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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
LWP
1351
Laurel Wealth Planning
Minnesota
$28K
C
1352
Covestor
United Kingdom
$27K -$159K -1,970 -83%
SC
1353
Solstein Capital
California
$27K
WB
1354
West Bancorporation
Iowa
$27K
DI
1355
Disciplined Investments
Oklahoma
$26K +$4.52K +56 +17%
JFA
1356
JNBA Financial Advisors
Minnesota
$26K +$13.7K +170 +85%
SIA
1357
Sit Investment Associates
Minnesota
$24K
MWA
1358
Miller Wealth Advisors
Colorado
$22K
MFT
1359
Moisand Fitzgerald Tamayo
Florida
$22K
BWM
1360
Baystate Wealth Management
Massachusetts
$22K +$242 +3 +0.9%
NEAM
1361
New England Asset Management
Connecticut
$21K
EIP
1362
Ellis Investment Partners
Pennsylvania
$21K +$161 +2 +0.7%
TFP
1363
Tilia Fiduciary Partners
North Carolina
$21K +$3.23K +40 +14%
BIA
1364
Bell Investment Advisors
California
$19K -$11.5K -143 -34%
ME
1365
McIlrath & Eck
Washington
$19K -$4.52K -56 -17%
FWA
1366
FSC Wealth Advisors
New York
$19K
OLVIG
1367
Oliver Lagore Vanvalin Investment Group
Michigan
$19K
TWM
1368
Tradition Wealth Management
Minnesota
$19K +$1.05K +13 +5%
AWM
1369
Accel Wealth Management
Iowa
$18K
BAM
1370
Bellevue Asset Management
Washington
$18K
HCM
1371
Highlander Capital Management
New Jersey
$18K
NOI
1372
Newton One Investments
Delaware
$18K
CPFP
1373
Clear Perspectives Financial Planning
Ohio
$17K
LB
1374
Legacy Bridge
Iowa
$17K
PFA
1375
Professional Financial Advisors
Nebraska
$15K

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.