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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
CH
1301
Canton Hathaway
Rhode Island
$104K
CFFP
1302
Center for Financial Planning
Michigan
$104K
PMFA
1303
Plante Moran Financial Advisors
Michigan
$103K -$16.6K -221 -14%
KCM
1304
KRS Capital Management
Michigan
$103K +$99.2K +1,318 New
PG
1305
Proffitt & Goodson
Tennessee
$100K
AIP
1306
Ahrens Investment Partners
Louisiana
$98K +$94.1K +1,250 New
AA
1307
Addison Advisors
Vermont
$97K +$6.02K +80 +7%
LFG
1308
Larson Financial Group
Missouri
$95K +$3.84K +51 +4%
CL
1309
CSS LLC
Illinois
$94K -$745K -9,900 -89%
SCA
1310
Snowden Capital Advisors
New York
$93K -$457K -6,071 -84%
APW
1311
Acima Private Wealth
Virginia
$92K
IRAG
1312
Investment Research & Advisory Group
Georgia
$92K
UCB
1313
United Community Bank
South Carolina
$91.5K +$87.7K +1,165 New
GEA
1314
Glen Eagle Advisors
New Jersey
$88.1K +$602 +8 +0.7%
BAM
1315
Byrne Asset Management
New Jersey
$87K +$83.1K +1,105 New
MCM
1316
Manchester Capital Management
Vermont
$86K
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$84K -$16.9K -225 -17%
SCM
1318
Silvant Capital Management
Georgia
$84K
WBC
1319
West Branch Capital
Massachusetts
$82K -$7.15K -95 -8%
AWM
1320
Avior Wealth Management
Nebraska
$82K
TAIM
1321
TD Ameritrade Investment Management
Nebraska
$82K +$65.3K +868 +508%
AP
1322
Atwood & Palmer
Missouri
$81K
JGIA
1323
Jackson Grant Investment Advisers
Connecticut
$81K +$602 +8 +0.8%
CC
1324
Corsicana & Co
Texas
$80K
AG
1325
AIA Group
Hong Kong
$80K +$76.2K +1,013 New

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.