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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
PWMG
1376
Prestige Wealth Management Group
New Jersey
$15K +$1.05K +13 +6%
DFCM
1377
Dark Forest Capital Management
Puerto Rico
$15K +$17.9K +222 New
KFS
1378
Kelly Financial Services
Massachusetts
$15K +$161 +2 +0.9%
WIM
1379
Westside Investment Management
California
$14.5K
BG
1380
Bollard Group
Massachusetts
$14K -$47.5K -588 -75%
FPB
1381
First PREMIER Bank
South Dakota
$14K
RDIA
1382
RE Dickinson Investment Advisors
Iowa
$14K
WAS
1383
Winch Advisory Services
Wisconsin
$14K +$81 +1 +0.5%
FDCDDQ
1384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.8K
SC
1385
Siena Capital
Ohio
$13K
SC
1386
Stephens Consulting
Michigan
$12.2K
EBA
1387
Eagle Bay Advisors
New York
$12K
IFS
1388
Intelligent Financial Strategies
Minnesota
$12K
ANBT
1389
American National Bank & Trust
Texas
$12K +$2.58K +32 +23%
UFF
1390
USA Financial Formulas
Michigan
$12K +$14.1K +175 +3,500%
AWM
1391
Activest Wealth Management
Florida
$12K +$14.5K +180 New
ARMC
1392
American Research & Management Company
Massachusetts
$11K
MBFW
1393
Morton Brown Family Wealth
Pennsylvania
$11K +$6.3K +78 +96%
Kayne Anderson Rudnick Investment Management
1394
Kayne Anderson Rudnick Investment Management
California
$11K +$6.78K +84 +115%
FFA
1395
Fairfield Financial Advisors
Massachusetts
$10K
JWM
1396
Janiczek Wealth Management
Colorado
$10K -$1.78K -22 -13%
TFGT
1397
TS Financial Group (TSFG)
Illinois
$10K -$1.53K -19 -11%
MWM
1398
Mascoma Wealth Management
New Hampshire
$9K
PP
1399
PrairieView Partners
Minnesota
$9K +$9.04K +112 +467%
CA
1400
Centerpoint Advisors
Massachusetts
$8K

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.