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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
1351
Pflug Koory
Nebraska
$51K
GAM
1352
Gemmer Asset Management
California
$49K -$1.05K -14 -2%
AFS
1353
Annapolis Financial Services
Maryland
$49K +$9.78K +130 +27%
CA
1354
Crewe Advisors
Utah
$47K +$44.9K +597 New
OSNBOA
1355
Old Second National Bank of Aurora
Illinois
$46K -$6.55K -87 -12%
VC
1356
Vestor Capital
Illinois
$46K
CWA
1357
Clearview Wealth Advisors
Oregon
$45K -$14.9K -198 -26%
AIM
1358
Achmea Investment Management
Netherlands
$45K
CFD
1359
Creative Financial Designs
Indiana
$45K +$29K +385 +210%
KFP
1360
KB Financial Partners
New Jersey
$45K +$43.5K +578 New
HWA
1361
HHM Wealth Advisors
Tennessee
$44K -$42.1K -560 -50%
TFO
1362
Tarbox Family Office
California
$44K
KFAA
1363
Klaas Financial Asset Advisors
Illinois
$44K +$301 +4 +0.7%
BBPWM
1364
Blue Bell Private Wealth Management
Pennsylvania
$44K +$42.1K +559 New
SC
1365
Seldon Capital
California
$43K +$41.6K +553 New
NFSG
1366
Newbridge Financial Services Group
Florida
$41K -$10.2K -136 -21%
FPFS
1367
First Personal Financial Services
North Carolina
$41K +$5.64K +75 +17%
WAC
1368
William Allan Corp
Colorado
$41K +$39.4K +524 New
MFT
1369
Moisand Fitzgerald Tamayo
Florida
$40K
CSWM
1370
Cassady Schiller Wealth Management
Ohio
$40K +$38.6K +513 New
KFI
1371
Key Financial Inc
Pennsylvania
$39K
OCM
1372
Orion Capital Management
California
$39K
PCFFS
1373
Pacific Center for Financial Services
California
$39K
GCM
1374
Gables Capital Management
Florida
$38K
TF
1375
TimeScale Financial
Massachusetts
$38K +$15.2K +202 +72%

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.