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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
TAM
1351
Tucker Asset Management
Colorado
$6.91K
HWM
1352
Holloway Wealth Management
Florida
$6K
CMA
1353
Cedar Mountain Advisors
Oregon
$6K +$6.33K +83 New
RTL
1354
Red Tortoise LLC
Georgia
$6K +$6.71K +88 New
BWP
1355
Baldwin Wealth Partners
Massachusetts
$5K
EWA
1356
Evolution Wealth Advisors
Florida
$5K
Kayne Anderson Rudnick Investment Management
1357
Kayne Anderson Rudnick Investment Management
California
$5K
Optiver Holding
1358
Optiver Holding
Netherlands
$4K +$4.65K +61 New
BHWM
1359
Bay Harbor Wealth Management
Maryland
$3K -$9.61K -126 -73%
BCPWM
1360
Bradley & Co Private Wealth Management
Florida
$3K
EAM
1361
Eukles Asset Management
Ohio
$3K
FWM
1362
Filbrandt Wealth Management
Wisconsin
$3K
FNBOSM
1363
First National Bank of South Miami
Florida
$3K
IPW
1364
IronBridge Private Wealth
Texas
$3K
CWM
1365
Cranbrook Wealth Management
Michigan
$3K +$2.67K +35 New
ACA
1366
Atlas Capital Advisors
Wyoming
$2.04K
PP
1367
Pacifica Partners
Canada
$2K -$10.7K -140 -86%
CAGAS
1368
Capital Advisory Group Advisory Services
Minnesota
$2K -$8.77K -115 -82%
HFS
1369
HBC Financial Services
Washington
$2K
BBHC
1370
Brown Brothers Harriman & Co
New York
$1.42K -$3.28K -43 -0.2%
CCA
1371
Column Capital Advisors
Indiana
$1K -$76 -1 -7%
BWM
1372
Baystate Wealth Management
Massachusetts
$1K
DI
1373
Disciplined Investments
Oklahoma
$1K
LWA
1374
Lenox Wealth Advisors
New York
$1K +$610 +8 +160%
Two Sigma Investments
1375
Two Sigma Investments
New York
-$18.8M -246,963 Closed

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.