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Dominion Energy

1,408 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2020 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 619 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $306M | Put options by funds: $229M

6% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 122

1% less funds holding

Funds holding: 1,4271,408 (-19)

1.86% less ownership

Funds ownership: 67.66%65.8% (-1.9%)

5% less capital invested

Capital invested by funds: $46B → $43.5B (-$2.52B)

22% less repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 619

25% less funds holding in top 10

Funds holding in top 10: 2821 (-7)

Holders
1,408
Holders Change
-19
Holders Change %
-1.33%
% of All Funds
28.41%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.42%
New
115
Increased
482
Reduced
619
Closed
122
Calls
$306M
Puts
$229M
Net Calls
+$76.5M
Net Calls Change
-$89.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$8.97M -$4.88M -62,059 -35%
FSA
227
Franklin Street Advisors
North Carolina
$8.88M -$416K -5,302 -5%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$8.84M +$6.62M +84,218 +304%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$8.81M -$92.1K -1,172 -1%
SAM
230
Shell Asset Management
Netherlands
$8.77M +$434K +5,524 +5%
Calamos Advisors
231
Calamos Advisors
Illinois
$8.72M -$748K -9,526 -8%
JFL
232
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.67M -$1.87M -23,868 -18%
DnB Asset Management
233
DnB Asset Management
Norway
$8.65M -$1.82M -23,127 -17%
MOACM
234
Mutual of America Capital Management
New York
$8.6M -$442K -5,628 -5%
Creative Planning
235
Creative Planning
Kansas
$8.56M -$278K -3,541 -3%
SI
236
Stephens Inc
Arkansas
$8.54M -$4.59M -58,416 -35%
SIA
237
Sit Investment Associates
Minnesota
$8.53M -$842K -10,715 -9%
SCM
238
Symons Capital Management
Pennsylvania
$8.49M -$321K -4,089 -4%
HighTower Advisors
239
HighTower Advisors
Illinois
$8.35M -$448K -5,708 -5%
WT
240
Washington Trust
Rhode Island
$8.35M +$63.7K +811 +0.8%
SAM
241
Securian Asset Management
Minnesota
$8.34M +$71.3K +908 +0.9%
CCM
242
Covington Capital Management
California
$8.21M +$43.2K +550 +0.5%
H
243
HoyleCohen
California
$8.1M -$135K -1,722 -2%
IIM
244
Intact Investment Management
Quebec, Canada
$8.08M
Public Sector Pension Investment Board (PSP Investments)
245
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.03M +$1.63M +20,700 +26%
CWM
246
CIBC World Markets
New York
$7.99M +$1.47M +18,769 +23%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.92M -$10.3M -131,209 -57%
KWILP
248
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.88M -$4.9M -62,325 -38%
CA
249
Callahan Advisors
Texas
$7.87M -$216K -2,756 -3%
WFG
250
Wills Financial Group
Virginia
$7.85M +$81.9K +1,043 +1%

D Hedge Fund Activity: Q3 2020 in Review

1,408 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2020, worth a combined $43.5B — down 5.5% from $46B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of D and 115 opened new positions — a net loss of 7 holders — while 619 trimmed existing stakes and 482 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $274M. The largest seller was Wellington Management Group, cutting an estimated $798M.

  • 1,408 institutional investors held Dominion Energy (D) as of Q3 2020, down from 1,427 in Q2 2020.
  • Funds reported $43.5B of Dominion Energy stock for Q3 2020, down 5.5% quarter-over-quarter.
  • 115 funds opened new Dominion Energy positions in Q3 2020 and 122 closed out, a net change of -7 holders.
  • The largest Dominion Energy buyer in Q3 2020 was Massachusetts Financial Services, an estimated $274M added.
  • The largest Dominion Energy seller in Q3 2020 was Wellington Management Group, an estimated $798M sold.

Based on aggregated 13F filings for Q3 2020.