D icon

Dominion Energy
D

Overview Fund Activity

1,404 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 480 increasing their positions, 618 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,404
Holders Change
-20
Holders Change %
-1.4%
% of All Funds
28.4%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.42%
New
114
Increased
480
Reduced
618
Closed
122
Calls
$306M
Puts
$229M
Net Calls
+$76.5M
Net Calls Change
-$89.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
2
ZP
Zimmer Partners
New York
+$204M
3
Citadel Advisors
Citadel Advisors
Florida
+$121M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
5
Morgan Stanley
Morgan Stanley
New York
+$90.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$802M
2
Charles Schwab
Charles Schwab
California
-$288M
3
Wells Fargo
Wells Fargo
California
-$208M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$205M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1101
SlateStone Wealth
Florida
$281K +$281K +3,567 New
BCM
1102
Birmingham Capital Management
Alabama
$280K – – –
RB
1103
Rodgers Brothers
Pennsylvania
$279K +$39.4K +500 +16%
WSC
1104
Wellington Shields & Co
New York
$277K +$66.3K +840 +31%
SRC
1105
Stone Run Capital
New York
$276K – – –
CC
1106
Courier Capital
New York
$275K -$17.7K -212 -6%
SGI
1107
Summit Global Investments
Utah
$274K +$72.4K +919 +36%
DLCIG
1108
D.L. Carlson Investment Group
New Hampshire
$273K – – –
LA
1109
LVW Advisors
New York
$273K +$273K +3,453 New
TFS
1110
Thoroughbred Financial Services
Tennessee
$272K +$14.9K +189 +6%
LJHT
1111
Laurie J. Hall Trustee
$271K +$271K +3,445 New
ONB
1112
Old National Bancorp
Indiana
$270K -$27.4K -347 -9%
FGA
1113
Fortis Group Advisors
New Jersey
$270K +$270K +3,427 New
MWM
1114
Minot Wealth Management
Massachusetts
$268K -$316K -4,007 -54%
CAM
1115
Covenant Asset Management
New Jersey
$268K – – –
NRS
1116
Neville Rodie & Shaw
New York
$268K – – –
B
1117
Bridgeworth
Alabama
$267K -$15.3K -194 -5%
AWM
1118
Altium Wealth Management
New York
$267K +$46.3K +586 +21%
LC
1119
LCNB Corp
Ohio
$266K +$13.6K +172 +5%
NPPM
1120
North Point Portfolio Managers
Ohio
$264K – – –
SWM
1121
Selective Wealth Management
Virginia
$264K +$632 +8 +0.2%
SBH
1122
Segall Bryant & Hamill
Illinois
$263K -$51.5K -652 -16%
MPW
1123
Monterey Private Wealth
California
$263K +$263K +3,327 New
BAM
1124
Barrett Asset Management
New York
$262K -$78.9K -1,000 -23%
NAM
1125
NorthCoast Asset Management
Connecticut
$262K +$1.42K +18 +0.5%
43 44
45
46 47