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Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1301
Virtu Financial
New York
$207K +$196K +2,440 New
GWM
1302
Gray Wealth Management
Maine
$206K +$194K +2,421 New
IP
1303
Ignite Planners
California
$206K +$195K +2,428 New
GIA
1304
Gladstone Institutional Advisory
Florida
$205K +$193K +2,409 New
ZIG
1305
Zullo Investment Group
Pennsylvania
$204K -$241 -3 -0.1%
MHIC
1306
Marble Harbor Investment Counsel
Massachusetts
$204K +$193K +2,400 New
NJBEST
1307
New Jersey Better Educational Savings Trust
New Jersey
$204K +$193K +2,400 New
ROTUOC
1308
Regents of the University of California
California
$204K +$193K +2,400 New
EHWM
1309
Eads & Heald Wealth Management
Georgia
$203K -$45.9K -572 -19%
OFP
1310
OLIO Financial Planning
Virginia
$203K +$192K +2,386 New
BHTS
1311
Bar Harbor Trust Services
Maine
$202K +$190K +2,371 New
XS
1312
XR Securities
Illinois
$202K +$191K +2,375 New
KFSC
1313
Keystone Financial Services (Colorado)
Colorado
$202K +$194K +2,413 New
CAG
1314
Crestwood Advisors Group
Massachusetts
$201K +$190K +2,360 New
RCM
1315
RB Capital Management
Nevada
$201K +$190K +2,362 New
LWM
1316
Laidlaw Wealth Management
New York
$201K +$190K +2,365 New
WI
1317
Wintrust Investments
Illinois
$201K +$190K +2,368 New
SAM
1318
S.A. Mason
Michigan
$200K
CFIA
1319
Cantor Fitzgerald Investment Advisors
New York
$200K +$189K +2,350 New
NC
1320
NBW Capital
Massachusetts
$200K +$189K +2,358 New
APWM
1321
Atlas Private Wealth Management
New York
$200K +$189K +2,359 New
NIM
1322
Northeast Investment Management
Massachusetts
$200K +$189K +2,359 New
GWS
1323
Glassman Wealth Services
Virginia
$197K -$219K -2,721 -54%
TFS
1324
TrustCore Financial Services
Tennessee
$194K
DSC
1325
Duncker Streett & Co
Missouri
$193K -$48.2K -600 -21%

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.