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Dominion Energy

1,485 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2021 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 509 increasing their positions, 562 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 74

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

10% more capital invested

Capital invested by funds: $39.7B → $43.5B (+$3.84B)

8% more funds holding

Funds holding: 1,3741,485 (+111)

1.15% more ownership

Funds ownership: 67.41%68.55% (+1.1%)

6% less call options, than puts

Call options by funds: $247M | Put options by funds: $262M

9% less repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 562

Holders
1,485
Holders Change
+111
Holders Change %
+8.08%
% of All Funds
22.85%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
211
Increased
509
Reduced
562
Closed
74
Calls
$247M
Puts
$262M
Net Calls
-$15.3M
Net Calls Change
+$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1501
Stratos Investment Management
Ohio
-$646K -8,849 Closed
GIM
1502
Groesbeck Investment Management
New Jersey
-$554K -7,589 Closed
AIL
1503
AGF Investments LLC
Ontario, Canada
-$554K -7,581 Closed
Capstone Investment Advisors
1504
Capstone Investment Advisors
New York
-$567K -7,536 Closed
BCM
1505
Bayesian Capital Management
New York
-$545K -7,470 Closed
Vontobel Holding
1506
Vontobel Holding
Switzerland
-$537K -7,357 Closed
NFGCM
1507
Norman Fields Gottscho Capital Management
New York
-$502K -6,875 Closed
MAM
1508
Meeder Asset Management
Ohio
-$470K -6,433 Closed
CBFP
1509
Cedar Brook Financial Partners
Ohio
-$458K -6,277 Closed
TC
1510
Toews Corporation
New Jersey
-$409K -5,600 Closed
PIM
1511
Perpetual Investment Management
Australia
-$372K -5,100 Closed
PP
1512
Pegasus Partners
Wisconsin
-$358K -4,906 Closed
ICP
1513
Interchange Capital Partners
Pennsylvania
-$339K -4,649 Closed
SAM
1514
Sawgrass Asset Management
Florida
-$339K -4,648 Closed
JF
1515
Jump Financial
Illinois
-$336K -4,601 Closed
SCM
1516
Stevens Capital Management
Pennsylvania
-$325K -4,457 Closed
PCA
1517
Pallas Capital Advisors
Massachusetts
-$288K -3,809 Closed
CCM
1518
Community Capital Management
Florida
-$256K -3,500 Closed
FFA
1519
Fragasso Financial Advisors
Pennsylvania
-$244K -3,342 Closed
OC
1520
Oarsman Capital
Wisconsin
-$243K -3,334 Closed
SSA
1521
Schonfeld Strategic Advisors
New York
-$241K -3,300 Closed
WI
1522
Wintrust Investments
Illinois
-$238K -3,266 Closed
PP
1523
PDS Planning
Ohio
-$235K -3,224 Closed
UAML
1524
US Asset Management LLC
Pennsylvania
-$232K -3,182 Closed
PAM
1525
Private Asset Management
California
-$229K -3,140 Closed

D Hedge Fund Activity: Q4 2021 in Review

1,485 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2021, worth a combined $43.5B — up 9.7% from $39.7B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new D positions and 74 closed out — a net gain of 137 holders — while 509 added to existing stakes and 562 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $292M. The largest seller was Gallagher Fiduciary Advisors, exiting entirely with an estimated $201M sold.

  • 1,485 institutional investors held Dominion Energy (D) as of Q4 2021, up from 1,374 in Q3 2021.
  • Funds reported $43.5B of Dominion Energy stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 211 funds opened new Dominion Energy positions in Q4 2021 and 74 closed out, a net change of +137 holders.
  • The largest Dominion Energy buyer in Q4 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $292M added.
  • The largest Dominion Energy seller in Q4 2021 was Gallagher Fiduciary Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.