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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
AP
476
Advisor Partners
California
$2.32M -$297K -3,776 -11%
DFA
477
Delta Financial Advisors
Louisiana
$2.32M -$111K -1,417 -5%
CIAS
478
Capital Investment Advisory Services
North Carolina
$2.29M -$365K -4,651 -14%
PAS
479
Park Avenue Securities
New York
$2.28M -$233K -2,966 -9%
NEI
480
Northwest & Ethical Investments
Ontario, Canada
$2.27M -$3.11M -39,551 -58%
OIM
481
Opus Investment Management
Massachusetts
$2.27M +$314K +4,000 +16%
IRF
482
IBM Retirement Fund
New York
$2.27M +$602K +7,663 +36%
WIA
483
Wealthstreet Investment Advisors
Texas
$2.27M
LDB
484
Lee, Danner & Bass
Tennessee
$2.25M -$31.4K -400 -1%
PSUF
485
People's United Financial
Connecticut
$2.25M -$854K -10,876 -28%
BRG
486
Bay Rivers Group
Virginia
$2.23M +$90.8K +1,156 +4%
JIC
487
Johnson Investment Counsel
Ohio
$2.23M -$73.5K -936 -3%
RAM
488
Redmond Asset Management
Virginia
$2.2M -$43K -548 -2%
CWM
489
Chronos Wealth Management
Florida
$2.2M +$14.5K +185 +0.7%
NA
490
NewEdge Advisors
Louisiana
$2.17M +$927K +11,802 +75%
SFA
491
Semmax Financial Advisors
North Carolina
$2.16M -$1.09M -13,901 -34%
CI
492
Cigna Investments
Connecticut
$2.15M +$1.96K +25 +0.1%
ASN
493
Advisory Services Network
Georgia
$2.14M -$610K -7,760 -22%
SLI
494
Sumitomo Life Insurance
Japan
$2.12M -$110K -1,401 -5%
NB
495
NBT Bank
New York
$2.12M +$106K +1,350 +5%
MCP
496
Martin Capital Partners
Oregon
$2.08M -$61.4K -782 -3%
WJWM
497
Williams Jones Wealth Management
New York
$2.07M -$118K -1,500 -5%
WSTAM
498
Wilbanks Smith & Thomas Asset Management
Virginia
$2.06M +$14.7K +187 +0.7%
HT
499
HAP Trading
New York
$2.05M +$2.04M +25,965 New
SNT
500
Security National Trust
West Virginia
$2.05M -$20.7K -263 -1%

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.