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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
VFP
851
Verus Financial Partners
Virginia
$552K -$1.22M -15,548 -69%
PCM
852
Princeton Capital Management
New Jersey
$552K -$22.6K -288 -4%
CPIG
853
Chicago Partners Investment Group
Illinois
$552K +$5.11K +65 +1%
APG
854
Abacus Planning Group
South Carolina
$552K +$30.2K +385 +6%
SLF
855
Sun Life Financial
Ontario, Canada
$550K -$200K -2,550 -27%
SFS
856
Sowell Financial Services
Arkansas
$550K -$55.9K -712 -9%
S
857
SignatureFD
Georgia
$549K +$18.6K +237 +4%
KC
858
Kingfisher Capital
North Carolina
$542K +$5.03K +64 +0.9%
FHC
859
First Horizon Corporation
Tennessee
$542K +$540K +6,869 New
SCM
860
Stevens Capital Management
Pennsylvania
$542K +$540K +6,872 New
PTC
861
Philadelphia Trust Company
Pennsylvania
$540K +$106K +1,350 +25%
EF
862
Empirical Finance
Pennsylvania
$537K +$123K +1,560 +30%
Capstone Investment Advisors
863
Capstone Investment Advisors
New York
$536K +$534K +6,792 New
KFGK
864
Keystone Financial Group (Kentucky)
Kentucky
$533K -$45.4K -578 -8%
CGL
865
Clarius Group LLC
Washington
$532K -$63.1K -803 -11%
OPCM
866
Osborne Partners Capital Management
California
$531K
SMM
867
Stadion Money Management
Georgia
$530K
PL
868
Perpetual Ltd
Australia
$529K -$1.71M -21,759 -76%
NG
869
Northstar Group
New York
$528K +$525K +6,685 New
NFGCM
870
Norman Fields Gottscho Capital Management
New York
$527K -$47.1K -600 -8%
JWM
871
Jeppson Wealth Management
California
$527K +$525K +6,683 New
WPP
872
Whalerock Point Partners
Rhode Island
$526K -$482K -6,141 -92%
FQ
873
First Quadrant
California
$525K
FFA
874
First Foundation Advisors
California
$523K -$1.73K -22 -0.3%
CIM
875
CIM Investment Management
Pennsylvania
$519K -$66.1K -841 -11%

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.