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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
NOI
1301
Newton One Investments
Delaware
$19K
TWM
1302
Tradition Wealth Management
Minnesota
$19K
BAM
1303
Bellevue Asset Management
Washington
$19K +$3.81K +50 +25%
AAP
1304
Arax Advisory Partners
Colorado
$19K +$10.8K +141 +121%
AIC
1305
Archer Investment Corporation
Indiana
$19K
AWM
1306
Accel Wealth Management
Iowa
$18K
CIAS
1307
CBIZ Investment Advisory Services
Ohio
$18K
CPFP
1308
Clear Perspectives Financial Planning
Ohio
$18K
HWMA
1309
Heritage Wealth Management (Arizona)
Arizona
$18K
LB
1310
Legacy Bridge
Iowa
$18K
RA
1311
Resolute Advisors
California
$17K
PFA
1312
Professional Financial Advisors
Nebraska
$16K
EBA
1313
Eagle Bay Advisors
New York
$16K +$7.78K +102 +78%
TFM
1314
TFC Financial Management
Massachusetts
$16K +$12.7K +166 +319%
KFS
1315
Kelly Financial Services
Massachusetts
$15.3K -$1.15M -15,125 -99%
WIM
1316
Westside Investment Management
California
$15.2K
AW
1317
Avion Wealth
Texas
$15K
COCM
1318
Charter Oak Capital Management
New Hampshire
$15K
FPB
1319
First PREMIER Bank
South Dakota
$15K
WWMSC
1320
Wagner Wealth Management (South Carolina)
South Carolina
$15K
APWA
1321
Atlas Private Wealth Advisors
New Jersey
$15K +$153 +2 +1%
CC
1322
Centiva Capital
New York
$15K +$3.13M +41,100 New
FDCDDQ
1323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K -$1.6K -21 -10%
CTB
1324
Country Trust Bank
Illinois
$14K -$1.83K -24 -11%
PWMG
1325
Prestige Wealth Management Group
New Jersey
$14K

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.