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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
CG
1051
Caprock Group
Idaho
$328K -$313K -3,984 -49%
CWM
1052
Confluence Wealth Management
Oregon
$328K -$178K -2,267 -36%
RMDI
1053
R.M. Davis Inc
Maine
$328K -$7.86K -100 -2%
WA
1054
WealthTrust Axiom
Pennsylvania
$326K +$314 +4 +0.1%
EB
1055
Eastern Bank
Massachusetts
$325K -$3.08M -39,194 -90%
BEAM
1056
Baker Ellis Asset Management
Washington
$323K
GTAM
1057
Global Trust Asset Management
Florida
$321K -$268K -3,413 -46%
SFA
1058
Sequoia Financial Advisors
Ohio
$321K -$19.8K -252 -6%
MCA
1059
Mercer Capital Advisers
New Jersey
$321K
FLPIM
1060
F.L. Putnam Investment Management
Massachusetts
$321K +$13.4K +171 +4%
ACI
1061
Alpha Cubed Investments
California
$319K -$36.3K -462 -10%
VPIM
1062
Vanguard Personalized Indexing Management
California
$318K +$67.4K +858 +27%
FA
1063
Fagan Associates
New York
$317K +$66K +840 +26%
GIM
1064
Groesbeck Investment Management
New Jersey
$315K
AF
1065
AMG Funds
Connecticut
$313K -$428K -5,450 -58%
ATC
1066
Adirondack Trust Company
New York
$313K -$5.5K -70 -2%
MAM
1067
Marotta Asset Management
Virginia
$312K -$79 -1 -0%
ALAM
1068
Asahi Life Asset Management
Japan
$312K -$188K -2,390 -38%
LFA
1069
Legacy Financial Advisors
Kentucky
$312K +$310K +3,950 New
BWFA
1070
Baltimore-Washington Financial Advisors
Maryland
$311K +$310K +3,944 New
BWM
1071
Benchmark Wealth Management
Connecticut
$310K
PAMP
1072
Polar Asset Management Partners
Ontario, Canada
$309K +$308K +3,915 New
BBNA
1073
Bremer Bank National Association
Minnesota
$308K +$81.5K +1,038 +36%
EHC
1074
Everett Harris & Co
California
$306K -$37.9K -482 -11%
GFP
1075
Gryphon Financial Partners
Ohio
$305K +$102K +1,296 +50%

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.