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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
Wells Fargo
26
Wells Fargo
California
$295M -$207M -2,631,204 -41%
Ameriprise
27
Ameriprise
Minnesota
$284M +$5.79M +73,678 +2%
Charles Schwab
28
Charles Schwab
California
$282M -$287M -3,648,518 -51%
Jennison Associates
29
Jennison Associates
New York
$281M +$230K +2,933 +0.1%
UBS AM
30
UBS AM
Illinois
$266M +$6.12M +77,895 +2%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$257M -$38M -483,626 -13%
Goldman Sachs
32
Goldman Sachs
New York
$245M -$113M -1,444,690 -32%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$234M +$10.1M +128,128 +5%
LCOV
34
London Company of Virginia
Virginia
$230M +$981K +12,482 +0.4%
PPA
35
Parametric Portfolio Associates
Washington
$213M -$6.03M -76,791 -3%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$211M +$33.1M +421,527 +19%
ZP
37
Zimmer Partners
New York
$204M +$203M +2,584,286 New
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$185M -$204M -2,600,521 -53%
UBS Group
39
UBS Group
Switzerland
$179M -$1.96M -24,938 -1%
Capital World Investors
40
Capital World Investors
California
$158M -$11K -140 -0%
APG Asset Management
41
APG Asset Management
Netherlands
$158M +$6.39M +81,331 +4%
EIP
42
Epoch Investment Partners
New York
$153M -$5.48M -69,744 -3%
DPIM
43
Duff & Phelps Investment Management
Illinois
$150M +$18M +229,310 +14%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$137M -$4.38M -55,754 -3%
AllianceBernstein
45
AllianceBernstein
Tennessee
$127M +$35.3M +448,967 +39%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$124M +$186K +2,365 +0.2%
PP
47
Prudential plc
United Kingdom
$123M -$29.4M -373,800 -19%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$123M -$6.65M -84,599 -5%
Citadel Advisors
49
Citadel Advisors
Florida
$121M +$121M +1,535,080 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$120M +$522K +6,650 +0.4%

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.