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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
FPWM
1376
FSB Premier Wealth Management
Iowa
$36K +$35.1K +466 New
LCM
1377
Logan Capital Management
Pennsylvania
$34K +$2.18K +29 +7%
FMP
1378
Financial Management Professionals
Texas
$33K -$2.26K -30 -7%
KPCM
1379
Kings Point Capital Management
New York
$33K +$5.49K +73 +21%
BIA
1380
Bell Investment Advisors
California
$32K -$7.07K -94 -19%
JFA
1381
JNBA Financial Advisors
Minnesota
$32K
WWM
1382
Wolff Wiese Magana
California
$32K +$2.03K +27 +7%
SFO
1383
Standard Family Office
South Dakota
$32K +$31K +412 New
LWP
1384
Laurel Wealth Planning
Minnesota
$31K
SGAM
1385
Smith Group Asset Management
Texas
$31K
RK
1386
Rather & Kittrell
Tennessee
$31K +$29.9K +398 New
SC
1387
Solstein Capital
California
$30K
CFCI
1388
Comprehensive Financial Consultants Institutional
Indiana
$30K +$28.6K +380 New
WB
1389
West Bancorporation
Iowa
$30K +$29K +385 New
AAP
1390
Arax Advisory Partners
Colorado
$29K +$8.28K +110 +43%
AIC
1391
Archer Investment Corporation
Indiana
$28.3K +$7.52K +100 +38%
SIA
1392
Sit Investment Associates
Minnesota
$27K +$26.3K +349 New
ME
1393
McIlrath & Eck
Washington
$26K
Acadian Asset Management
1394
Acadian Asset Management
Massachusetts
$25K -$41.2K -548 -63%
DI
1395
Disciplined Investments
Oklahoma
$23K +$20.7K +275 +2,115%
TFP
1396
Tilia Fiduciary Partners
North Carolina
$23K +$21.8K +290 New
VCM
1397
Versant Capital Management
Arizona
$22K -$903 -12 -4%
PP
1398
PrairieView Partners
Minnesota
$22K
FWA
1399
FSC Wealth Advisors
New York
$22K +$20.6K +274 New
MWA
1400
Miller Wealth Advisors
Colorado
$22K +$21.1K +280 New

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.