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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
WGA
426
Weather Gauge Advisory
Virginia
$2.83M -$15.6K -198 -0.5%
RCM
427
Radnor Capital Management
Pennsylvania
$2.82M +$58.7K +747 +2%
EWM
428
Endurance Wealth Management
Rhode Island
$2.81M -$245K -3,123 -8%
BWL
429
Bogart Wealth LLC
Virginia
$2.81M -$37.5K -477 -1%
BFEC
430
Benjamin F. Edwards & Company
Missouri
$2.81M -$309K -3,936 -10%
CSS
431
Cubist Systematic Strategies
Connecticut
$2.79M -$774K -9,858 -22%
V
432
Veritable
Delaware
$2.74M -$76K -968 -3%
HPC
433
HM Payson & Co
Maine
$2.74M -$27.8K -354 -1%
CIBC Private Wealth Group
434
CIBC Private Wealth Group
Georgia
$2.73M +$1.36M +17,372 +102%
BOH
435
Bank of Hawaii
Hawaii
$2.73M -$131K -1,662 -5%
CIC
436
Canal Insurance Company
South Carolina
$2.73M
CHC
437
City Holding Co
West Virginia
$2.71M -$32.6K -415 -1%
ATC
438
Argent Trust Co
Tennessee
$2.69M -$169K -2,150 -6%
BCM
439
BTC Capital Management
Iowa
$2.68M +$35.6K +453 +1%
PJSIMP
440
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.66M +$95.5K +1,216 +4%
EWM
441
Evercore Wealth Management
New York
$2.63M -$62.1K -791 -2%
TCOT
442
Trust Company of Toledo
Ohio
$2.63M -$31.7K -404 -1%
SEEDPG
443
S.E.E.D. Planning Group
New York
$2.61M +$81.9K +1,043 +3%
PS
444
Pensionfund Sabic
Netherlands
$2.6M +$393K +5,000 +18%
FAAS
445
First Allied Advisory Services
California
$2.6M -$616K -7,838 -19%
SIG
446
Sky Investment Group
Connecticut
$2.6M +$108K +1,370 +4%
DADC
447
D.A. Davidson & Co
Montana
$2.59M -$234K -2,981 -8%
MFWM
448
Motley Fool Wealth Management
Virginia
$2.59M +$105K +1,335 +4%
CPIA
449
Cornell Pochily Investment Advisors
New York
$2.58M -$54.4K -693 -2%
SRC
450
Shufro Rose & Co
New York
$2.57M -$39.4K -502 -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.