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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
BHBT
601
Burke & Herbert Bank & Trust
Virginia
$1.35M -$18.5K -236 -1%
BFG
602
Beacon Financial Group
Texas
$1.34M -$4.91M -62,508 -79%
CCM
603
Chickasaw Capital Management
Tennessee
$1.34M -$19.6K -249 -1%
LKIM
604
Lawson Kroeker Investment Management
Nebraska
$1.34M
CT
605
Caldwell Trust
Florida
$1.33M +$46.8K +596 +4%
FP
606
Fiduciary Planning
Florida
$1.33M +$108K +1,378 +9%
MIM
607
Marco Investment Management
Georgia
$1.32M +$3.93K +50 +0.3%
SP
608
SWS Partners
Ohio
$1.32M +$321K +4,090 +32%
DBRC
609
D.B. Root & Company
Pennsylvania
$1.31M -$20.6K -262 -2%
XF
610
XML Financial
Maryland
$1.3M +$32.7K +416 +3%
AWA
611
Arete Wealth Advisors
Illinois
$1.3M +$12.5K +159 +1%
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$1.29M -$21.5M -273,430 -94%
ACM
613
Ategra Capital Management
Virginia
$1.29M -$95.7K -1,218 -7%
Acadian Asset Management
614
Acadian Asset Management
Massachusetts
$1.29M -$7.75M -98,639 -86%
PAM
615
Premier Asset Management
Illinois
$1.29M +$587K +7,475 +85%
BBVA
616
Banco Bilbao Vizcaya Argentaria
Spain
$1.28M +$125K +1,587 +11%
MFG
617
MidWestOne Financial Group
Iowa
$1.27M +$344K +4,377 +37%
CTA
618
Chesley Taft & Associates
Illinois
$1.26M -$27.1K -345 -2%
CWM
619
Chesapeake Wealth Management
Virginia
$1.26M -$21.4K -273 -2%
PG
620
Patten Group
Tennessee
$1.26M +$145K +1,844 +13%
HSA
621
HBK Sorce Advisory
Pennsylvania
$1.25M +$5.5K +70 +0.4%
BSA
622
Bull Street Advisors
Georgia
$1.25M +$152K +1,933 +14%
BS
623
Boenning & Scattergood
Pennsylvania
$1.24M -$15.2K -193 -1%
BEC
624
Blue Edge Capital
Virginia
$1.24M -$37.3K -475 -3%
ClearBridge Investments
625
ClearBridge Investments
New York
$1.23M -$35.6K -453 -3%

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.