Dominion Energy
1,234 hedge funds and large institutions have $29.1B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 336 increasing their positions, 596 reducing their positions, and 108 closing their positions.
71% more call options, than puts
Call options by funds: $373M | Put options by funds: $218M
44% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 108
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more capital invested
Capital invested by funds: $27.4B → $29.1B (+$1.68B)
3% more funds holding
Funds holding: 1,202 → 1,234 (+32)
0.63% more ownership
Funds ownership: 73.33% → 73.96% (+0.63%)
44% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 596
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$463M |
| 2 |
Morgan Stanley
New York
|
+$359M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$289M |
| 4 |
Bank of New York Mellon
New York
|
+$219M |
| 5 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$203M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$405M |
| 2 |
ZP
Zimmer Partners
New York
|
-$239M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$202M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$175M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$171M |
D Hedge Fund Activity: Q4 2023 in Review
1,234 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2023, worth a combined $29.1B — up 6.1% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new D positions and 108 closed out — a net gain of 48 holders — while 336 added to existing stakes and 596 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $463M. The largest seller was JP Morgan Chase, cutting an estimated $405M.
- 1,234 institutional investors held Dominion Energy (D) as of Q4 2023, up from 1,202 in Q3 2023.
- Funds reported $29.1B of Dominion Energy stock for Q4 2023, up 6.1% quarter-over-quarter.
- 156 funds opened new Dominion Energy positions in Q4 2023 and 108 closed out, a net change of +48 holders.
- The largest Dominion Energy buyer in Q4 2023 was Capital Research Global Investors, an estimated $463M added.
- The largest Dominion Energy seller in Q4 2023 was JP Morgan Chase, an estimated $405M sold.
Based on aggregated 13F filings for Q4 2023.