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Dominion Energy

1,282 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 481 increasing their positions, 527 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $331M | Put options by funds: $178M

0.96% more ownership

Funds ownership: 70.73%71.68% (+0.96%)

9% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 527

3% less funds holding

Funds holding: 1,3241,282 (-42)

6% less capital invested

Capital invested by funds: $33.1B → $31.1B (-$2.02B)

26% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 121

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,282
Holders Change
-42
Holders Change %
-3.17%
% of All Funds
20.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
89
Increased
481
Reduced
527
Closed
121
Calls
$331M
Puts
$178M
Net Calls
+$152M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
1301
Occudo Quantitative Strategies
Florida
-$1.18M -21,137 Closed
BL
1302
Balentine LLC
Georgia
-$1.18M -21,085 Closed
BTWM
1303
Baker Tilly Wealth Management
Wisconsin
-$1.16M -20,772 Closed
GIM
1304
Goelzer Investment Management
Indiana
-$1.05M -18,693 Closed
Group One Trading
1305
Group One Trading
Illinois
-$980K -18,029 Closed
SRC
1306
Shufro Rose & Co
New York
-$987K -17,662 Closed
EP
1307
Edgestream Partners
New Jersey
-$942K -16,856 Closed
BPC
1308
Banque Pictet & Cie
Switzerland
-$848K -15,171 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1309
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$831K -14,856 Closed
CL
1310
Choreo LLC
Illinois
-$760K -13,597 Closed
BA
1311
Bridgewater Associates
Connecticut
-$704K -12,589 Closed
CWA
1312
CM Wealth Advisors
Ohio
-$677K -12,059 Closed
DI
1313
DFPG Investments
Utah
-$664K -11,885 Closed
CA
1314
Callahan Advisors
Texas
-$625K -11,184 Closed
LSA
1315
Lion Street Advisors
Texas
-$608K -10,870 Closed
WFI
1316
West Family Investments
California
-$597K -10,676 Closed
ACM
1317
Acrisure Capital Management
Texas
-$593K -10,608 Closed
CFAM
1318
Center For Asset Management
Florida
-$584K -10,449 Closed
PTC
1319
Petrus Trust Company
Texas
-$513K -9,170 Closed
DGAM
1320
Desjardins Global Asset Management
Quebec, Canada
-$463K -8,288 Closed
BIA
1321
Bigelow Investment Advisors
Maine
-$454K -8,126 Closed
WIS
1322
Wright Investors Service
Connecticut
-$454K -8,115 Closed
IA
1323
IFG Advisory
Georgia
-$409K -7,315 Closed
FSA
1324
Franklin Street Advisors
North Carolina
-$393K -7,036 Closed
CFG
1325
Citizens Financial Group
Rhode Island
-$382K -6,834 Closed

D Hedge Fund Activity: Q2 2023 in Review

1,282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2023, worth a combined $31.1B — down 6.1% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of D and 89 opened new positions — a net loss of 32 holders — while 527 trimmed existing stakes and 481 added.

The largest buyer was JP Morgan Chase, adding an estimated $188M. The largest seller was Capital World Investors, exiting entirely with an estimated $119M sold.

  • 1,282 institutional investors held Dominion Energy (D) as of Q2 2023, down from 1,324 in Q1 2023.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2023, down 6.1% quarter-over-quarter.
  • 89 funds opened new Dominion Energy positions in Q2 2023 and 121 closed out, a net change of -32 holders.
  • The largest Dominion Energy buyer in Q2 2023 was JP Morgan Chase, an estimated $188M added.
  • The largest Dominion Energy seller in Q2 2023 was Capital World Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2023.