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Dominion Energy

1,273 hedge funds and large institutions have $31.1B invested in Dominion Energy in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 435 increasing their positions, 506 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $302M | Put options by funds: $119M

91% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 74

4% more funds holding

Funds holding: 1,2231,273 (+50)

0.11% less ownership

Funds ownership: 75.79%75.69% (-0.11%)

0% less capital invested

Capital invested by funds: $31.2B → $31.1B (-$141M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

14% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 506

Holders
1,273
Holders Change
+50
Holders Change %
+4.09%
% of All Funds
18.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
141
Increased
435
Reduced
506
Closed
74
Calls
$302M
Puts
$119M
Net Calls
+$183M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
1301
Perpetual Ltd
Australia
-$417K -8,600 Closed
SP
1302
Systematic Portfolios
New York
-$391K -7,950 Closed
FTIS
1303
First Trust Investment Solutions
Florida
-$362K -7,359 Closed
RBC
1304
Romano Brothers & Co
Illinois
-$356K -7,232 Closed
BCM
1305
Bluefin Capital Management
New York
-$339K -6,900 Closed
GIM
1306
Groesbeck Investment Management
New Jersey
-$319K -6,489 Closed
FFP
1307
FourThought Financial Partners
Florida
-$319K -6,485 Closed
PWLP
1308
Prio Wealth Limited Partnership
Massachusetts
-$318K -6,472 Closed
AIA
1309
Armor Investment Advisors
North Carolina
-$310K -6,309 Closed
BBP
1310
Banco BTG Pactual
Brazil
-$294K -5,971 Closed
FA
1311
FDx Advisors
Illinois
-$270K -5,485 Closed
NHT
1312
New Hampshire Trust
New Hampshire
-$260K -5,282 Closed
PTC
1313
Philadelphia Trust Company
Pennsylvania
-$260K -5,280 Closed
NCM
1314
Novare Capital Management
North Carolina
-$255K -5,177 Closed
TWM
1315
Trueblood Wealth Management
Ohio
-$235K -4,787 Closed
HA
1316
Herold Advisors
New York
-$233K -4,735 Closed
PFA
1317
Pure Financial Advisors
California
-$226K -4,594 Closed
RB
1318
Renasant Bank
Mississippi
-$226K -4,587 Closed
FFM
1319
Forum Financial Management
Illinois
-$222K -4,511 Closed
HKAM
1320
Horizon Kinetics Asset Management
New York
-$221K -4,501 Closed
KFC
1321
Klingenstein Fields & Co
New York
-$218K -4,428 Closed
FCCM
1322
First City Capital Management
Georgia
-$216K -4,386 Closed
SG
1323
StoneX Group
New York
-$211K -4,295 Closed
GCP
1324
GSA Capital Partners
United Kingdom
-$211K -4,291 Closed
BFO
1325
Boston Family Office
Massachusetts
-$210K -4,275 Closed

D Hedge Fund Activity: Q2 2024 in Review

1,273 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2024, worth a combined $31.1B — down 0.45% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new D positions and 74 closed out — a net gain of 67 holders — while 435 added to existing stakes and 506 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $263M. The largest seller was T. Rowe Price Associates, cutting an estimated $261M.

  • 1,273 institutional investors held Dominion Energy (D) as of Q2 2024, up from 1,223 in Q1 2024.
  • Funds reported $31.1B of Dominion Energy stock for Q2 2024, down 0.45% quarter-over-quarter.
  • 141 funds opened new Dominion Energy positions in Q2 2024 and 74 closed out, a net change of +67 holders.
  • The largest Dominion Energy buyer in Q2 2024 was Hotchkis & Wiley Capital Management, an estimated $263M added.
  • The largest Dominion Energy seller in Q2 2024 was T. Rowe Price Associates, an estimated $261M sold.

Based on aggregated 13F filings for Q2 2024.