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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
CIA
1076
CSat Investment Advisory
Michigan
$304K -$391K -4,973 -56%
IP
1077
Investment Partners
Ohio
$304K -$5.5K -70 -2%
PCM
1078
Palisade Capital Management
New Jersey
$304K +$85.7K +1,091 +40%
AC
1079
Apella Capital
Connecticut
$303K -$76.3K -971 -20%
PAMG
1080
Patton Albertson Miller Group
Tennessee
$301K -$194K -2,475 -39%
WI
1081
Wintrust Investments
Illinois
$301K -$7.46K -95 -2%
ARM
1082
Adirondack Research & Management
New York
$301K
CCA
1083
Cobblestone Capital Advisors
New York
$301K +$91.3K +1,162 +44%
APC
1084
Aspire Private Capital
North Carolina
$300K -$262K -3,339 -47%
YIA
1085
YHB Investment Advisors
Connecticut
$300K -$7.31K -93 -2%
GW
1086
GW & Wade
Massachusetts
$300K +$1.1K +14 +0.4%
RBFC
1087
Roman Butler Fullerton & Co
Missouri
$298K -$46.7K -594 -14%
PA
1088
Probity Advisors
Texas
$298K
AFM
1089
Abbot Financial Management
Massachusetts
$294K
DLA
1090
Douglas Lane & Associates
New York
$294K +$293K +3,725 New
BCP
1091
Blue Chip Partners
Michigan
$292K -$12.2M -154,783 -98%
NFG
1092
Nadler Financial Group
Illinois
$292K
NFG
1093
Nations Financial Group
Iowa
$292K +$29.1K +370 +11%
ACWM
1094
Adams Chetwood Wealth Management
North Carolina
$290K -$217K -2,763 -43%
PWPS
1095
Pinnacle Wealth Planning Services
Ohio
$290K
DSC
1096
Duncker Streett & Co
Missouri
$287K -$23.2K -295 -7%
OC
1097
Oarsman Capital
Wisconsin
$287K
MFG
1098
Magnus Financial Group
New York
$286K -$124K -1,575 -30%
IC
1099
Inverness Counsel
New York
$284K -$62.3K -793 -18%
LA
1100
LexAurum Advisors
Kansas
$284K -$19K -242 -6%

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.