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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
FPS
1026
Fieldpoint Private Securities
Connecticut
$349K -$17.1K -218 -5%
ESB
1027
Essex Savings Bank
Connecticut
$349K +$14.5K +184 +4%
AIS
1028
AM Investment Strategies
Tennessee
$348K +$347K +4,415 New
CS
1029
Comerica Securities
Michigan
$347K -$547K -6,957 -61%
IFWM
1030
Institute for Wealth Management
Colorado
$347K -$87.4K -1,113 -20%
DWA
1031
Douglass Winthrop Advisors
New York
$347K -$43.2K -550 -11%
PAS
1032
Partnervest Advisory Services
California
$347K -$864 -11 -0.2%
SIM
1033
Sadoff Investment Management
Wisconsin
$346K -$3.77K -48 -1%
GI
1034
Gradient Investments
Minnesota
$346K -$1.18K -15 -0.3%
CA
1035
Calton & Associates
Florida
$345K -$57.3K -730 -14%
IFS
1036
Ifrah Financial Services
Arkansas
$345K -$314 -4 -0.1%
FA
1037
Fiducient Advisors
Illinois
$345K
ABC
1038
Associated Banc-Corp
Wisconsin
$345K +$223K +2,838 +185%
CBN
1039
Cadence Bank NA
Texas
$344K -$16.1K -205 -4%
TAM
1040
Taurus Asset Management
New York
$344K
BFA
1041
Beaumont Financial Advisors
Massachusetts
$341K -$60.3K -768 -15%
PWAP
1042
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$340K -$23.9K -304 -7%
GHAM
1043
Gilman Hill Asset Management
Connecticut
$338K +$6.68K +85 +2%
MW
1044
Marcum Wealth
Ohio
$335K -$47.9K -610 -13%
TNBTD
1045
Trustmark National Bank Trust Department
Mississippi
$334K
TCM
1046
Teza Capital Management
Illinois
$333K +$331K +4,214 New
GSBTD
1047
Glenview State Bank Trust Department
Illinois
$332K +$7.86K +100 +2%
EWA
1048
ERTS Wealth Advisors
Michigan
$331K -$126K -1,602 -28%
WSCM
1049
Wellington Shields Capital Management
New York
$330K +$79 +1 +0%
BP
1050
Ballentine Partners
Massachusetts
$329K +$64.7K +824 +25%

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.