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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
FCB
676
First Command Bank
Texas
$1.02M +$57.3K +729 +6%
FCFS
677
First Command Financial Services
Texas
$1.02M +$57.3K +729 +6%
WTC
678
WhitTier Trust Company
Nevada
$1.02M -$220K -2,797 -18%
AIP
679
Ameritas Investment Partners
Nebraska
$1.02M -$52.2K -665 -5%
VIA
680
Vident Investment Advisory
Georgia
$1.01M -$30.9K -393 -3%
HIC
681
Holderness Investments Company
North Carolina
$1.01M -$95.1K -1,210 -9%
Loomis, Sayles & Company
682
Loomis, Sayles & Company
Massachusetts
$1.01M -$365K -4,645 -27%
Cerity Partners
683
Cerity Partners
New York
$1.01M +$573K +7,297 +133%
BHWM
684
Bar Harbor Wealth Management
New Hampshire
$1M -$66.3K -844 -6%
CWM
685
Campbell Wealth Management
Virginia
$999K -$18.5K -236 -2%
V
686
VeraBank
Texas
$999K
SC
687
Scotia Capital
Ontario, Canada
$996K +$63.2K +805 +7%
EWM
688
Evermay Wealth Management
Virginia
$995K -$572K -7,281 -37%
AW
689
ACG Wealth
Georgia
$986K -$31.8K -405 -3%
PMAM
690
Penn Mutual Asset Management
Pennsylvania
$981K
CCM
691
Cadence Capital Management
Massachusetts
$980K -$231K -2,935 -19%
BI
692
Bramshill Investments
Florida
$979K +$61.5K +783 +7%
FI
693
FormulaFolio Investments
Michigan
$972K -$141K -1,790 -13%
MFP
694
Meridian Financial Partners
Virginia
$970K +$11.9K +151 +1%
MWM
695
Meridian Wealth Management
Kentucky
$968K +$239K +3,039 +33%
FAIM
696
Financial Advocates Investment Management
Washington
$961K -$134K -1,709 -12%
WRF
697
Waddell & Reed Financial
Kansas
$955K -$1.05M -13,305 -52%
ACM
698
Azimuth Capital Management
Michigan
$953K -$88.4K -1,125 -9%
FIM
699
Fruth Investment Management
Texas
$951K -$26.4K -336 -3%
WSFS
700
Wilmington Savings Fund Society
Delaware
$950K +$7.07K +90 +0.8%

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.