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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
GCM
1351
Gables Capital Management
Florida
$36K
EARNEST Partners
1352
EARNEST Partners
Georgia
$35K
JFA
1353
JNBA Financial Advisors
Minnesota
$35K +$28.1K +387 +569%
BAM
1354
Bellevue Asset Management
Washington
$34K +$73 +1 +0.2%
BHWM
1355
Bay Harbor Wealth Management
Maryland
$33K -$23.5K -323 -43%
FPFS
1356
First Personal Financial Services
North Carolina
$31K +$28.7K +395 +2,324%
CAC
1357
Certified Advisory Corp
Florida
$31K +$29.5K +406 New
SN
1358
Sittner & Nelson
Oregon
$30K
TC
1359
Trust Company
Kansas
$29K -$13.7K -189 -33%
SFP
1360
Sterling Financial Planning
New Jersey
$29K
ME
1361
McIlrath & Eck
Washington
$25K -$3.2K -44 -12%
BEI
1362
Benjamin Edwards Inc
Missouri
$25K
BAMG
1363
Brand Asset Management Group
Missouri
$25K +$218 +3 +0.9%
WWM
1364
Wolff Wiese Magana
California
$24K
APWM
1365
Atlas Private Wealth Management
New York
$22K +$3.49K +48 +20%
JWM
1366
Janiczek Wealth Management
Colorado
$22K +$8.06K +111 +62%
CG
1367
Cutler Group
California
$22K +$21.7K +299 New
PP
1368
PrairieView Partners
Minnesota
$21K
TF
1369
TimeScale Financial
Massachusetts
$21K +$145 +2 +0.7%
TWM
1370
Tradition Wealth Management
Minnesota
$20K -$32.7K -450 -63%
HCM
1371
Highlander Capital Management
New Jersey
$20K
AIC
1372
Archer Investment Corporation
Indiana
$19.8K -$44.5K -613 -70%
AWM
1373
Accel Wealth Management
Iowa
$19K
CIAS
1374
CBIZ Investment Advisory Services
Ohio
$19K
CPFP
1375
Clear Perspectives Financial Planning
Ohio
$19K

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.