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Dominion Energy

1,543 hedge funds and large institutions have $47.7B invested in Dominion Energy in 2022 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 594 increasing their positions, 543 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 92

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

10% more capital invested

Capital invested by funds: $43.5B → $47.7B (+$4.14B)

4% more funds holding

Funds holding: 1,4861,543 (+57)

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 543

0.76% more ownership

Funds ownership: 68.55%69.31% (+0.76%)

3% less call options, than puts

Call options by funds: $368M | Put options by funds: $379M

Holders
1,543
Holders Change
+57
Holders Change %
+3.84%
% of All Funds
24.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
163
Increased
594
Reduced
543
Closed
92
Calls
$368M
Puts
$379M
Net Calls
-$10.9M
Net Calls Change
+$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1451
Blume Capital Management
California
$27K +$25.5K +318 New
DC
1452
DeDora Capital
California
$27K +$25.6K +319 New
TFP
1453
Tilia Fiduciary Partners
North Carolina
$25K
EIP
1454
Ellis Investment Partners
Pennsylvania
$25K +$24.3K +302 New
MWA
1455
Miller Wealth Advisors
Colorado
$24K
MFT
1456
Moisand Fitzgerald Tamayo
Florida
$23K -$19.4K -241 -47%
FWA
1457
FSC Wealth Advisors
New York
$23K
HCM
1458
Highlander Capital Management
New Jersey
$23K
PP
1459
PrairieView Partners
Minnesota
$23K
TWM
1460
Tradition Wealth Management
Minnesota
$23K
OLVIG
1461
Oliver Lagore Vanvalin Investment Group
Michigan
$23K +$21.3K +265 New
CG
1462
Cutler Group
California
$23K +$22.2K +276 New
AWM
1463
Accel Wealth Management
Iowa
$22K
BAM
1464
Bellevue Asset Management
Washington
$22K
NOI
1465
Newton One Investments
Delaware
$22K
JWA
1466
JFS Wealth Advisors
Pennsylvania
$22K +$7.31K +91 +53%
IA
1467
IndexIQ Advisors
New York
$22K +$20.7K +258 New
HF
1468
Halpern Financial
Virginia
$21.8K
CPFP
1469
Clear Perspectives Financial Planning
Ohio
$21K
LB
1470
Legacy Bridge
Iowa
$21K
HWMA
1471
Heritage Wealth Management (Arizona)
Arizona
$21K +$19.4K +242 New
JPLA
1472
Joseph P. Lucia & Associates
New York
$21K +$20K +249 New
JWM
1473
Janiczek Wealth Management
Colorado
$19K
SC
1474
Siena Capital
Ohio
$19K +$18.3K +228 New
WIM
1475
Westside Investment Management
California
$18.1K

D Hedge Fund Activity: Q1 2022 in Review

1,543 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2022, worth a combined $47.7B — up 9.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new D positions and 92 closed out — a net gain of 71 holders — while 594 added to existing stakes and 543 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $502M. The largest seller was Franklin Resources, cutting an estimated $280M.

  • 1,543 institutional investors held Dominion Energy (D) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $47.7B of Dominion Energy stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 163 funds opened new Dominion Energy positions in Q1 2022 and 92 closed out, a net change of +71 holders.
  • The largest Dominion Energy buyer in Q1 2022 was T. Rowe Price Associates, an estimated $502M added.
  • The largest Dominion Energy seller in Q1 2022 was Franklin Resources, an estimated $280M sold.

Based on aggregated 13F filings for Q1 2022.