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Dominion Energy
D

1,470 hedge funds and large institutions have $39.9B invested in Dominion Energy in 2020 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 497 increasing their positions, 579 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 114

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

4% more funds holding

Funds holding: 1,409 → 1,470 (+61)

0.78% less ownership

Funds ownership: 65.8% → 65.01% (-0.78%)

8% less capital invested

Capital invested by funds: $43.5B → $39.9B (-$3.58B)

14% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 579

15% less call options, than puts

Call options by funds: $174M | Put options by funds: $204M

Holders
1,470
Holders Change
+61
Holders Change %
+4.33%
% of All Funds
26.01%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
193
Increased
497
Reduced
579
Closed
114
Calls
$174M
Puts
$204M
Net Calls
-$29.8M
Net Calls Change
-$106M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$179M
2
Millennium Management
Millennium Management
New York
+$120M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$102M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$95.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$88.3M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$888M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$558M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$454M
4
BlackRock
BlackRock
New York
-$249M
5
ZP
Zimmer Partners
New York
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
601
NTV Asset Management
West Virginia
$1.47M -$174K -2,188 -10%
CNFG
602
Creegan & Nassoura Financial Group
New Hampshire
$1.47M – – –
SAM
603
Sompo Asset Management
Japan
$1.46M +$1.54M +19,400 New
BCV
604
Banque Cantonale Vaudoise
Switzerland
$1.45M -$429K -5,400 -22%
TSWM
605
Triangle Securities Wealth Management
North Carolina
$1.45M -$50.4K -634 -3%
AFAS
606
Acorn Financial Advisory Services
Virginia
$1.45M +$32.7K +412 +2%
PT
607
Plimoth Trust
Massachusetts
$1.44M -$90.6K -1,140 -6%
AF
608
Aldebaran Financial
$1.43M -$30.7K -386 -2%
Rockefeller Capital Management
609
Rockefeller Capital Management
New York
$1.43M -$147K -1,852 -9%
BMO
610
Beck Mack & Oliver
New York
$1.43M -$60.9K -766 -4%
EP
611
Eudaimonia Partners
Tennessee
$1.43M +$6.12K +77 +0.4%
PCA
612
Providence Capital Advisors
North Carolina
$1.43M +$305K +3,842 +25%
MIP
613
Marietta Investment Partners
Wisconsin
$1.42M – – –
CK
614
Cohen Klingenstein
New York
$1.41M – – –
Rafferty Asset Management
615
Rafferty Asset Management
New York
$1.4M +$354K +4,458 +31%
PMG
616
ProVise Management Group
Florida
$1.4M -$7.07K -89 -0.5%
CWG
617
Cornerstone Wealth Group
North Carolina
$1.39M -$3.08M -38,814 -68%
PWM
618
PBMares Wealth Management
Virginia
$1.39M -$24.2K -305 -2%
BBVA
619
Banco Bilbao Vizcaya Argentaria
Spain
$1.38M +$177K +2,230 +14%
ACM
620
AlphaCrest Capital Management
New York
$1.38M -$940K -11,833 -39%
LAIC
621
Lederer & Associates Investment Counsel
California
$1.38M -$20.3K -255 -1%
BO
622
BRR OpCo
Ohio
$1.38M +$64.4K +811 +5%
FAB
623
First American Bank
Illinois
$1.37M -$1.01M -12,709 -41%
DCM
624
Dupont Capital Management
Delaware
$1.37M -$134K -1,692 -8%
TRCT
625
Tower Research Capital (TRC)
New York
$1.37M +$59K +743 +4%
23 24
25
26 27

D Hedge Fund Activity: Q4 2020 in Review

1,470 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2020, worth a combined $39.9B — down 8.2% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new D positions and 114 closed out — a net gain of 79 holders — while 497 added to existing stakes and 579 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $179M. The largest seller was Capital Research Global Investors, cutting an estimated $888M.

  • 1,470 institutional investors held Dominion Energy (D) as of Q4 2020, up from 1,409 in Q3 2020.
  • Funds reported $39.9B of Dominion Energy stock for Q4 2020, down 8.2% quarter-over-quarter.
  • 193 funds opened new Dominion Energy positions in Q4 2020 and 114 closed out, a net change of +79 holders.
  • The largest Dominion Energy buyer in Q4 2020 was D.E. Shaw & Co, an estimated $179M added.
  • The largest Dominion Energy seller in Q4 2020 was Capital Research Global Investors, an estimated $888M sold.

Based on aggregated 13F filings for Q4 2020.