We are live on ! Find out more
D icon

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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$26.9M
VDI
127
Vaughan David Investments
Illinois
$26.6M +$1.26M +17,309 +5%
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$26.6M +$12.4M +170,781 +96%
WI
129
Wafra Inc
New York
$26.5M
HAI
130
Hennessy Advisors Inc
California
$26.1M -$901K -12,400 -3%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$25.8M +$1.86M +25,571 +8%
TSW
132
Thompson Siegel & Walmsley
Virginia
$25.1M +$3.61M +49,763 +18%
MAM
133
Madison Asset Management
Wisconsin
$25M -$1.69M -23,228 -7%
WRF
134
Waddell & Reed Financial
Kansas
$24.1M +$21.8M +300,240 +1,741%
Macquarie Group
135
Macquarie Group
Australia
$24.1M +$1.61M +22,233 +8%
AA
136
ALPS Advisors
Colorado
$23.9M +$2.87M +39,451 +14%
UIM
137
USS Investment Management
United Kingdom
$23.8M
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$23.6M +$689K +9,487 +3%
Osaic Holdings
139
Osaic Holdings
Arizona
$23.3M +$1.4M +19,238 +7%
Retirement Systems of Alabama
140
Retirement Systems of Alabama
Alabama
$22.8M -$2.56M -35,265 -11%
CAI
141
Capital Advisors Inc
Oklahoma
$22.5M +$1.53M +21,019 +8%
MSE
142
MUFG Securities EMEA
United Kingdom
$22.1M -$1.49M -20,500 -7%
CIMLRA
143
CBRE Investment Management Listed Real Assets
Pennsylvania
$21.2M +$20.3M +279,156 New
Aviva
144
Aviva
United Kingdom
$20.6M +$76K +1,046 +0.4%
Mitsubishi UFJ Asset Management
145
Mitsubishi UFJ Asset Management
Japan
$20.6M +$1.79M +24,699 +10%
Mackenzie Financial
146
Mackenzie Financial
Ontario, Canada
$20.6M +$11.1M +152,260 +129%
Assenagon Asset Management
147
Assenagon Asset Management
Luxembourg
$19.4M +$18.2M +250,105 +5,006%
Victory Capital Management
148
Victory Capital Management
Texas
$19.3M -$11.2M -153,821 -38%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$19.3M +$2.96M +40,817 +19%
CB
150
Commerce Bank
Missouri
$19.2M +$1.16M +15,940 +7%

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.