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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
OPTFSNA
326
Old Point Trust & Financial Services N A
Virginia
$4.7M +$380K +4,835 +9%
Verition Fund Management
327
Verition Fund Management
Connecticut
$4.68M +$3.92M +49,951 +538%
EP
328
Edgestream Partners
New Jersey
$4.66M +$3.56M +45,299 +329%
PAM
329
Palisade Asset Management
Minnesota
$4.66M
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$4.63M +$802K +10,206 +21%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$4.63M -$1.47M -18,702 -24%
SHA
332
Seneca House Advisors
Virginia
$4.61M +$239K +3,047 +6%
UCFA
333
United Capital Financial Advisors
Texas
$4.57M -$360K -4,584 -7%
EWM
334
Executive Wealth Management
Michigan
$4.55M +$493K +6,281 +12%
CWG
335
Cornerstone Wealth Group
North Carolina
$4.52M -$1.65M -21,034 -27%
Pacer Advisors
336
Pacer Advisors
Pennsylvania
$4.5M -$988K -12,581 -18%
CS
337
Candriam SCA
Luxembourg
$4.44M -$357K -4,548 -7%
LIM
338
Leavell Investment Management
Alabama
$4.41M -$144K -1,838 -3%
ISB
339
Iowa State Bank
Iowa
$4.4M -$65.5K -834 -1%
TFA
340
Toth Financial Advisory
Virginia
$4.36M -$51.9K -661 -1%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$4.35M +$57K +726 +1%
BNP Paribas Asset Management
342
BNP Paribas Asset Management
France
$4.33M +$119K +1,513 +3%
PA
343
Pinnacle Associates
New York
$4.33M +$145K +1,841 +3%
PI
344
Putnam Investments
Massachusetts
$4.3M +$3.84M +48,924 +876%
Connor, Clark & Lunn Investment Management (CC&L)
345
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.3M -$21M -267,535 -83%
FNFDCM
346
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.29M +$23.6K +300 +0.6%
EWA
347
Exencial Wealth Advisors
Oklahoma
$4.26M +$2.06M +26,164 +94%
CBB
348
Citizens Business Bank
California
$4.26M +$505K +6,423 +14%
NMERB
349
New Mexico Educational Retirement Board
New Mexico
$4.24M -$126K -1,600 -3%
SIM
350
Sentry Investment Management
Wisconsin
$4.21M +$528K +6,727 +14%

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.