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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1326
Clearview Wealth Advisors
Oregon
$56K +$34.5K +475 +181%
LTI
1327
Laffer Tengler Investments
Tennessee
$55.1K +$52.7K +725 New
LC
1328
Lindbrook Capital
California
$55K +$3.92K +54 +8%
RCA
1329
Ranch Capital Advisors
Florida
$54K
PCG
1330
Private Capital Group
Connecticut
$53K +$22.2K +306 +78%
MCM
1331
MV Capital Management
Maryland
$52K +$1.45K +20 +3%
WPA
1332
West Paces Advisors
Georgia
$51.4K +$25.3K +348 +106%
MA
1333
MCF Advisors
Kentucky
$51K
CFD
1334
Creative Financial Designs
Indiana
$50K +$35.2K +484 +270%
NL
1335
NVWM LLC
Pennsylvania
$49K
OSNBOA
1336
Old Second National Bank of Aurora
Illinois
$49K
PK
1337
Pflug Koory
Nebraska
$49K
GAM
1338
Gemmer Asset Management
California
$48K -$17.4K -240 -28%
WOC
1339
West Oak Capital
California
$46K
CAL
1340
Capital Advisors Ltd
Ohio
$45K -$5.08K -70 -11%
TFO
1341
Tarbox Family Office
California
$45K
VC
1342
Vestor Capital
Illinois
$44K
FMP
1343
Financial Management Professionals
Texas
$42K -$1.09K -15 -3%
KFAA
1344
Klaas Financial Asset Advisors
Illinois
$41K -$4.65K -64 -11%
KFI
1345
Key Financial Inc
Pennsylvania
$38K
OCM
1346
Orion Capital Management
California
$38K
PCFFS
1347
Pacific Center for Financial Services
California
$38K
HS
1348
Horan Securities
United States
$38K +$25.6K +353 +249%
LCM
1349
Logan Capital Management
Pennsylvania
$38K +$36.2K +498 New
KFP
1350
KB Financial Partners
New Jersey
$37K +$35.2K +485 New

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.