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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
WI
876
WrapManager Inc
California
$518K -$510K -6,486 -50%
NDSI
877
Newman Dignan & Sheerar Inc
Rhode Island
$518K
TF
878
Trek Financial
Arizona
$515K +$122K +1,557 +31%
JIP
879
Jaffetilchin Investment Partners
Florida
$515K +$513K +6,526 New
ONST
880
Old North State Trust
North Carolina
$512K -$112K -1,427 -18%
SFG
881
Summit Financial Group
West Virginia
$511K -$9.35K -119 -2%
WG
882
Watchman Group
Texas
$509K +$1.57K +20 +0.3%
MG
883
Mather Group
Illinois
$509K +$12.8K +163 +3%
RI
884
Ridgewood Investments
New Jersey
$509K +$506K +6,447 New
AWM
885
Aevitas Wealth Management
Massachusetts
$503K +$35.5K +452 +8%
ST
886
Spinnaker Trust
Maine
$502K +$62.8K +799 +14%
VAS
887
Vestmark Advisory Solutions
Massachusetts
$498K +$31.4K +400 +7%
DAC
888
Dividend Assets Capital
South Carolina
$498K +$39.3K +500 +9%
NAM
889
North American Management
Massachusetts
$496K
DI
890
DAGCO Inc
Ohio
$495K -$7.86K -100 -2%
SC
891
Sawyer & Company
Massachusetts
$495K -$4.71K -60 -0.9%
SG
892
StoneX Group
New York
$490K -$7.86K -100 -2%
RPC
893
Rossmore Private Capital
Connecticut
$490K +$18.2K +232 +4%
HFAS
894
Hummer Financial Advisory Services
Illinois
$489K -$15.7K -200 -3%
NFG
895
Next Financial Group
Texas
$485K -$268K -3,408 -36%
CFMC
896
Curbstone Financial Management Corp
New Hampshire
$485K
Fiera Capital (Canada)
897
Fiera Capital (Canada)
Quebec, Canada
$484K -$22.5K -286 -4%
CWP
898
Capital Wealth Planning
Florida
$483K -$11.5K -146 -2%
FMT
899
First Mercantile Trust
Tennessee
$482K -$300K -3,823 -40%
CWAG
900
Compton Wealth Advisory Group
Virginia
$479K -$2.51K -32 -0.5%

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.