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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
AWM
1401
Abound Wealth Management
Tennessee
$7.81K +$9.12K +113 New
AW
1402
Avion Wealth
Texas
$7K
DWP
1403
Destiny Wealth Partners
Florida
$7K
FCT
1404
First Community Trust
Iowa
$7K
MCA
1405
Maryland Capital Advisors
Maryland
$7K
SJIM
1406
St. Johns Investment Management
Florida
$7K
WOC
1407
West Oak Capital
California
$7K
WAM
1408
Worth Asset Management
Texas
$7K
DIP
1409
DT Investment Partners
Pennsylvania
$7K +$8.07K +100 New
SAM
1410
Selway Asset Management
$7K +$8.07K +100 New
ACM
1411
Antonetti Capital Management
Florida
$6K
CMA
1412
Cedar Mountain Advisors
Oregon
$6K
HF
1413
Halpern Financial
Virginia
$5.6K -$24.2K -300 -79%
BWP
1414
Baldwin Wealth Partners
Massachusetts
$5K
RWML
1415
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.63K
ACM
1416
Absolute Capital Management
Pennsylvania
$4.48K +$5.09K +63 New
TFM
1417
TFC Financial Management
Massachusetts
$4K
SWM
1418
Stapp Wealth Management
Washington
$4K +$4.76K +59 New
ECM
1419
Estabrook Capital Management
New York
$3.59K
BHWM
1420
Beaird Harris Wealth Management
Texas
$3K -$5.25K -65 -57%
BCMLT
1421
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
BCPWM
1422
Bradley & Co Private Wealth Management
Florida
$3K
EAM
1423
Eukles Asset Management
Ohio
$3K
LSA
1424
Lansing Street Advisors
Pennsylvania
$3K
HWP
1425
Highline Wealth Partners
California
$2K +$2.34K +29 New

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.