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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
ACP
1001
Ashfield Capital Partners
California
$367K +$3.77K +48 +1%
PCA
1002
Personal Capital Advisors
California
$366K +$124K +1,575 +51%
MAP
1003
Milestone Advisory Partners
North Carolina
$365K
HPC
1004
Hobart Private Capital
North Carolina
$364K -$836K -10,643 -70%
ET
1005
Equitable Trust
Tennessee
$364K -$67.4K -858 -16%
AIM
1006
Alhambra Investment Management
Florida
$363K
FPIS
1007
Financial Planning & Information Services
Wisconsin
$363K +$362K +4,603 New
CRIG
1008
Charter Research & Investment Group
Connecticut
$362K
ES
1009
Equitec Specialists
Illinois
$360K +$358K +4,558 New
MAM
1010
Meeder Asset Management
Ohio
$359K -$5.73M -72,989 -94%
CAG
1011
Csenge Advisory Group
Florida
$359K -$14.1K -179 -4%
EFSCE
1012
Enterprise Financial Services Corp (EFSC)
Missouri
$359K -$9.82K -125 -3%
HCA
1013
Harbour Capital Advisors
Virginia
$359K
SFP
1014
Shepherd Financial Partners
Massachusetts
$359K
EGA
1015
E&G Advisors
Texas
$357K -$62.8K -800 -15%
RHDIC
1016
R.H. Dinel Investment Counsel
California
$357K
Dodge & Cox
1017
Dodge & Cox
California
$356K
TWI
1018
Thomas White International
Illinois
$356K
CNB
1019
Camden National Bank
Maine
$356K +$1.1K +14 +0.3%
CIBC World Market
1020
CIBC World Market
Ontario, Canada
$356K +$63.2K +805 +22%
IIM
1021
Ipswich Investment Management
Massachusetts
$355K -$13.4K -170 -4%
TF
1022
Tompkins Financial
New York
$355K +$5.89K +75 +2%
IFG
1023
Independent Financial Group
California
$354K +$40.5K +515 +13%
SP
1024
Successful Portfolios
Florida
$351K -$22.7K -289 -6%
MSS
1025
Mitchell Sinkler & Starr
Pennsylvania
$349K -$19.6K -250 -5%

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.