We are live on ! Find out more
D icon

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
ICA
976
Infrastructure Capital Advisors
New York
$394K +$393K +5,000 New
KFA
977
Krane Funds Advisors
New York
$393K +$39K +497 +11%
NSIM
978
North Star Investment Management
Illinois
$392K
M
979
MOTCO
Texas
$391K -$8.72M -110,973 -96%
TFF
980
The Family Firm
Maryland
$388K -$26.5K -337 -6%
AWM
981
Absher Wealth Management
North Carolina
$388K -$11.2K -142 -3%
UF
982
Univest Financial
Pennsylvania
$388K +$23.3K +296 +6%
CA
983
Clearstead Advisors
Ohio
$387K -$1.81K -23 -0.5%
PIA
984
Pinion Investment Advisors
Kansas
$387K
BW
985
Bison Wealth
Georgia
$383K -$20K -255 -5%
LSAG
986
Lake Street Advisors Group
New Hampshire
$382K -$68.6K -873 -15%
ARMT
987
Amica Retiree Medical Trust
Rhode Island
$381K
BG
988
Berry Group
Massachusetts
$381K
CCFCSB
989
Cape Cod Five Cents Savings Bank
Massachusetts
$380K -$9.03K -115 -2%
WB
990
Webster Bank
Connecticut
$380K
SIC
991
SFE Investment Counsel
California
$380K +$7.86K +100 +2%
Fisher Asset Management
992
Fisher Asset Management
Washington
$380K +$166K +2,112 +78%
RTC
993
Riverview Trust Company
Washington
$378K -$2.67K -34 -0.7%
SVWAG
994
Sound View Wealth Advisors Group
Georgia
$378K -$786 -10 -0.2%
HAS
995
HBW Advisory Services
California
$377K +$14.5K +184 +4%
FTC
996
Farmers Trust Company
Ohio
$375K -$35.6K -453 -9%
SAM
997
Sawgrass Asset Management
Florida
$374K
CFS
998
CRA Financial Services
New Jersey
$372K -$15.7K -200 -4%
CFN
999
Cordasco Financial Network
Florida
$371K +$4.79K +61 +1%
MPI
1000
Mairs & Power Inc
Minnesota
$369K

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.