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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
AAF
651
Andra AP-fonden
Sweden
$1.16M -$2.82M -35,900 -71%
CI Investments Inc
652
CI Investments Inc
Ontario, Canada
$1.15M +$16.6K +211 +1%
DA
653
Duality Advisers
Florida
$1.15M +$1.15M +14,580 New
WAP
654
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$104K +1,328 +10%
Lido Advisors
655
Lido Advisors
California
$1.15M +$250K +3,185 +28%
FFA
656
Founders Financial Alliance
North Carolina
$1.13M +$1.12M +14,232 New
CC
657
Cipher Capital
New York
$1.13M +$1.12M +14,296 New
EH
658
Employers Holdings
Nevada
$1.13M -$116K -1,475 -9%
Rafferty Asset Management
659
Rafferty Asset Management
New York
$1.12M -$513K -6,526 -31%
Bessemer Group
660
Bessemer Group
New Jersey
$1.11M -$1.75M -22,323 -61%
APA
661
American Portfolios Advisors
New York
$1.11M +$303K +3,853 +38%
FA
662
FDx Advisors
Illinois
$1.11M -$584K -7,435 -35%
BCM
663
Boltwood Capital Management
California
$1.1M
RCA
664
Rowland Carmichael Advisors
Arizona
$1.1M +$195K +2,485 +22%
IA
665
IFP Advisors
Florida
$1.1M -$177K -2,247 -14%
KA
666
Kovack Advisors
Florida
$1.1M +$98.3K +1,251 +10%
ST
667
Smithfield Trust
Pennsylvania
$1.09M -$11.4K -145 -1%
AF
668
Arrow Financial
New York
$1.09M -$45.5K -579 -4%
SMC
669
Smith, Moore & Co
Missouri
$1.09M +$32.8K +418 +3%
GBT
670
Grove Bank & Trust
Florida
$1.08M -$285K -3,629 -21%
IA
671
IFG Advisory
Georgia
$1.05M +$10.4K +132 +1%
JWM
672
JGP Wealth Management
Oregon
$1.05M -$20K -254 -2%
Members Trust
673
Members Trust
Florida
$1.04M +$70.1K +893 +7%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$1.03M -$158K -2,017 -13%
BBA
675
BLB&B Advisors
Pennsylvania
$1.03M -$32.1K -409 -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.