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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
CCMD
201
Cypress Capital Management (Delaware)
Delaware
$11.3M -$474K -6,519 -4%
HighTower Advisors
202
HighTower Advisors
Illinois
$11.2M +$427K +5,877 +4%
Connor, Clark & Lunn Investment Management (CC&L)
203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.2M -$10.4M -142,870 -49%
MIP
204
Mondrian Investment Partners
United Kingdom
$11.1M -$36.2K -499 -0.4%
PAM
205
Panagora Asset Management
Massachusetts
$11M +$1.44M +19,854 +16%
X
206
Xponance
Pennsylvania
$10.9M +$7.55M +104,004 +263%
State of Tennessee, Department of Treasury
207
State of Tennessee, Department of Treasury
Tennessee
$10.9M -$229K -3,158 -2%
PP
208
Prudential plc
United Kingdom
$10.8M -$63.9M -879,838 -86%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$10.6M -$574K -7,903 -5%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$10.3M +$710K +9,774 +8%
TPSF
211
Texas Permanent School Fund
Texas
$10.2M -$676K -9,312 -6%
BCIM
212
British Columbia Investment Management
British Columbia, Canada
$10.2M -$599K -8,249 -6%
AR
213
Advisory Research
Illinois
$9.87M -$1.5M -20,593 -14%
HW
214
Hancock Whitney
Mississippi
$9.85M +$1.2M +16,467 +15%
Marshall Wace
215
Marshall Wace
United Kingdom
$9.74M -$268K -3,695 -3%
PGFC
216
Peapack-Gladstone Financial Corp
New Jersey
$9.73M +$432K +5,946 +5%
LMIM
217
Lockheed Martin Investment Management
Maryland
$9.72M +$2.99M +41,220 +48%
AAM
218
Advisors Asset Management
Colorado
$9.71M -$1.53M -21,005 -14%
BCI
219
Brinker Capital Investments
Pennsylvania
$9.65M +$7.17M +98,648 +347%
SOADOR
220
State of Alaska Department of Revenue
Alaska
$9.59M -$455K -6,267 -5%
ERSOT
221
Employees Retirement System of Texas
Texas
$9.57M
RFA
222
Reilly Financial Advisors
California
$9.46M +$273K +3,763 +3%
DnB Asset Management
223
DnB Asset Management
Norway
$9.35M +$707K +9,738 +9%
UAS
224
United Asset Strategies
New York
$9.32M +$460K +6,327 +5%
EIA
225
Edgemoor Investment Advisors
Maryland
$9.24M +$23.3K +321 +0.3%

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.