D icon

Dominion Energy
D

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 %
MGIM
1001
M&G Investment Management
United Kingdom
$388K +$102K +1,256 +36%
Wolverine Trading
1002
Wolverine Trading
Illinois
$387K -$1.61M -19,965 -81%
PIA
1003
Pinion Investment Advisors
Kansas
$387K -$43.6K -537 -10%
SP
1004
Successful Portfolios
Florida
$384K +$49.8K +614 +15%
SAM
1005
Sawgrass Asset Management
Florida
$384K +$102K +1,255 +36%
WBC
1006
West Branch Capital
Massachusetts
$383K -$527K -6,488 -58%
SIC
1007
SFE Investment Counsel
California
$383K -$2.43K -30 -0.6%
BWP
1008
Bernardo Wealth Planning
Pennsylvania
$382K -$1.62K -20 -0.4%
OSAM
1009
O'Shaughnessy Asset Management
Connecticut
$382K +$314K +3,871 +462%
MSS
1010
Mitchell Sinkler & Starr
Pennsylvania
$379K -$8.11K -100 -2%
MPI
1011
Mairs & Power Inc
Minnesota
$379K – – –
IIM
1012
Ipswich Investment Management
Massachusetts
$379K – – –
EFSCE
1013
Enterprise Financial Services Corp (EFSC)
Missouri
$378K -$9.15K -113 -2%
VV
1014
Verity & Verity
South Carolina
$378K +$368 +5 +0.1%
FPS
1015
Fieldpoint Private Securities
Connecticut
$377K -$17.5K -215 -4%
CFN
1016
Cordasco Financial Network
Florida
$377K +$127K +1,561 +51%
UF
1017
Univest Financial
Pennsylvania
$375K -$37.1K -456 -9%
MAP
1018
Milestone Advisory Partners
North Carolina
$375K – – –
PWAP
1019
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$374K -$16.2K -200 -4%
CAG
1020
Csenge Advisory Group
Florida
$374K +$374K +4,605 New
AIM
1021
Alhambra Investment Management
Florida
$373K -$14.2K -175 -4%
ACP
1022
Ashfield Capital Partners
California
$373K – – –
CRIG
1023
Charter Research & Investment Group
Connecticut
$372K – – –
HAS
1024
HBW Advisory Services
California
$372K +$372K +4,587 New
CBN
1025
Cadence Bank NA
Texas
$371K +$75.2K +925 +25%
39 40
41
42 43