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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
BHA
351
Beech Hill Advisors
New York
$4.17M +$1.95M +24,780 +88%
LOPW
352
Live Oak Private Wealth
North Carolina
$4.17M -$185K -2,360 -4%
THWM
353
Taylor Hoffman Wealth Management
Virginia
$4.13M -$47.1K -600 -1%
ECM
354
ExodusPoint Capital Management
New York
$4.08M -$6.3M -80,244 -61%
AI
355
Atria Investments
North Carolina
$4.06M -$540K -6,876 -12%
VFA
356
Voya Financial Advisors
Connecticut
$4.03M -$1.43M -18,247 -26%
BFIM
357
Beese Fulmer Investment Management
Ohio
$4.02M -$42K -535 -1%
BFS
358
Bradley Foster & Sargent
Connecticut
$4.01M +$3.99M +50,856 New
GIM
359
Goelzer Investment Management
Indiana
$3.97M -$17K -216 -0.4%
MNBTD
360
Moody National Bank Trust Division
Texas
$3.94M
PLFAM
361
Pineno Levin & Ford Asset Management
Virginia
$3.92M +$4.32K +55 +0.1%
BCCM
362
Bridge Creek Capital Management
Massachusetts
$3.88M -$24K -305 -0.6%
CTC
363
Central Trust Company
Missouri
$3.87M -$220K -2,805 -5%
KRS
364
Kentucky Retirement Systems
Kentucky
$3.87M +$178K +2,261 +5%
PFPT
365
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.86M -$146K -1,853 -4%
GLLW
366
Graves Light Lenhart Wealth
Virginia
$3.81M -$115K -1,460 -3%
WAM
367
Wallington Asset Management
Indiana
$3.79M +$30.6K +390 +0.8%
CA
368
Cornerstone Advisors
North Carolina
$3.79M -$786K -10,000 -17%
CAN
369
Cetera Advisor Networks
California
$3.78M -$663K -8,442 -15%
NCM
370
Narwhal Capital Management
Georgia
$3.78M -$548K -6,978 -13%
RJT
371
Raymond James Trust
Florida
$3.77M -$983K -12,510 -21%
AB
372
Amalgamated Bank
New York
$3.76M -$76.7K -976 -2%
NMIMC
373
Northwestern Mutual Investment Management Company
Wisconsin
$3.74M
TA
374
Tiedemann Advisors
New York
$3.66M +$2.44M +31,005 +201%
HCMT
375
Highland Capital Management (Tennessee)
Tennessee
$3.66M -$66.8K -850 -2%

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.