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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
HCM
1401
Highlander Capital Management
New Jersey
$21K
NOI
1402
Newton One Investments
Delaware
$21K
TWM
1403
Tradition Wealth Management
Minnesota
$21K
C
1404
Covestor
United Kingdom
$21K +$19.8K +263 New
MTWM
1405
Masso Torrence Wealth Management
New Jersey
$21K +$20.3K +270 New
HF
1406
Halpern Financial
Virginia
$20.1K +$19.3K +256 New
AWM
1407
Accel Wealth Management
Iowa
$20K
BAM
1408
Bellevue Asset Management
Washington
$20K +$75 +1 +0.4%
AP
1409
Arlington Partners
Alabama
$20K +$18.8K +250 New
CPFP
1410
Clear Perspectives Financial Planning
Ohio
$19K
LB
1411
Legacy Bridge
Iowa
$19K
CA
1412
Centerpoint Advisors
Massachusetts
$19K +$18.3K +243 New
JWM
1413
Janiczek Wealth Management
Colorado
$17K -$2.48K -33 -13%
PFA
1414
Professional Financial Advisors
Nebraska
$17K
KFS
1415
Kelly Financial Services
Massachusetts
$16.6K +$150 +2 +1%
FPB
1416
First PREMIER Bank
South Dakota
$16K
WWMSC
1417
Wagner Wealth Management (South Carolina)
South Carolina
$16K
PWMG
1418
Prestige Wealth Management Group
New Jersey
$16K +$903 +12 +6%
OA
1419
Operose Advisors
Wisconsin
$16K +$15K +200 New
RDIA
1420
RE Dickinson Investment Advisors
Iowa
$16K +$15K +200 New
QC
1421
Quent Capital
New York
$16K +$15.7K +209 New
FDCDDQ
1422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.7K
WIM
1423
Westside Investment Management
California
$15.2K
BA
1424
Bellwether Advisors
Nebraska
$15K
COCM
1425
Charter Oak Capital Management
New Hampshire
$15K

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.