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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
MBTD
526
Mechanics Bank - Trust Department
California
$1.85M +$8.64K +110 +0.5%
WS
527
Wedbush Securities
California
$1.85M +$327K +4,165 +22%
AWM
528
Arbor Wealth Management
Florida
$1.84M +$27.3K +347 +2%
ECM
529
ETrade Capital Management
Virginia
$1.83M -$1.24M -15,806 -40%
BWM
530
BerganKDV Wealth Management
Minnesota
$1.83M -$167K -2,132 -8%
WCA
531
Westover Capital Advisors
Delaware
$1.83M -$1.63M -20,743 -47%
LS
532
Leelyn Smith
Illinois
$1.83M -$37.2K -473 -2%
LIA
533
LS Investment Advisors
Michigan
$1.82M +$88.7K +1,129 +5%
CNC
534
Canandaigua National Corp
New York
$1.82M +$353K +4,496 +24%
OPPTF
535
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.8M +$187K +2,380 +12%
FVWA
536
Foster Victor Wealth Advisors
South Carolina
$1.8M +$133K +1,690 +8%
CANC
537
Culbertson A N & Co
Virginia
$1.76M -$140K -1,784 -7%
AA
538
Ancora Advisors
Ohio
$1.75M -$31.4K -400 -2%
TH
539
TCTC Holdings
Texas
$1.75M +$2.04K +26 +0.1%
TMAM
540
Tokio Marine Asset Management
Japan
$1.75M +$9.66K +123 +0.6%
RMC
541
Resources Management Corp
Connecticut
$1.74M -$57.8K -736 -3%
KRSITF
542
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.74M +$108K +1,374 +7%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$1.74M +$199K +2,539 +13%
BC
544
Bartlett & Co
Ohio
$1.74M +$199K +2,539 +13%
FUBT
545
First United Bank & Trust
Maryland
$1.74M +$15.3K +195 +0.9%
FB
546
Fulton Bank
Pennsylvania
$1.73M -$847K -10,776 -33%
MC
547
Maverick Capital
Texas
$1.73M +$1.54M +19,631 +867%
NAM
548
NTV Asset Management
West Virginia
$1.72M -$15K -191 -0.9%
OAM
549
Optimal Asset Management
California
$1.7M +$116K +1,483 +7%
DJSG
550
D.J. St. Germain
Massachusetts
$1.7M -$786 -10 -0%

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.