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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
WAS
1426
Winch Advisory Services
Wisconsin
$15K +$150 +2 +1%
CTB
1427
Country Trust Bank
Illinois
$14K -$1.2K -16 -8%
ETC
1428
Exchange Traded Concepts
Oklahoma
$14K +$75 +1 +0.6%
JWA
1429
JFS Wealth Advisors
Pennsylvania
$14K +$3.84K +51 +42%
ARMC
1430
American Research & Management Company
Massachusetts
$13K
IFS
1431
Intelligent Financial Strategies
Minnesota
$13K +$12.6K +167 New
O
1432
Ossiam
France
$12K -$1.01M -13,365 -99%
RIM
1433
Rockbridge Investment Management
New York
$12K
TFGT
1434
TS Financial Group (TSFG)
Illinois
$12K
AWA
1435
Amplius Wealth Advisors
Pennsylvania
$11K +$11.4K +152 New
RE
1436
RBC Europe
United Kingdom
$10K -$36.3K -482 -78%
FA
1437
Financial Advantage
Maryland
$10K
Loomis, Sayles & Company
1438
Loomis, Sayles & Company
Massachusetts
$10K
MWM
1439
Mascoma Wealth Management
New Hampshire
$10K
SF
1440
SBK Financial
Virginia
$10K +$9.4K +125 New
CCM
1441
Chilton Capital Management
Texas
$10K +$9.56K +127 New
EBA
1442
Eagle Bay Advisors
New York
$9K -$8.73K -116 -50%
BHWM
1443
Beaird Harris Wealth Management
Texas
$9K +$8.2K +109 New
WC
1444
Wexford Capital
Florida
$8.65K +$8.28M +110,099 New
WOC
1445
West Oak Capital
California
$8K -$18.8K -250 -71%
AW
1446
Avion Wealth
Texas
$8K -$7.52K -100 -50%
SJIM
1447
St. Johns Investment Management
Florida
$8K -$3.76K -50 -33%
ANBT
1448
American National Bank & Trust
Texas
$8K
DWP
1449
Destiny Wealth Partners
Florida
$8K
MAM
1450
Marquette Asset Management
Minnesota
$8K

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.