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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1326
Winch Advisory Services
Wisconsin
$14K +$6.02K +79 +69%
BA
1327
Bellwether Advisors
Nebraska
$14K +$14.9K +196 New
GCM
1328
Gladius Capital Management
Illinois
$13K -$1.72M -22,577 -99%
TAIM
1329
TD Ameritrade Investment Management
Nebraska
$13K -$74K -970 -85%
WLPWM
1330
Walled Lake Planning & Wealth Management
Illinois
$13K -$3.35K -44 -19%
ETC
1331
Exchange Traded Concepts
Oklahoma
$13K -$1.68K -22 -11%
CFD
1332
Creative Financial Designs
Indiana
$13K +$153 +2 +1%
ARMC
1333
American Research & Management Company
Massachusetts
$12K
SJIM
1334
St. Johns Investment Management
Florida
$11K -$1.91K -25 -14%
RIM
1335
Rockbridge Investment Management
New York
$11K
TFGT
1336
TS Financial Group (TSFG)
Illinois
$11K
Loomis, Sayles & Company
1337
Loomis, Sayles & Company
Massachusetts
$9K -$1.75K -23 -16%
FA
1338
Financial Advantage
Maryland
$9K
JWA
1339
JFS Wealth Advisors
Pennsylvania
$9K
MWM
1340
Mascoma Wealth Management
New Hampshire
$9K +$9.53K +125 New
RG
1341
Retirement Group
California
$8K +$76 +1 +0.9%
ANBT
1342
American National Bank & Trust
Texas
$8K +$8.01K +105 New
DWP
1343
Destiny Wealth Partners
Florida
$8K +$8.01K +105 New
UFF
1344
USA Financial Formulas
Michigan
$8K +$8.23K +108 +2,160%
Nisa Investment Advisors
1345
Nisa Investment Advisors
Missouri
$7.96K +$1.12M +14,750 +16%
MAM
1346
Marquette Asset Management
Minnesota
$7K
POIA
1347
Pin Oak Investment Advisors
Texas
$7K
ACM
1348
Antonetti Capital Management
Florida
$7K +$7.01K +92 New
TWP
1349
TFO Wealth Partners
Ohio
$7K +$7.01K +92 New
JWM
1350
Jackson Wealth Management
Florida
$7K +$54.1K +710 +4%

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.