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Dominion Energy

1,374 hedge funds and large institutions have $39.7B invested in Dominion Energy in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 552 increasing their positions, 531 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 531

0.64% more ownership

Funds ownership: 66.77%67.41% (+0.64%)

0% more capital invested

Capital invested by funds: $39.5B → $39.7B (+$123M)

4% less funds holding

Funds holding: 1,4331,374 (-59)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

26% less call options, than puts

Call options by funds: $178M | Put options by funds: $241M

32% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 103

Holders
1,374
Holders Change
-59
Holders Change %
-4.12%
% of All Funds
24.05%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
70
Increased
552
Reduced
531
Closed
103
Calls
$178M
Puts
$241M
Net Calls
-$63.1M
Net Calls Change
+$22M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
1426
Marshall Wace
United Kingdom
-$381K -5,184 Closed
RM
1427
Resource Management
Louisiana
-$367K -4,992 Closed
PCIA
1428
Prime Capital Investment Advisors
Kansas
-$314K -4,272 Closed
LSAG
1429
Lake Street Advisors Group
New Hampshire
-$329K -4,254 Closed
Dodge & Cox
1430
Dodge & Cox
California
-$310K -4,212 Closed
AWM
1431
Absher Wealth Management
North Carolina
-$277K -3,761 Closed
WG
1432
Winton Group
United Kingdom
-$268K -3,647 Closed
WFA
1433
Websterrogers Financial Advisors
South Carolina
-$274K -3,613 Closed
DLCIG
1434
D.L. Carlson Investment Group
New Hampshire
-$235K -3,196 Closed
MA
1435
MJP Associates
Connecticut
-$235K -3,196 Closed
VA
1436
Valmark Advisers
Ohio
-$226K -3,071 Closed
JAG
1437
Journey Advisory Group
Kentucky
-$225K -3,059 Closed
MMM
1438
Mendel Money Management
Illinois
-$222K -3,020 Closed
DS
1439
DRW Securities
Illinois
-$218K -2,965 Closed
MGIM
1440
M&G Investment Management
United Kingdom
-$216 -2,914 Closed
DBT
1441
Dubuque Bank & Trust
Iowa
-$214K -2,911 Closed
RT
1442
Rockland Trust
Massachusetts
-$208K -2,837 Closed
VAM
1443
Verity Asset Management
North Carolina
-$208K -2,823 Closed
IAIM
1444
International Assets Investment Management
Florida
-$202K -2,795 Closed
YIA
1445
YHB Investment Advisors
Connecticut
-$205K -2,792 Closed
CPA
1446
Court Place Advisors
Maryland
-$205K -2,786 Closed
FCH
1447
Freestone Capital Holdings
Washington
-$205K -2,785 Closed
MWPCG
1448
Measured Wealth Private Client Group
New Hampshire
-$202K -2,748 Closed
WJWM
1449
Williams Jones Wealth Management
New York
-$201K -2,732 Closed
WP
1450
WealthShield Partners
North Carolina
-$192K -2,616 Closed

D Hedge Fund Activity: Q3 2021 in Review

1,374 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2021, worth a combined $39.7B — up 0.31% from $39.5B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 70 opened new positions — a net loss of 33 holders — while 531 trimmed existing stakes and 552 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $394M. The largest seller was D.E. Shaw & Co, cutting an estimated $131M.

  • 1,374 institutional investors held Dominion Energy (D) as of Q3 2021, down from 1,433 in Q2 2021.
  • Funds reported $39.7B of Dominion Energy stock for Q3 2021, up 0.31% quarter-over-quarter.
  • 70 funds opened new Dominion Energy positions in Q3 2021 and 103 closed out, a net change of -33 holders.
  • The largest Dominion Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $394M added.
  • The largest Dominion Energy seller in Q3 2021 was D.E. Shaw & Co, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2021.