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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
CC
926
Chicago Capital
Illinois
$442K -$19.2K -245 -4%
IWS
927
Insight Wealth Strategies
California
$442K -$5.58K -71 -1%
FEM
928
Fulcrum Equity Management
Texas
$442K +$5.5K +70 +1%
FMLI
929
Fukoku Mutual Life Insurance
Japan
$440K +$110K +1,400 +34%
EWM
930
EPG Wealth Management
Georgia
$438K -$4.32K -55 -1%
SP
931
Symmetry Partners
Connecticut
$435K +$433K +5,508 New
ATPW
932
Ashton Thomas Private Wealth
Arizona
$433K -$236 -3 -0.1%
PFM
933
Parsec Financial Management
North Carolina
$433K -$39.4K -501 -8%
IHL
934
Investment House LLC
California
$433K
PWMAG
935
Pinnacle Wealth Management Advisory Group
New Jersey
$432K +$44.4K +565 +12%
CCM
936
Compton Capital Management
Rhode Island
$432K +$430K +5,475 New
CSIC
937
Clifford Swan Investment Counsel
California
$431K -$471 -6 -0.1%
AWM
938
Altavista Wealth Management
North Carolina
$430K +$79 +1 +0%
BFA
939
Beacon Financial Advisory
Ohio
$429K +$428K +5,447 New
SCCM
940
Schafer Cullen Capital Management
New York
$428K +$73.4K +934 +21%
RWA
941
Ropes Wealth Advisors
Massachusetts
$427K -$22.7K -289 -5%
BUB
942
BBVA USA Bancshares
Texas
$427K +$227K +2,894 +117%
CT
943
Coastline Trust
Rhode Island
$426K -$114K -1,455 -21%
FCFC
944
First Commonwealth Financial Corp
Pennsylvania
$426K +$10.1K +129 +2%
BB
945
Busey Bank
Illinois
$426K +$83.4K +1,062 +24%
KPW
946
Kore Private Wealth
New York
$424K +$37.3K +475 +10%
DY
947
Dowling & Yahnke
California
$422K -$13.7K -175 -3%
Luther King Capital Management (LKCM)
948
Luther King Capital Management (LKCM)
Texas
$421K +$139K +1,764 +49%
PFS
949
Physicians Financial Services
North Carolina
$420K +$9.74K +124 +2%
MSA
950
Marino Stram & Associates
Massachusetts
$420K +$25.5K +324 +6%

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.