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Dominion Energy
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Overview Fund Activity

1,404 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 480 increasing their positions, 618 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,404
Holders Change
-20
Holders Change %
-1.4%
% of All Funds
28.4%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.42%
New
114
Increased
480
Reduced
618
Closed
122
Calls
$306M
Puts
$229M
Net Calls
+$76.5M
Net Calls Change
-$89.2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.23B
2
ZP
2
Zimmer Partners
New York
$204M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
Morgan Stanley
5
Morgan Stanley
New York
$347M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.89B
2
Charles Schwab
2
Charles Schwab
California
$282M
3
Wells Fargo
3
Wells Fargo
California
$295M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$185M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
326
Verition Fund Management
Connecticut
$4.68M +$3.94M +49,951 +538%
EP
327
Edgestream Partners
New Jersey
$4.66M +$3.58M +45,299 +329%
PAM
328
Palisade Asset Management
Minnesota
$4.66M – – –
Thrivent Financial for Lutherans
329
Thrivent Financial for Lutherans
Minnesota
$4.63M +$805K +10,206 +21%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$4.63M -$1.47M -18,702 -24%
SHA
331
Seneca House Advisors
Virginia
$4.61M +$240K +3,047 +6%
UCFA
332
United Capital Financial Advisors
Texas
$4.57M -$362K -4,584 -7%
EWM
333
Executive Wealth Management
Michigan
$4.55M +$496K +6,281 +12%
CWG
334
Cornerstone Wealth Group
North Carolina
$4.52M -$1.66M -21,034 -27%
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$4.5M -$993K -12,581 -18%
CS
336
Candriam SCA
Luxembourg
$4.44M -$359K -4,548 -7%
LIM
337
Leavell Investment Management
Alabama
$4.41M -$145K -1,838 -3%
ISB
338
Iowa State Bank
Iowa
$4.4M -$65.8K -834 -1%
TFA
339
Toth Financial Advisory
Virginia
$4.36M -$52.2K -661 -1%
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$4.35M +$57.3K +726 +1%
BNP Paribas Asset Management
341
BNP Paribas Asset Management
France
$4.33M +$119K +1,513 +3%
PA
342
Pinnacle Associates
New York
$4.33M +$145K +1,841 +3%
PI
343
Putnam Investments
Massachusetts
$4.3M +$3.86M +48,924 +876%
Connor, Clark & Lunn Investment Management (CC&L)
344
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.3M -$21.1M -267,535 -83%
FNFDCM
345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.29M +$23.7K +300 +0.6%
EWA
346
Exencial Wealth Advisors
Oklahoma
$4.26M +$2.07M +26,164 +94%
CBB
347
Citizens Business Bank
California
$4.26M +$507K +6,423 +14%
NMERB
348
New Mexico Educational Retirement Board
New Mexico
$4.24M -$126K -1,600 -3%
SIM
349
Sentry Investment Management
Wisconsin
$4.21M +$531K +6,727 +14%
BHA
350
Beech Hill Advisors
New York
$4.17M +$1.96M +24,780 +88%
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