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Dominion Energy

1,442 hedge funds and large institutions have $40.8B invested in Dominion Energy in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 623 increasing their positions, 477 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $338M | Put options by funds: $227M

31% more repeat investments, than reductions

Existing positions increased: 623 | Existing positions reduced: 477

1.08% more ownership

Funds ownership: 70.1%71.18% (+1.1%)

5% less funds holding

Funds holding: 1,5181,442 (-76)

12% less capital invested

Capital invested by funds: $46.5B → $40.8B (-$5.62B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

39% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 135

Holders
1,442
Holders Change
-76
Holders Change %
-5.01%
% of All Funds
24.84%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.24%
New
83
Increased
623
Reduced
477
Closed
135
Calls
$338M
Puts
$227M
Net Calls
+$111M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
1476
Cape Cod Five Cents Savings Bank
Massachusetts
-$305K -3,823 Closed
HPWA
1477
Hall Private Wealth Advisors
North Carolina
-$304K -3,814 Closed
CW
1478
Connectus Wealth
Ohio
-$303K -3,795 Closed
NL
1479
NWAM LLC
Washington
-$300K -3,769 Closed
BAS
1480
Brown Advisory Securities
Maryland
-$288K -3,617 Closed
VIA
1481
Vident Investment Advisory
Georgia
-$288K -3,612 Closed
CBN
1482
Cadence Bank NA
Texas
-$284K -3,548 Closed
CCM
1483
Community Capital Management
Florida
-$279K -3,500 Closed
ClearBridge Investments
1484
ClearBridge Investments
New York
-$274K -3,434 Closed
MPW
1485
Monterey Private Wealth
California
-$266K -3,336 Closed
BAM
1486
Berkshire Asset Management
Pennsylvania
-$266K -3,332 Closed
KTM
1487
Keeler Thomas Management
Utah
-$263K -3,300 Closed
CP
1488
Camelot Portfolios
Ohio
-$261K -3,268 Closed
AWM
1489
Accurate Wealth Management
Florida
-$256K -3,202 Closed
EHWM
1490
Eads & Heald Wealth Management
Georgia
-$255K -3,192 Closed
FWP
1491
Firethorn Wealth Partners
Georgia
-$255K -3,095 Closed
B
1492
Bridgeworth
Alabama
-$246K -3,083 Closed
KA
1493
KLCM Advisors
Wisconsin
-$244K -3,056 Closed
ISWM
1494
Independent Solutions Wealth Management
New York
-$239K -2,996 Closed
KA
1495
Klingman & Associates
New York
-$236K -2,953 Closed
AT
1496
American Trust
Kentucky
-$236K -2,952 Closed
CM
1497
Columbus Macro
Pennsylvania
-$233K -2,923 Closed
NRS
1498
Neville Rodie & Shaw
New York
-$233K -2,915 Closed
GIA
1499
Gladstone Institutional Advisory
Florida
-$231K -2,890 Closed
MCG
1500
McCollum Christoferson Group
New York
-$230K -2,880 Closed

D Hedge Fund Activity: Q3 2022 in Review

1,442 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2022, worth a combined $40.8B — down 12% from $46.5B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of D and 83 opened new positions — a net loss of 52 holders — while 477 trimmed existing stakes and 623 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $694M. The largest seller was Wellington Management Group, cutting an estimated $783M.

  • 1,442 institutional investors held Dominion Energy (D) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $40.8B of Dominion Energy stock for Q3 2022, down 12% quarter-over-quarter.
  • 83 funds opened new Dominion Energy positions in Q3 2022 and 135 closed out, a net change of -52 holders.
  • The largest Dominion Energy buyer in Q3 2022 was Canada Pension Plan Investment Board, an estimated $694M added.
  • The largest Dominion Energy seller in Q3 2022 was Wellington Management Group, an estimated $783M sold.

Based on aggregated 13F filings for Q3 2022.