,124 New
GEA
1308
Glen Eagle Advisors
New Jersey
$84.5K
CCC
1309
Crescent Capital Consulting
Louisiana
$84K +$25.4K +349 +46%
SCM
1310
Silvant Capital Management
Georgia
$81K
AssetMark Inc
1311
AssetMark Inc
California
$80K -$5.3K -73 -6%
HFS
1312
Horizon Financial Services
North Carolina
$79K
LD
1313
Lipe & Dalton
New York
$79K
HWMA
1314
Heritage Wealth Management (Arizona)
Arizona
$79K +$75.8K +1,043 New
GWSG
1315
GPS Wealth Strategies Group
Colorado
$77K +$73.7K +1,015 New
JGIA
1316
Jackson Grant Investment Advisers
Connecticut
$76K +$581 +8 +0.8%
IFA
1317
Interactive Financial Advisors
Illinois
$75K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69K +$66K +908 New
CAM
1319
CenterStar Asset Management
Illinois
$65K
HFS
1320
HBC Financial Services
Washington
$62.6K +$29.1K +400 +100%
ADL
1321
Asset Dedication LLC
California
$62K -$45.8K -630 -44%
CPA
1322
Cowen Prime Advisors
New York
$61K
Skandinaviska Enskilda Banken (SEB)
1323
Skandinaviska Enskilda Banken (SEB)
Sweden
$61K
VCM
1324
Versant Capital Management
Arizona
$59K -$1.38K -19 -2%
BG
1325
Bollard Group
Massachusetts
$58K +$363 +5 +0.7%

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.