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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
TCA
951
Transcend Capital Advisors
New Jersey
$419K +$418K +5,315 New
QC
952
Quadrature Capital
United Kingdom
$418K +$416K +5,300 New
MFG
953
Monte Financial Group
Connecticut
$416K -$371K -4,717 -47%
ZIC
954
ZWJ Investment Counsel
Georgia
$415K
GAG
955
GM Advisory Group
New York
$413K -$12.6K -160 -3%
PWA
956
Physician Wealth Advisors
Utah
$413K +$157 +2 +0%
WorldQuant Millennium Advisors
957
WorldQuant Millennium Advisors
New York
$413K +$34.2K +435 +9%
SAM
958
Summit Asset Management
Tennessee
$413K +$145K +1,850 +55%
BIAS
959
Beacon Investment Advisory Services
New Jersey
$410K -$3.39M -43,100 -89%
BST
960
Bath Savings Trust
Maine
$409K -$27.9K -355 -6%
IF
961
Intrua Financial
Texas
$407K -$154K -1,957 -29%
BWP
962
Bernardo Wealth Planning
Pennsylvania
$405K +$33.4K +425 +9%
KFP
963
Keystone Financial Planning
Ohio
$401K -$6.17M -78,546 -94%
WF
964
Welch & Forbes
Massachusetts
$401K
NA
965
Navellier & Associates
Nevada
$400K -$113K -1,435 -22%
QI
966
Qtron Investments
Massachusetts
$400K +$398K +5,066 New
JF
967
Jump Financial
Illinois
$400K +$399K +5,074 New
O
968
Ossiam
France
$399K -$167K -2,130 -30%
VNA
969
Valley National Advisers
Pennsylvania
$399K -$13.9K -177 -3%
CSPIA
970
Cary Street Partners Investment Advisory
Virginia
$397K +$66.8K +851 +20%
PA
971
Parallel Advisors
California
$395K -$26.2K -333 -6%
HSA
972
Hussman Strategic Advisors
Maryland
$395K
KFS
973
Kurt F. Somerville
$395K
MC
974
Middleton & Co
Massachusetts
$395K
JWBC
975
John W. Bristol & Co
New York
$395K +$393K +5,000 New

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.