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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
Kayne Anderson Rudnick Investment Management
1426
Kayne Anderson Rudnick Investment Management
California
$6K
BWP
1427
Baldwin Wealth Partners
Massachusetts
$5K +$4.79K +66 New
CCA
1428
Column Capital Advisors
Indiana
$4K -$1.89K -26 -32%
HI
1429
Human Investing
Oregon
$4K
MLFP
1430
MPS Loria Financial Planners
Illinois
$4K
IPW
1431
IronBridge Private Wealth
Texas
$4K +$3.41K +47 New
CTB
1432
Country Trust Bank
Illinois
$4K +$4K +55 New
PO
1433
Private Ocean
California
$3K -$4.72K -65 -63%
FP
1434
Fiduciary Planning
Florida
$3K
FWM
1435
Filbrandt Wealth Management
Wisconsin
$3K
SFO
1436
Standard Family Office
South Dakota
$3K
TFM
1437
TFC Financial Management
Massachusetts
$3K
EAM
1438
Eukles Asset Management
Ohio
$3K +$2.91K +40 New
BCPWM
1439
Bradley & Co Private Wealth Management
Florida
$3K +$3.2K +44 New
HFA
1440
Hoover Financial Advisors
Pennsylvania
$2K +$1.82K +25 New
BBHC
1441
Brown Brothers Harriman & Co
New York
$1.49K -$53.4K -735 -4%
Walleye Capital
1442
Walleye Capital
New York
$1.25K -$840K -11,570 -41%
BWM
1443
Baystate Wealth Management
Massachusetts
$1K
TFA
1444
Transamerica Financial Advisors
Florida
$1K +$73 +1 +14%
AP
1445
Arlington Partners
Alabama
$1K +$872 +12 New
NIG
1446
NFJ Investment Group
Texas
$1K +$1.09K +15 New
MA
1447
MBA Advisors
Pennsylvania
$533 +$510K +7,016 New
MGIM
1448
M&G Investment Management
United Kingdom
$244 +$3.56K +49 +2%
SWM
1449
Sugarloaf Wealth Management
Georgia
$215 -$6.68K -92 -3%
Cohen & Steers
1450
Cohen & Steers
New York
-$53M -704,258 Closed

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.