Dominion Energy
1,238 hedge funds and large institutions have $28.8B invested in Dominion Energy in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 337 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
46% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 108
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
3% more funds holding
Funds holding: 1,204 → 1,238 (+34)
1% more capital inflows, than outflows
Capital inflows: $2.35B | Capital outflows: $2.33B
0.03% less ownership
Funds ownership: 73.33% → 73.3% (-0.03%)
43% less repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 596
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$463M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$289M |
| 3 |
Bank of New York Mellon
New York
|
+$219M |
| 4 |
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$203M |
| 5 |
Neuberger Berman Group
New York
|
+$166M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$405M |
| 2 |
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
1,238 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2023, worth a combined $28.8B — up 5.2% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new D positions and 108 closed out — a net gain of 50 holders — while 337 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.
- 1,238 institutional investors held Dominion Energy (D) as of Q4 2023, up from 1,204 in Q3 2023.
- Funds reported $28.8B of Dominion Energy stock for Q4 2023, up 5.2% quarter-over-quarter.
- 158 funds opened new Dominion Energy positions in Q4 2023 and 108 closed out, a net change of +50 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.