We are live on ! Find out more
D icon

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
RIM
276
Redpoint Investment Management
Australia
$6.5M -$142K -1,806 -2%
NAM
277
Nissay Asset Management
Japan
$6.48M -$937K -11,926 -13%
BRWM
278
B. Riley Wealth Management
Tennessee
$6.25M -$33.6K -428 -0.5%
CG
279
Colony Group
Massachusetts
$6.21M -$130K -1,658 -2%
SS
280
Simplicity Solutions
Minnesota
$6.18M -$134K -1,700 -2%
MHI
281
Miller Howard Investments
New York
$6.18M -$418K -5,325 -6%
COPPSERS
282
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.14M +$2.35M +29,853 +62%
SC
283
Sepio Capital
Utah
$6.06M -$211K -2,685 -3%
AAS
284
Avantax Advisory Services
Texas
$6.04M +$3.22M +40,929 +115%
TPCW
285
TD Private Client Wealth
New York
$5.99M -$2.41M -30,675 -29%
NIA
286
Northstar Investment Advisors
Colorado
$5.97M -$1.36M -17,277 -19%
TRSOTSOK
287
Teachers Retirement System of the State of Kentucky
Kentucky
$5.92M -$137K -1,750 -2%
UR
288
USCA RIA
Texas
$5.91M -$535K -6,808 -8%
MIA
289
MainStreet Investment Advisors
Illinois
$5.86M +$558K +7,107 +11%
Allianz Asset Management
290
Allianz Asset Management
Germany
$5.86M -$5.11M -65,004 -47%
PWW
291
Pettyjohn Wood & White
Virginia
$5.78M -$20.7K -264 -0.4%
GWM
292
Geneos Wealth Management
Colorado
$5.72M -$1.2M -15,282 -17%
SCA
293
Salient Capital Advisors
Texas
$5.64M +$5.61M +71,425 New
EVM
294
Eaton Vance Management
Massachusetts
$5.63M -$77.4K -985 -1%
CWM
295
Calamos Wealth Management
Illinois
$5.6M +$50.9K +648 +0.9%
GG
296
Gofen & Glossberg
Illinois
$5.58M +$1.71M +21,799 +45%
Barrow, Hanley, Mewhinney & Strauss
297
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.56M -$99.9M -1,271,108 -95%
MML Investors Services
298
MML Investors Services
Massachusetts
$5.56M -$2.26M -28,773 -29%
NB
299
Norinchukin Bank
Japan
$5.56M -$46.4K -591 -0.8%
IAA
300
Independent Advisor Alliance
North Carolina
$5.56M +$46.9K +597 +0.9%

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.