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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
HCA
576
Horan Capital Advisors
Ohio
$1.51M +$56.2K +715 +4%
TPA
577
Trivium Point Advisory
Connecticut
$1.49M -$8.25K -105 -0.6%
MIP
578
Marietta Investment Partners
Wisconsin
$1.49M
EP
579
Eudaimonia Partners
Tennessee
$1.49M +$110K +1,401 +8%
AFAS
580
Acorn Financial Advisory Services
Virginia
$1.49M +$10.4K +132 +0.7%
PMG
581
ProVise Management Group
Florida
$1.48M -$25.1K -319 -2%
PWM
582
PBMares Wealth Management
Virginia
$1.48M +$159K +2,027 +12%
CK
583
Cohen Klingenstein
New York
$1.48M
LAIC
584
Lederer & Associates Investment Counsel
California
$1.47M -$24.5K -312 -2%
IG
585
ING Group
Netherlands
$1.47M +$903K +11,495 +162%
FNBT
586
FineMark National Bank & Trust
Florida
$1.47M -$17K -216 -1%
VNIM
587
Vaughan Nelson Investment Management
Texas
$1.45M
DTL
588
Dynamic Technology Lab
Singapore
$1.44M +$1.43M +18,198 New
EM
589
ELCO Management
New York
$1.43M -$14.8K -188 -1%
MYAM
590
Meiji Yasuda Asset Management
Japan
$1.43M -$558K -7,100 -28%
PP
591
Patten & Patten
Tennessee
$1.43M +$45.2K +575 +3%
LNC
592
Lincoln National Corp
Pennsylvania
$1.39M -$388K -4,943 -22%
MHC
593
Meyer Handelman Company
New York
$1.39M
BO
594
BRR OpCo
Ohio
$1.38M +$216K +2,746 +19%
TRCT
595
Tower Research Capital (TRC)
New York
$1.38M +$206K +2,620 +18%
VI
596
Vestcor Inc
New Brunswick, Canada
$1.38M -$42.9K -546 -3%
ZB
597
Zions Bancorporation
Utah
$1.37M -$1.29M -16,418 -49%
FMBTD
598
First Midwest Bank Trust Division
Illinois
$1.35M -$79 -1 -0%
HTC
599
Haverford Trust Company
Pennsylvania
$1.35M -$23.7K -302 -2%
JFGIW
600
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.35M +$438K +5,579 +48%

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.