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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
BIM
751
Baldwin Investment Management
Pennsylvania
$792K +$368K +4,684 +88%
IMRF
752
Illinois Municipal Retirement Fund
Illinois
$789K +$785K +9,997 New
SBIA
753
Sheaff Brock Investment Advisors
Indiana
$788K -$23K -293 -3%
DAM
754
Delta Asset Management
Tennessee
$788K -$12.6K -160 -2%
BIM
755
Bridges Investment Management
Nebraska
$783K -$19.1K -243 -2%
SIC
756
Salem Investment Counselors
North Carolina
$782K -$24K -305 -3%
Cetera Investment Advisers
757
Cetera Investment Advisers
Illinois
$778K +$23.5K +299 +3%
HAG
758
HighPoint Advisor Group
Illinois
$778K +$50.4K +641 +7%
CTA
759
Colonial Trust Advisors
South Carolina
$777K -$4.49M -57,122 -85%
GWS
760
Glassman Wealth Services
Virginia
$769K +$8.96K +114 +1%
PP
761
Pegasus Partners
Wisconsin
$767K +$61K +777 +9%
VCA
762
Verdence Capital Advisors
Maryland
$766K -$511K -6,507 -40%
PTP
763
Platform Technology Partners
New York
$764K +$43.1K +549 +6%
PAM
764
Paradigm Asset Management
New York
$758K -$126K -1,600 -14%
MRCM
765
M&R Capital Management
New Jersey
$755K -$19.5K -248 -3%
HDIM
766
Hanson & Doremus Investment Management
Vermont
$754K +$207K +2,633 +38%
AWM
767
Adams Wealth Management
Utah
$752K +$8.09K +103 +1%
GIA
768
Gateway Investment Advisers
Ohio
$751K -$26.3K -335 -3%
ZCM
769
Ziegler Capital Management
Illinois
$749K -$890K -11,325 -54%
SCM
770
Spreng Capital Management
Ohio
$741K
GT
771
Greenleaf Trust
Michigan
$741K +$24.7K +315 +3%
FHB
772
First Hawaiian Bank
Hawaii
$738K -$521K -6,634 -42%
FFIC
773
First Fiduciary Investment Counsel
Ohio
$735K -$30.6K -390 -4%
SA
774
Strategic Advisors
New York
$733K -$118K -1,497 -14%
MSR
775
Main Street Research
Connecticut
$720K -$9.43K -120 -1%

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.