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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
SG Americas Securities
151
SG Americas Securities
New York
$18.3M +$9.06M +124,779 +108%
MAM
152
Martingale Asset Management
Massachusetts
$18.2M +$1.63M +22,415 +10%
Robeco Institutional Asset Management
153
Robeco Institutional Asset Management
Netherlands
$17.9M -$12.4M -170,071 -42%
CIC
154
Crawford Investment Counsel
Georgia
$17.6M +$1.61M +22,209 +11%
ASRS
155
Arizona State Retirement System
Arizona
$17.5M -$909K -12,510 -5%
HWA
156
Heritage Wealth Advisors
Virginia
$17.4M +$4.75M +65,424 +40%
Brown Advisory
157
Brown Advisory
Maryland
$17.3M +$9.59M +132,025 +138%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$16.9M -$12.3M -169,511 -43%
FAF
159
Fjarde Ap-fonden
Sweden
$16.7M +$131K +1,800 +0.8%
GC
160
Guggenheim Capital
Illinois
$16.5M +$1.72M +23,680 +12%
KBC Group
161
KBC Group
Belgium
$16.5M -$436K -6,004 -3%
Nomura Asset Management
162
Nomura Asset Management
Japan
$16.4M -$7.53M -103,660 -32%
GAM
163
Gotham Asset Management
New York
$16.2M +$10.5M +144,422 +210%
AIM
164
Aigen Investment Management
New York
$16.2M +$7.5M +103,213 +94%
FCI
165
Financial Counselors Inc
Kansas
$16.1M +$422K +5,812 +3%
SSWM
166
Smith Salley Wealth Management
North Carolina
$16M +$539K +7,422 +4%
MSL
167
Mackay Shields LLC
New York
$15.7M -$1.6M -22,021 -10%
GGI
168
Godsey & Gibb Inc
Virginia
$15.6M +$916K +12,608 +7%
SOMRS
169
State of Michigan Retirement System
Michigan
$15.4M -$211K -2,900 -1%
KCM
170
Kanawha Capital Management
Virginia
$15.3M +$226K +3,116 +2%
PP
171
Palladium Partners
Virginia
$15.3M +$2.76M +38,017 +23%
Schroder Investment Management Group
172
Schroder Investment Management Group
United Kingdom
$15M +$6.78M +93,289 +89%
M&T Bank
173
M&T Bank
New York
$14.9M -$1.86M -25,558 -12%
AUB
174
Atlantic Union Bankshares
Virginia
$14.8M +$462K +6,364 +3%
WCM
175
Wedge Capital Management
North Carolina
$14.8M -$201K -2,765 -1%

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.