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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
MCG
776
McCollum Christoferson Group
New York
$720K +$126K +1,604 +21%
FMC
777
First Merchants Corp
Indiana
$716K -$47.1K -600 -6%
CHP
778
Cable Hill Partners
Oregon
$716K +$712K +9,067 New
BRWA
779
B. Riley Wealth Advisors
Florida
$710K -$569K -7,246 -45%
FANJ
780
Financial Architects (New Jersey)
New Jersey
$695K -$7.78K -99 -1%
CA
781
Cullinan Associates
Kentucky
$687K
RIG
782
Roosevelt Investment Group
New York
$684K +$415K +5,283 +156%
LS
783
Livforsakringsbolaget Skandia
Sweden
$681K -$31.4K -400 -4%
GC
784
Grimes & Company
Massachusetts
$681K
CB
785
CNB Bank
Pennsylvania
$680K +$83.1K +1,058 +14%
BCM
786
Brookstone Capital Management
Illinois
$677K -$2.04M -26,015 -75%
CCA
787
Checchi Capital Advisers
California
$676K -$78.1K -994 -10%
FA
788
FMA Advisory
Pennsylvania
$674K +$40.9K +521 +6%
DT
789
Diversified Trust
Tennessee
$674K +$342K +4,355 +104%
IIA
790
ICW Investment Advisors
Arizona
$668K +$22.7K +289 +4%
SFO
791
Stokes Family Office
Louisiana
$666K +$10.3K +131 +2%
LOAME
792
Lombard Odier Asset Management (Europe)
United Kingdom
$666K +$663K +8,437 New
OPS
793
Orion Portfolio Solutions
Nebraska
$663K +$13K +165 +2%
FRA
794
Front Row Advisors
California
$661K -$29.9K -380 -4%
AIC
795
Ameritas Investment Company
Nebraska
$656K
MA
796
Mutual Advisors
Nebraska
$652K -$163K -2,074 -20%
ANRIA
797
American National Registered Investment Advisor
Texas
$652K
BIA
798
Bigelow Investment Advisors
Maine
$652K +$57.3K +730 +10%
IB
799
Intrust Bank
Kansas
$648K +$139K +1,768 +27%
Arrowstreet Capital
800
Arrowstreet Capital
Massachusetts
$647K +$644K +8,200 New

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.