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Dominion Energy
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Overview Fund Activity

1,424 hedge funds and large institutions have $46B invested in Dominion Energy in 2020 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 535 increasing their positions, 552 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,424
Holders Change
+31
Holders Change %
+2.23%
% of All Funds
29.27%
Holding in Top 10
28
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-24.32%
% of All Funds
0.58%
New
127
Increased
535
Reduced
552
Closed
83
Calls
$364M
Puts
$198M
Net Calls
+$166M
Net Calls Change
+$82.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$747M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$402M
3
Charles Schwab
Charles Schwab
California
+$289M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$286M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$227M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$644M
2
Invesco
Invesco
Georgia
-$242M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$151M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$133M
5
Prudential Financial
Prudential Financial
New Jersey
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
951
Wright Investors Service
Connecticut
$438K -$159K -1,962 -27%
GAG
952
GM Advisory Group
New York
$438K +$53.6K +660 +14%
SMFS
953
Squar Milner Financial Services
California
$436K +$40.6K +500 +10%
BIM
954
Baldwin Investment Management
Pennsylvania
$434K – – –
DWM
955
Dakota Wealth Management
Florida
$433K +$433K +5,328 New
PA
956
Parallel Advisors
California
$432K -$28.8K -355 -6%
EGA
957
E&G Advisors
Texas
$432K -$16.2K -200 -4%
MGIA
958
Moneta Group Investment Advisors
Missouri
$432K +$200K +2,468 +86%
FCFC
959
First Commonwealth Financial Corp
Pennsylvania
$428K – – –
ZIC
960
ZWJ Investment Counsel
Georgia
$426K -$37K -456 -8%
TFF
961
The Family Firm
Maryland
$426K -$10.9K -134 -2%
EF
962
Empirical Finance
Pennsylvania
$426K +$54.7K +673 +15%
VNA
963
Valley National Advisers
Pennsylvania
$425K +$13.8K +170 +3%
FTC
964
Farmers Trust Company
Ohio
$422K -$731 -9 -0.2%
MFG
965
Magnus Financial Group
New York
$422K +$28.3K +348 +7%
PFS
966
Physicians Financial Services
North Carolina
$422K +$80.4K +990 +24%
PWM
967
Peterson Wealth Management
Nevada
$420K -$730 -9 -0.2%
AIC
968
Archer Investment Corporation
Indiana
$419K – – –
BW
969
Bison Wealth
Georgia
$415K +$7.47K +92 +2%
CA
970
Calton & Associates
Florida
$414K +$24.1K +297 +6%
WF
971
Welch & Forbes
Massachusetts
$413K – – –
BFA
972
Beaumont Financial Advisors
Massachusetts
$413K +$56.9K +700 +16%
AWM
973
Absher Wealth Management
North Carolina
$411K -$86.6K -1,066 -17%
FCCM
974
First City Capital Management
Georgia
$410K +$28.2K +348 +7%
First Manhattan
975
First Manhattan
New York
$408K +$49.5K +610 +14%
37 38
39
40 41