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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
HWA
451
Heritage Way Advisors
Illinois
$2.56M +$42.3K +538 +2%
SCM
452
Shelton Capital Management
Colorado
$2.55M +$2.07M +26,300 +434%
CNBTD
453
Citizens National Bank Trust Department
Mississippi
$2.55M -$516K -6,565 -17%
BB
454
Bell Bank
North Dakota
$2.51M -$64.7K -823 -3%
SG Americas Securities
455
SG Americas Securities
New York
$2.49M -$6.07M -77,274 -71%
HC
456
HNP Capital
New York
$2.48M +$181K +2,303 +8%
S
457
Seeyond
France
$2.48M +$429K +5,464 +21%
SC
458
SouthState Corp
Florida
$2.47M +$63.7K +811 +3%
DHFB
459
Dixon Hubard Feinour & Brown
Virginia
$2.46M -$96.2K -1,225 -4%
AMI
460
Amica Mutual Insurance
Rhode Island
$2.46M
SPC
461
Sigma Planning Corp
Michigan
$2.46M -$79.7K -1,014 -3%
FAB
462
First American Bank
Illinois
$2.45M -$44K -560 -2%
VCM
463
Violich Capital Management
California
$2.43M -$122K -1,550 -5%
NIM
464
NXG Investment Management
Texas
$2.42M +$212K +2,700 +10%
FBT
465
First Bank & Trust
South Dakota
$2.41M -$64.1K -816 -3%
CA
466
Cetera Advisors
Colorado
$2.4M +$140K +1,776 +6%
ACM
467
AlphaCrest Capital Management
New York
$2.38M +$2.03M +25,835 +590%
TC
468
TwinBeech Capital
New York
$2.38M +$2.37M +30,220 New
SCM
469
Schnieders Capital Management
California
$2.38M -$1.04M -13,244 -31%
SCP
470
Shorepoint Capital Partners
Massachusetts
$2.37M -$15.4K -196 -0.6%
VRM
471
Vectors Research Management
New York
$2.37M +$189K +2,404 +9%
COI
472
Connable Office Inc
Michigan
$2.36M +$61.4K +782 +3%
SEC
473
Seven Eight Capital
New York
$2.35M +$2.34M +29,800 New
PFSC
474
Peoples Financial Services Corp
Pennsylvania
$2.34M -$9.82K -125 -0.4%
CFA
475
Carroll Financial Associates
North Carolina
$2.33M -$55.1K -702 -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.