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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
PCAP
726
Pratt Collard Advisory Partners
New York
$842K +$31.7K +404 +4%
AA
727
Argent Advisors
Louisiana
$839K -$199K -2,533 -19%
FT
728
Fiduciary Trust
Massachusetts
$838K +$3.93K +50 +0.5%
PWLP
729
Prio Wealth Limited Partnership
Massachusetts
$834K -$27.5K -350 -3%
JCM
730
Jacobi Capital Management
Pennsylvania
$829K +$5.26K +67 +0.7%
CFGS
731
Concourse Financial Group Securities
Alabama
$827K +$20.4K +260 +3%
HFRG
732
Houlihan Financial Resource Group
Virginia
$826K +$758K +9,643 New
CAM
733
Centre Asset Management
New York
$818K -$4.07M -51,860 -83%
BFC
734
Blue Fin Capital
Rhode Island
$818K -$39.7K -505 -5%
FCCM
735
First City Capital Management
Georgia
$818K +$396K +5,042 +100%
MAFM
736
Mid Atlantic Financial Management
Pennsylvania
$816K -$54.9K -699 -7%
HAIM
737
Hunter Associates Investment Management
Pennsylvania
$816K +$157 +2 +0%
ANTB
738
AMG National Trust Bank
Colorado
$815K +$1.96K +25 +0.2%
BA
739
BCM Advisors
Louisiana
$814K +$801K +10,200 New
RC
740
RegentAtlantic Capital
New Jersey
$810K -$43.4K -552 -5%
Jones Financial Companies
741
Jones Financial Companies
Missouri
$809K +$5.34K +68 +0.7%
WT
742
Whittier Trust
California
$807K +$7.93K +101 +1%
BAM
743
Belpointe Asset Management
Nevada
$803K -$30.4K -387 -4%
KPWS
744
Kestra Private Wealth Services
Texas
$799K +$795K +10,125 New
CBFP
745
Cedar Brook Financial Partners
Ohio
$798K +$6.83K +87 +0.9%
TCM
746
Twin Capital Management
Pennsylvania
$797K +$793K +10,100 New
GL
747
Graypoint LLC
New York
$794K +$790K +10,062 New
SIA
748
Soltis Investment Advisors
Utah
$793K +$163K +2,080 +26%
PSP
749
Principal Street Partners
Tennessee
$792K -$3.65M -46,442 -82%
EPWM
750
Essex Private Wealth Management
Massachusetts
$792K -$79 -1 -0%

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.