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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
SPWM
1526
Schrum Private Wealth Management
Florida
-$209K -2,616 Closed
CWM
1527
Cabot Wealth Management
Massachusetts
-$208K -2,612 Closed
H6H
1528
Hightower 6M Holding
Kansas
-$208K -2,603 Closed
BEAM
1529
Baker Ellis Asset Management
Washington
-$206K -2,575 Closed
MA
1530
MJP Associates
Connecticut
-$205K -2,572 Closed
RT
1531
Rockland Trust
Massachusetts
-$205K -2,566 Closed
FA
1532
FC Advisory
Pennsylvania
-$205K -2,564 Closed
FC
1533
Financial Consulate
Maryland
-$204K -2,560 Closed
SB
1534
Strategic Blueprint
Georgia
-$204K -2,557 Closed
SWP
1535
Summit Wealth Partners
Florida
-$204K -2,555 Closed
ACA
1536
Aptus Capital Advisors
Alabama
-$203K -2,547 Closed
BFA
1537
Beaumont Financial Advisors
Massachusetts
-$203K -2,542 Closed
PAM
1538
Private Asset Management
California
-$203K -2,540 Closed
NCM
1539
Novare Capital Management
North Carolina
-$202K -2,537 Closed
TYCC
1540
Texas Yale Capital Corp
Florida
-$202K -2,535 Closed
NGA
1541
Naples Global Advisors
Florida
-$202K -2,530 Closed
SCA
1542
Stillwater Capital Advisors
Pennsylvania
-$202K -2,530 Closed
MBT
1543
Montecito Bank & Trust
California
-$202K -2,527 Closed
SIAP
1544
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$201K -2,519 Closed
BMC
1545
Beaton Management Company
Massachusetts
-$201K -2,514 Closed
CIBC World Market
1546
CIBC World Market
Ontario, Canada
-$201K -2,514 Closed
PP
1547
PDS Planning
Ohio
-$200K -2,508 Closed
LI
1548
LMCG Investments
Massachusetts
-$200K -2,504 Closed
AIL
1549
AGF Investments LLC
Ontario, Canada
-$142K -1,776 Closed
ACM
1550
Aquatic Capital Management
Illinois
-$136K -1,700 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.