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Dominion Energy
D

1,470 hedge funds and large institutions have $39.9B invested in Dominion Energy in 2020 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 497 increasing their positions, 579 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 114

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

4% more funds holding

Funds holding: 1,409 → 1,470 (+61)

0.78% less ownership

Funds ownership: 65.8% → 65.01% (-0.78%)

8% less capital invested

Capital invested by funds: $43.5B → $39.9B (-$3.58B)

14% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 579

15% less call options, than puts

Call options by funds: $174M | Put options by funds: $204M

Holders
1,470
Holders Change
+61
Holders Change %
+4.33%
% of All Funds
26.01%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
193
Increased
497
Reduced
579
Closed
114
Calls
$174M
Puts
$204M
Net Calls
-$29.8M
Net Calls Change
-$106M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$179M
2
Millennium Management
Millennium Management
New York
+$120M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$102M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$95.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$88.3M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$888M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$558M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$454M
4
BlackRock
BlackRock
New York
-$249M
5
ZP
Zimmer Partners
New York
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1001
Tandem Investment Advisors
South Carolina
$384K -$73.2K -921 -15%
ONST
1002
Old North State Trust
North Carolina
$383K -$110K -1,386 -21%
WF
1003
Welch & Forbes
Massachusetts
$382K – – –
MFG
1004
Monte Financial Group
Connecticut
$380K -$17.6K -222 -4%
IF
1005
Intrua Financial
Texas
$377K +$17.1K +215 +4%
APW
1006
Austin Private Wealth
Texas
$377K +$398K +5,013 New
Assenagon Asset Management
1007
Assenagon Asset Management
Luxembourg
$376K -$3.17M -39,903 -89%
HSA
1008
Hussman Strategic Advisors
Maryland
$376K – – –
JWBC
1009
John W. Bristol & Co
New York
$376K – – –
KFS
1010
Kurt F. Somerville
$376K – – –
MC
1011
Middleton & Co
Massachusetts
$376K – – –
CBN
1012
Cadence Bank NA
Texas
$376K +$50.8K +640 +15%
CFS
1013
CRA Financial Services
New Jersey
$375K +$21.1K +266 +6%
YIH
1014
Y-Intercept (HK)
Hong Kong
$375K +$402K +5,057 New
NSIM
1015
North Star Investment Management
Illinois
$373K – – –
BIAS
1016
Beacon Investment Advisory Services
New Jersey
$371K -$21.4K -269 -5%
PFS
1017
Physicians Financial Services
North Carolina
$369K -$32.2K -405 -8%
PWA
1018
Physician Wealth Advisors
Utah
$368K +$159 +2 +0%
FPS
1019
Fieldpoint Private Securities
Connecticut
$367K +$36.5K +460 +10%
SIC
1020
SFE Investment Counsel
California
$366K +$3.97K +50 +1%
PIA
1021
Pinion Investment Advisors
Kansas
$364K +$5.96K +75 +2%
ARMT
1022
Amica Retiree Medical Trust
Rhode Island
$363K – – –
BG
1023
Berry Group
Massachusetts
$363K – – –
WB
1024
Webster Bank
Connecticut
$361K -$2.07K -26 -0.5%
CCFCSB
1025
Cape Cod Five Cents Savings Bank
Massachusetts
$361K -$1.11K -14 -0.3%
39 40
41
42 43

D Hedge Fund Activity: Q4 2020 in Review

1,470 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2020, worth a combined $39.9B — down 8.2% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new D positions and 114 closed out — a net gain of 79 holders — while 497 added to existing stakes and 579 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $179M. The largest seller was Capital Research Global Investors, cutting an estimated $888M.

  • 1,470 institutional investors held Dominion Energy (D) as of Q4 2020, up from 1,409 in Q3 2020.
  • Funds reported $39.9B of Dominion Energy stock for Q4 2020, down 8.2% quarter-over-quarter.
  • 193 funds opened new Dominion Energy positions in Q4 2020 and 114 closed out, a net change of +79 holders.
  • The largest Dominion Energy buyer in Q4 2020 was D.E. Shaw & Co, an estimated $179M added.
  • The largest Dominion Energy seller in Q4 2020 was Capital Research Global Investors, an estimated $888M sold.

Based on aggregated 13F filings for Q4 2020.