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Dominion Energy

1,451 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 536 increasing their positions, 627 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $39.9B → $40.8B (+$922M)

0.83% less ownership

Funds ownership: 65.01%64.19% (-0.83%)

1% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,4701,451 (-19)

11% less call options, than puts

Call options by funds: $177M | Put options by funds: $200M

15% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 627

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
1,451
Holders Change
-19
Holders Change %
-1.29%
% of All Funds
25.47%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
111
Increased
536
Reduced
627
Closed
112
Calls
$177M
Puts
$200M
Net Calls
-$22.9M
Net Calls Change
+$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1401
Meridian Wealth Partners
Pennsylvania
$12K +$11.8K +163 New
CAGAS
1402
Capital Advisory Group Advisory Services
Minnesota
$11K
PP
1403
Pacifica Partners
Canada
$11K
RIM
1404
Rockbridge Investment Management
New York
$11K
SSWG
1405
Seven Springs Wealth Group
Tennessee
$11K
TFGT
1406
TS Financial Group (TSFG)
Illinois
$11K
DI
1407
Disciplined Investments
Oklahoma
$11K +$944 +13 +10%
Loomis, Sayles & Company
1408
Loomis, Sayles & Company
Massachusetts
$11K +$10.5K +145 New
CC
1409
Centiva Capital
New York
$11K +$1.41M +19,382 +89%
SL
1410
Savior LLC
Massachusetts
$10K
SWG
1411
Summit Wealth Group
Vermont
$10K +$9.95K +137 New
JWA
1412
JFS Wealth Advisors
Pennsylvania
$9K -$3.63K -50 -29%
FA
1413
Financial Advantage
Maryland
$9K
RG
1414
Retirement Group
California
$9K +$73 +1 +0.9%
WAS
1415
Winch Advisory Services
Wisconsin
$9K +$73 +1 +0.9%
SFMG
1416
Sage Financial Management Group
Virginia
$9K +$9.01K +124 New
AW
1417
Avion Wealth
Texas
$8K
DWP
1418
Destiny Wealth Partners
Florida
$8K
MAM
1419
Marquette Asset Management
Minnesota
$8K
POIA
1420
Pin Oak Investment Advisors
Texas
$8K
Nisa Investment Advisors
1421
Nisa Investment Advisors
Missouri
$7.87K -$156K -2,150 -2%
AFS
1422
Annapolis Financial Services
Maryland
$7K
CWA
1423
Carolina Wealth Advisors
South Carolina
$7K +$2.76K +38 +78%
TAM
1424
Tucker Asset Management
Colorado
$6.91K -$872 -12 -12%
EWA
1425
Evolution Wealth Advisors
Florida
$6K

D Hedge Fund Activity: Q1 2021 in Review

1,451 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2021, worth a combined $40.8B — up 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of D and 111 opened new positions — a net loss of 1 holder — while 627 trimmed existing stakes and 536 added.

The largest buyer was Fidelity Investments, adding an estimated $768M. The largest seller was Capital Research Global Investors, cutting an estimated $544M.

  • 1,451 institutional investors held Dominion Energy (D) as of Q1 2021, down from 1,470 in Q4 2020.
  • Funds reported $40.8B of Dominion Energy stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 111 funds opened new Dominion Energy positions in Q1 2021 and 112 closed out, a net change of -1 holder.
  • The largest Dominion Energy buyer in Q1 2021 was Fidelity Investments, an estimated $768M added.
  • The largest Dominion Energy seller in Q1 2021 was Capital Research Global Investors, an estimated $544M sold.

Based on aggregated 13F filings for Q1 2021.