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
SCCM
1501
Schafer Cullen Capital Management
New York
-$451K -5,995 Closed
FQ
1502
First Quadrant
California
-$440K -5,853 Closed
NIM
1503
NuWave Investment Management
New Jersey
-$434K -5,769 Closed
BCM
1504
BlueCrest Capital Management
Jersey
-$427K -5,682 Closed
WG
1505
Watchman Group
Texas
-$414K -5,507 Closed
MBT
1506
Montecito Bank & Trust
California
-$399K -5,306 Closed
TIA
1507
Tandem Investment Advisors
South Carolina
-$384K -5,109 Closed
YIH
1508
Y-Intercept (HK)
Hong Kong
-$375K -5,057 Closed
SFP
1509
Shepherd Financial Partners
Massachusetts
-$342K -4,550 Closed
ABC
1510
Associated Banc-Corp
Wisconsin
-$329K -4,371 Closed
JSL
1511
JT Stratford LLC
Georgia
-$329K -4,371 Closed
MCM
1512
MAI Capital Management
Ohio
-$316K -4,205 Closed
QI
1513
Qtron Investments
Massachusetts
-$307K -4,080 Closed
UF
1514
Univest Financial
Pennsylvania
-$302K -4,010 Closed
BWP
1515
Bernardo Wealth Planning
Pennsylvania
-$300K -4,002 Closed
GIM
1516
Groesbeck Investment Management
New Jersey
-$300K -3,994 Closed
MYLI
1517
Meiji Yasuda Life Insurance
Japan
-$292K -3,884 Closed
BCM
1518
Bayesian Capital Management
New York
-$292K -3,883 Closed
RMDI
1519
R.M. Davis Inc
Maine
-$286K -3,802 Closed
ACWM
1520
Adams Chetwood Wealth Management
North Carolina
-$277K -3,679 Closed
BCM
1521
Bluefin Capital Management
New York
-$271K -3,600 Closed
KFA
1522
Krane Funds Advisors
New York
-$266K -3,533 Closed
HPC
1523
Hobart Private Capital
North Carolina
-$247K -3,279 Closed
NP
1524
NorthRock Partners
Minnesota
-$246K -3,275 Closed
TAM
1525
Townsend Asset Management
North Carolina
-$241K -3,199 Closed

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.