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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
PPSG
801
Princeton Portfolio Strategies Group
New Jersey
$645K
BHTS
802
Bar Harbor Trust Services
Maine
$645K +$341K +4,344 +114%
CT
803
Cambridge Trust
Massachusetts
$644K -$34.6K -440 -5%
EH
804
Equitable Holdings
New York
$644K
FBB
805
Fulton Breakefield Broenniman
Maryland
$640K -$55.6K -708 -8%
TBA
806
Tower Bridge Advisors
Pennsylvania
$639K -$133K -1,696 -17%
AF
807
Advisornet Financial
Minnesota
$639K -$1.7M -21,617 -73%
AL
808
Aspiriant LLC
California
$639K +$422K +5,374 +197%
MA
809
Montag & Associates
Georgia
$638K +$177K +2,250 +39%
MGWM
810
Marks Group Wealth Management
Minnesota
$637K +$18.2K +232 +3%
ECG
811
Edge Capital Group
Georgia
$635K -$7.38M -93,984 -92%
1SB
812
1ST Source Bank
Indiana
$626K -$113K -1,440 -15%
DWT
813
Dorsey & Whitney Trust
South Dakota
$625K +$120K +1,524 +24%
IRC
814
Investors Research Corp
Georgia
$622K -$7.78K -99 -1%
BDS
815
Banco de Sabadell
Florida
$620K -$916K -11,657 -59%
PTC
816
Private Trust Company
Ohio
$620K -$35.8K -456 -5%
PCM
817
Parsons Capital Management
Rhode Island
$619K +$23.6K +300 +4%
AIP
818
Almanack Investment Partners
Pennsylvania
$619K +$567K +7,212 New
RCAG
819
Rehmann Capital Advisory Group
Michigan
$619K -$18.1K -231 -3%
PAI
820
Pittenger & Anderson Inc
Nebraska
$618K
PWP
821
Private Wealth Partners
California
$618K
BJL
822
Brighton Jones LLC
Washington
$617K -$42.6K -542 -6%
CDH
823
Charles D. Hyman
$615K -$2.91K -37 -0.5%
IMOV
824
Investment Management of Virginia
Virginia
$615K
FNBTCON
825
First National Bank & Trust Co of Newtown
Pennsylvania
$614K +$16.5K +210 +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.