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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
WBC
301
Westpac Banking Corp
Australia
$5.49M +$549K +6,988 +11%
SWP
302
Stratos Wealth Partners
Ohio
$5.42M +$67K +853 +1%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$5.42M +$67.2K +855 +1%
MCM
304
Maryland Capital Management
Maryland
$5.41M +$714K +9,092 +15%
CCT
305
Chemung Canal Trust
New York
$5.39M -$285K -3,629 -5%
II
306
IFM Investors
Australia
$5.37M +$655K +8,339 +14%
OPERF
307
Oregon Public Employees Retirement Fund
Oregon
$5.37M -$373K -4,746 -7%
TCOV
308
Trust Company of Vermont
Vermont
$5.36M +$243K +3,092 +5%
MWNA
309
Marshall Wace North America
New York
$5.36M +$5.33M +67,842 New
SPIA
310
Steward Partners Investment Advisory
New York
$5.3M -$300K -3,823 -5%
PAG
311
Private Advisor Group
New Jersey
$5.25M -$2.2M -27,946 -30%
FG
312
Fiduciary Group
Georgia
$5.21M +$142K +1,810 +3%
B
313
BP
United Kingdom
$5.2M -$1.11M -14,113 -18%
AFG
314
Albion Financial Group
Utah
$5.19M +$193K +2,453 +4%
CCP
315
Corient Capital Partners
California
$5.08M -$269K -3,421 -5%
TCA
316
Tortoise Capital Advisors
Kansas
$5.05M +$5.03M +64,032 New
CAM
317
Carret Asset Management
New York
$4.97M +$23.6K +300 +0.5%
WC
318
Wexford Capital
Florida
$4.96M +$4.83M +61,549 +4,885%
William Blair & Company
319
William Blair & Company
Illinois
$4.94M -$47.2K -601 -1%
EA
320
Ecofin Advisors
United Kingdom
$4.83M +$120K +1,526 +3%
BAM
321
Bruderman Asset Management
New York
$4.81M -$361K -4,601 -7%
CB
322
Community Bank
New York
$4.77M +$48.5K +617 +1%
AIM
323
Anchor Investment Management
South Carolina
$4.75M +$79.9K +1,017 +2%
Los Angeles Capital Management
324
Los Angeles Capital Management
California
$4.71M -$1.1M -13,984 -19%
TF
325
TIAA FSB
Florida
$4.71M -$390K -4,969 -8%

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.