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Dominion Energy
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Overview Fund Activity

1,404 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 480 increasing their positions, 618 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,404
Holders Change
-20
Holders Change %
-1.4%
% of All Funds
28.4%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.42%
New
114
Increased
480
Reduced
618
Closed
122
Calls
$306M
Puts
$229M
Net Calls
+$76.5M
Net Calls Change
-$89.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
2
ZP
Zimmer Partners
New York
+$204M
3
Citadel Advisors
Citadel Advisors
Florida
+$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$90.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$802M
2
Charles Schwab
Charles Schwab
California
-$288M
3
Wells Fargo
Wells Fargo
California
-$208M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$205M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
976
North Star Investment Management
Illinois
$392K – – –
M
977
MOTCO
Texas
$391K -$8.76M -110,973 -96%
TFF
978
The Family Firm
Maryland
$388K -$26.6K -337 -6%
AWM
979
Absher Wealth Management
North Carolina
$388K -$11.2K -142 -3%
UF
980
Univest Financial
Pennsylvania
$388K +$23.4K +296 +6%
CA
981
Clearstead Advisors
Ohio
$387K -$1.81K -23 -0.5%
PIA
982
Pinion Investment Advisors
Kansas
$387K – – –
BW
983
Bison Wealth
Georgia
$383K -$20.1K -255 -5%
LSAG
984
Lake Street Advisors Group
New Hampshire
$382K -$69K -873 -15%
BG
985
Berry Group
Massachusetts
$381K – – –
ARMT
986
Amica Retiree Medical Trust
Rhode Island
$381K – – –
CCFCSB
987
Cape Cod Five Cents Savings Bank
Massachusetts
$380K -$9.08K -115 -2%
WB
988
Webster Bank
Connecticut
$380K – – –
SIC
989
SFE Investment Counsel
California
$380K +$7.88K +100 +2%
Fisher Asset Management
990
Fisher Asset Management
Washington
$380K +$167K +2,112 +78%
RTC
991
Riverview Trust Company
Washington
$378K -$2.68K -34 -0.7%
SVWAG
992
Sound View Wealth Advisors Group
Georgia
$378K -$789 -10 -0.2%
HAS
993
HBW Advisory Services
California
$377K +$14.5K +184 +4%
FTC
994
Farmers Trust Company
Ohio
$375K -$35.8K -453 -9%
SAM
995
Sawgrass Asset Management
Florida
$374K – – –
CFS
996
CRA Financial Services
New Jersey
$372K -$15.8K -200 -4%
CFN
997
Cordasco Financial Network
Florida
$371K +$4.81K +61 +1%
MPI
998
Mairs & Power Inc
Minnesota
$369K – – –
ACP
999
Ashfield Capital Partners
California
$367K +$3.79K +48 +1%
PCA
1000
Personal Capital Advisors
California
$366K +$124K +1,575 +51%
38 39
40
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