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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
JGUA
401
John G. Ullman & Associates
New York
$3.27M +$3.25M +41,370 New
Daiwa Securities Group
402
Daiwa Securities Group
Japan
$3.25M +$289K +3,677 +10%
JWCA
403
J.W. Cole Advisors
Florida
$3.25M +$1.13M +14,420 +54%
SB
404
Simmons Bank
Arkansas
$3.24M +$13.7K +174 +0.4%
Nordea Investment Management
405
Nordea Investment Management
Sweden
$3.24M -$2.97M -37,795 -48%
CI
406
Conning Inc
Connecticut
$3.23M +$20.4K +260 +0.6%
EFIC
407
Eliot Finkel Investment Counsel
California
$3.22M
SL
408
Salomon & Ludwin
Virginia
$3.21M +$471 +6 +0%
BF
409
BOK Financial
Oklahoma
$3.2M +$133K +1,696 +4%
PA
410
Profund Advisors
Maryland
$3.17M +$770K +9,804 +32%
PRC
411
Pearl River Capital
Michigan
$3.11M +$3.1M +39,457 New
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$3.1M +$398K +5,065 +15%
SCA
413
Snowden Capital Advisors
New York
$3.1M +$114K +1,457 +4%
MC
414
Moors & Cabot
Massachusetts
$3.08M +$227K +2,886 +8%
NEAM
415
New England Asset Management
Connecticut
$3.07M +$47.1K +600 +2%
CCM
416
Canal Capital Management
Virginia
$3.05M +$72.2K +919 +2%
HKIM
417
Hayek Kallen Investment Management
Alabama
$3.04M +$61K +777 +2%
QI
418
QS Investors
New York
$3.04M -$4.37M -55,602 -59%
VWA
419
Visionary Wealth Advisors
Illinois
$3.03M +$204K +2,594 +7%
X
420
Xponance
Pennsylvania
$3.02M -$7.67M -97,595 -72%
CCM
421
Crossvault Capital Management
Texas
$2.98M -$169K -2,150 -5%
ECM
422
Exchange Capital Management
Michigan
$2.9M -$38.9K -495 -1%
BCFS
423
Butensky & Cohen Financial Security
Florida
$2.88M +$9.03K +115 +0.3%
Wealthfront Advisers
424
Wealthfront Advisers
California
$2.85M -$811K -10,321 -22%
MAM
425
Martingale Asset Management
Massachusetts
$2.84M +$2.25M +28,693 +392%

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.