We are live on ! Find out more
D icon

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
SB
1451
Strategic Blueprint
Georgia
-$146K -1,983 Closed
LSA
1452
Leonteq Securities AG
Switzerland
-$143K -1,950 Closed
HIIFS
1453
Harel Insurance Investments & Financial Services
Israel
-$429K -1,790 Closed
SOW
1454
State of Wyoming
Wyoming
-$122K -1,660 Closed
FFG
1455
Ford Financial Group
California
-$95K -1,300 Closed
PA
1456
Perennial Advisors
New York
-$96K -1,300 Closed
DFCM
1457
Dark Forest Capital Management
Puerto Rico
-$87K -1,189 Closed
ALAM
1458
Asahi Life Asset Management
Japan
-$81K -1,100 Closed
IP
1459
Isthmus Partners
Wisconsin
-$63K -850 Closed
MC
1460
Maverick Capital
Texas
-$58K -794 Closed
RDWM
1461
Red Door Wealth Management
Tennessee
-$55K -750 Closed
KFP
1462
KB Financial Partners
New Jersey
-$36K -484 Closed
PCTC
1463
Perkins Coie Trust Company
Washington
-$22K -300 Closed
BCM
1464
Bourgeon Capital Management
Connecticut
-$16K -215 Closed
SBL
1465
Sargent Bickham Lagudis
Colorado
-$15K -200 Closed
MFG
1466
Monumental Financial Group
Maryland
-$11K -156 Closed
CI
1467
Cordant Inc
Oregon
-$11K -150 Closed
PGWM
1468
Parisi Gray Wealth Management
New Jersey
-$11K -150 Closed
SWG
1469
Summit Wealth Group
Vermont
-$10K -137 Closed
SL
1470
Savior LLC
Massachusetts
-$10K -134 Closed
PWP
1471
Personal Wealth Partners
Minnesota
-$4K -50 Closed
CWA
1472
Carolina Wealth Advisors
South Carolina
-$4K -49 Closed
PO
1473
Private Ocean
California
-$3K -39 Closed
SFO
1474
Standard Family Office
South Dakota
-$3K -36 Closed
MWC
1475
MBM Wealth Consultants
Missouri
-$1K -20 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.