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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1301
West Branch Capital
Massachusetts
$59K -$15.3K -189 -18%
CP
1302
Castleview Partners
Texas
$59K +$4.04K +50 +6%
PA
1303
PSI Advisors
Florida
$57K
CPA
1304
Cowen Prime Advisors
New York
$55K
TWC
1305
TD Waterhouse Canada
Ontario, Canada
$54.5K -$24.4K -302 -28%
CFD
1306
Creative Financial Designs
Indiana
$54K +$11.9K +148 +24%
LD
1307
Lipe & Dalton
New York
$53K
HCP
1308
Hexagon Capital Partners
Arkansas
$53K +$50.5K +625 +434%
BAM
1309
Byrne Asset Management
New Jersey
$51K
BLC
1310
Brown, Lisle/Cummings
Rhode Island
$50.8K
CC
1311
Corsicana & Co
Texas
$50K
KA
1312
Kozak & Associates
Colorado
$49K
AS
1313
Altshuler Shaham
Israel
$49K +$1.13K +14 +2%
CSB
1314
City State Bank
Iowa
$48K
AFS
1315
Annapolis Financial Services
Maryland
$48K +$16.1K +200 +41%
NL
1316
NVWM LLC
Pennsylvania
$45K
PK
1317
Pflug Koory
Nebraska
$45K
TC
1318
Trust Company
Kansas
$42K +$12.1K +150 +33%
OSNBOA
1319
Old Second National Bank of Aurora
Illinois
$41K
TF
1320
TimeScale Financial
Massachusetts
$41K +$8.64K +107 +22%
VC
1321
Vestor Capital
Illinois
$40K
PMFA
1322
Plante Moran Financial Advisors
Michigan
$39K -$46.1K -571 -50%
AIM
1323
Achmea Investment Management
Netherlands
$39K
BBPWM
1324
Blue Bell Private Wealth Management
Pennsylvania
$39K
HWA
1325
HHM Wealth Advisors
Tennessee
$39K

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.