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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
GJIC
1526
Gamble Jones Investment Counsel
California
-$224K -3,070 Closed
RCWMU
1527
Rothschild & Co Wealth Management (UK)
United Kingdom
-$220K -3,013 Closed
KWM
1528
Keebeck Wealth Management
Illinois
-$220K -3,007 Closed
WIC
1529
Whitegate Investment Counselors
New Hampshire
-$214K -2,933 Closed
MSWMA
1530
Market Street Wealth Management Advisors
Indiana
-$211K -2,888 Closed
CI
1531
CX Institutional
Indiana
-$206K -2,826 Closed
BEAM
1532
Baker Ellis Asset Management
Washington
-$203K -2,795 Closed
AII
1533
AGF Investments Inc
Ontario, Canada
-$175K -2,400 Closed
MA
1534
MCF Advisors
Kentucky
-$149K -2,037 Closed
HA
1535
Herold Advisors
New York
-$146K -2,000 Closed
CG
1536
Cutler Group
California
-$122K -1,615 Closed
AL
1537
ADE LLC
Maryland
-$100K -1,370 Closed
AWA
1538
Arkadios Wealth Advisors
Georgia
-$97K -1,338 Closed
AS
1539
Altshuler Shaham
Israel
-$60K -824 Closed
Skandinaviska Enskilda Banken (SEB)
1540
Skandinaviska Enskilda Banken (SEB)
Sweden
-$59K -805 Closed
CCM
1541
Carderock Capital Management
Maryland
-$58K -800 Closed
RCA
1542
Ranch Capital Advisors
Florida
-$53K -722 Closed
HFS
1543
Horizon Financial Services
North Carolina
-$50K -679 Closed
EARNEST Partners
1544
EARNEST Partners
Georgia
-$34K -461 Closed
SFP
1545
Sterling Financial Planning
New Jersey
-$28K -383 Closed
RA
1546
Resolute Advisors
California
-$17K -239 Closed
APWA
1547
Atlas Private Wealth Advisors
New Jersey
-$15K -204 Closed
WLPWM
1548
Walled Lake Planning & Wealth Management
Illinois
-$13K -183 Closed
RG
1549
Retirement Group
California
-$8K -116 Closed
UFF
1550
USA Financial Formulas
Michigan
-$8.13K -108 -96%

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.