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 %
BAM
1051
Barrett Asset Management
New York
$351K – – –
SFA
1052
Sequoia Financial Advisors
Ohio
$350K -$17.2K -212 -5%
FMWA
1053
Forvis Mazars Wealth Advisors
Missouri
$346K +$52.5K +646 +18%
RMDI
1054
R.M. Davis Inc
Maine
$345K +$11.4K +140 +3%
CIC
1055
Chase Investment Counsel
Virginia
$344K +$40K +493 +13%
TNBTD
1056
Trustmark National Bank Trust Department
Mississippi
$344K +$344K +4,232 New
ESB
1057
Essex Savings Bank
Connecticut
$344K +$344K +4,235 New
GHAM
1058
Gilman Hill Asset Management
Connecticut
$340K +$4.14K +51 +1%
FMLI
1059
Fukoku Mutual Life Insurance
Japan
$339K – – –
WSCM
1060
Wellington Shields Capital Management
New York
$339K +$81 +1 +0%
DT
1061
Diversified Trust
Tennessee
$339K +$87.5K +1,079 +35%
CSPIA
1062
Cary Street Partners Investment Advisory
Virginia
$338K +$338K +4,174 New
WA
1063
WealthTrust Axiom
Pennsylvania
$335K +$325 +4 +0.1%
GSBTD
1064
Glenview State Bank Trust Department
Illinois
$333K – – –
BEAM
1065
Baker Ellis Asset Management
Washington
$332K -$24.3K -300 -7%
SIAP
1066
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K +$243 +3 +0.1%
MME
1067
Meag Munich Ergo
Germany
$330K – – –
MCA
1068
Mercer Capital Advisers
New Jersey
$330K – – –
AGM
1069
Alpine Global Management
New York
$330K +$330K +4,070 New
ATC
1070
Adirondack Trust Company
New York
$327K – – –
GIM
1071
Groesbeck Investment Management
New Jersey
$324K – – –
SBH
1072
Segall Bryant & Hamill
Illinois
$323K -$92.5K -1,140 -22%
IAIM
1073
International Assets Investment Management
Florida
$322K -$127K -1,586 -28%
P
1074
Pitcairn
Pennsylvania
$322K -$28.4K -350 -8%
MAM
1075
Marotta Asset Management
Virginia
$321K +$81 +1 +0%
41 42
43
44 45