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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
CA
626
Cornerstone Advisory
Maryland
$1.22M +$295K +3,760 +32%
FBT
627
First Bankers Trust
Kentucky
$1.22M -$2.38M -30,344 -66%
CIC
628
Carnegie Investment Counsel
Ohio
$1.22M -$86.4K -1,100 -7%
CSM
629
CAMG Solamere Management
North Carolina
$1.21M
NB
630
Northwest Bancshares
Pennsylvania
$1.21M -$55.6K -708 -4%
TWA
631
TCI Wealth Advisors
Arizona
$1.2M -$31.8K -405 -3%
PHK
632
Point72 Hong Kong
Hong Kong
$1.2M +$1.2M +15,220 New
BCA
633
Bay Colony Advisors
Massachusetts
$1.2M +$505K +6,427 +73%
WQ
634
Wealth Quarterback
New Jersey
$1.2M
PNC
635
Park National Corp
Ohio
$1.2M -$81.4K -1,036 -6%
CAM
636
Cozad Asset Management
Illinois
$1.2M -$33.9K -432 -3%
PCA
637
Providence Capital Advisors
North Carolina
$1.19M +$39K +496 +3%
EAMA
638
EFG Asset Management (Americas)
Florida
$1.19M +$1.19M +15,114 New
IAN
639
Integrated Advisors Network
Texas
$1.19M -$9.19K -117 -0.8%
IWC
640
Integrated Wealth Concepts
Massachusetts
$1.19M +$102K +1,303 +9%
DCM
641
Donaldson Capital Management
Indiana
$1.19M -$13.1K -167 -1%
BAM
642
Blueshift Asset Management
New Jersey
$1.19M +$1.18M +15,012 New
VEA
643
Virtus ETF Advisers
New York
$1.18M +$94.5K +1,203 +9%
SSWM
644
Sheets Smith Wealth Management
North Carolina
$1.18M -$8.01K -102 -0.7%
SYBT
645
Stock Yards Bank & Trust
Kentucky
$1.18M -$293K -3,736 -20%
JWM
646
Jackson Wealth Management
Florida
$1.18M +$122K +1,552 +12%
GRP
647
Global Retirement Partners
California
$1.18M +$6.21K +79 +0.5%
AIM
648
Achmea Investment Management
Netherlands
$1.17M -$3.32M -42,242 -74%
KWM
649
Kingsview Wealth Management
Oregon
$1.17M -$114K -1,456 -9%
CAMG
650
CWA Asset Management Group
Florida
$1.17M

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.