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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
SC
1326
Seldon Capital
California
$38K
LCM
1327
Logan Capital Management
Pennsylvania
$37K -$2.34K -29 -5%
FMP
1328
Financial Management Professionals
Texas
$37K +$3.31K +41 +8%
CJL
1329
Cyrus J. Lawrence
New York
$36K -$40.4K -500 -48%
FPFS
1330
First Personal Financial Services
North Carolina
$36K
OA
1331
Operose Advisors
Wisconsin
$36K +$25.3K +314 +157%
Bank of Montreal
1332
Bank of Montreal
Ontario, Canada
$35.8K -$909K -11,263 -2%
NFSG
1333
Newbridge Financial Services Group
Florida
$35K -$807 -10 -2%
HSA
1334
Hussman Strategic Advisors
Maryland
$35K
PCFFS
1335
Pacific Center for Financial Services
California
$35K
VWM
1336
Valley Wealth Managers
New Jersey
$35K
AAP
1337
Arax Advisory Partners
Colorado
$35K +$4.84K +60 +14%
APC
1338
Aspire Private Capital
North Carolina
$34K -$2.66K -33 -6%
JGIA
1339
Jackson Grant Investment Advisers
Connecticut
$34K +$242 +3 +0.6%
GCM
1340
Gables Capital Management
Florida
$33K
KFAA
1341
Klaas Financial Asset Advisors
Illinois
$32K
AIC
1342
Archer Investment Corporation
Indiana
$31.8K
CAC
1343
Core Alternative Capital
Georgia
$31K -$42.7K -529 -54%
TAM
1344
Tucker Asset Management
Colorado
$30.8K +$23.7K +293 +199%
LS
1345
Livforsakringsbolaget Skandia
Sweden
$30K -$315K -3,900 -90%
PI
1346
PineBridge Investments
New York
$30K
KFP
1347
KB Financial Partners
New Jersey
$29K -$12.1K -150 -27%
CWA
1348
Clearview Wealth Advisors
Oregon
$29K +$81 +1 +0.2%
WWM
1349
Wolff Wiese Magana
California
$29K +$1.21K +15 +4%
AIM
1350
Axiom Investment Management
New York
$29K +$32.9K +408 New

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.