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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
AMIM
901
Aull & Monroe Investment Management
Alabama
$479K
SC
902
Savant Capital
Illinois
$479K +$6.28K +80 +1%
RM
903
Resource Management
Louisiana
$479K +$41.6K +529 +10%
MLL
904
Moody Lynn & Lieberson
Massachusetts
$478K
CICI
905
Capital Investment Counsel Inc
North Carolina
$477K +$34K +433 +8%
TIA
906
Tandem Investment Advisors
South Carolina
$476K -$26.9M -341,850 -98%
JSL
907
JT Stratford LLC
Georgia
$474K -$114K -1,453 -19%
OSAM
908
O'Shaughnessy Asset Management
Connecticut
$472K +$99.9K +1,272 +27%
AT
909
Arden Trust
Delaware
$469K -$1.26K -16 -0.3%
GVAG
910
Great Valley Advisor Group
Delaware
$468K -$73.2K -932 -14%
WA
911
Wambolt & Associates
Colorado
$468K -$33.4K -425 -7%
HB
912
Homrich & Berg
Georgia
$465K -$62.8K -799 -12%
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$460K -$65.8K -838 -13%
SWA
914
Stratos Wealth Advisors
Ohio
$458K -$4.71K -60 -1%
LOAMS
915
Lombard Odier Asset Management (Switzerland)
Switzerland
$458K +$455K +5,797 New
PP
916
Paloma Partners
Connecticut
$456K -$3.7M -47,107 -89%
WC
917
Westhampton Capital
North Carolina
$455K -$112K -1,420 -20%
WTB
918
Washington Trust Bank
Washington
$455K -$63.4K -807 -12%
MYLI
919
Meiji Yasuda Life Insurance
Japan
$454K +$15.6K +199 +4%
TC
920
Truvestments Capital
Florida
$452K -$875K -11,137 -66%
FHA
921
Flagship Harbor Advisors
Massachusetts
$451K -$398K -5,066 -47%
FDS
922
Freedom Day Solutions
Texas
$446K -$550K -7,007 -55%
FWM
923
Frontier Wealth Management
Missouri
$445K +$8.25K +105 +2%
NSB
924
Norway Savings Bank
Maine
$444K +$346K +4,405 +362%
PVWM
925
Point View Wealth Management
New Jersey
$443K -$8.48K -108 -2%

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.