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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
VLKIM
1101
Van Lanschot Kempen Investment Management
Netherlands
$284K
MCM
1102
MAI Capital Management
Ohio
$284K +$283K +3,598 New
EHWM
1103
Eads & Heald Wealth Management
Georgia
$283K +$15.7K +200 +6%
SW
1104
SlateStone Wealth
Florida
$281K +$280K +3,567 New
BCM
1105
Birmingham Capital Management
Alabama
$280K
RB
1106
Rodgers Brothers
Pennsylvania
$279K +$39.3K +500 +16%
WSC
1107
Wellington Shields & Co
New York
$277K +$66K +840 +31%
SRC
1108
Stone Run Capital
New York
$276K
CC
1109
Courier Capital
New York
$275K -$16.7K -212 -6%
SGI
1110
Summit Global Investments
Utah
$274K +$72.2K +919 +36%
DLCIG
1111
D.L. Carlson Investment Group
New Hampshire
$273K
LA
1112
LVW Advisors
New York
$273K +$271K +3,453 New
TFS
1113
Thoroughbred Financial Services
Tennessee
$272K +$14.8K +189 +6%
LJHT
1114
Laurie J. Hall Trustee
$271K +$271K +3,445 New
ONB
1115
Old National Bancorp
Indiana
$270K -$27.3K -347 -9%
FGA
1116
Fortis Group Advisors
New Jersey
$270K +$269K +3,427 New
MWM
1117
Minot Wealth Management
Massachusetts
$268K -$315K -4,007 -54%
CAM
1118
Covenant Asset Management
New Jersey
$268K
NRS
1119
Neville Rodie & Shaw
New York
$268K
B
1120
Bridgeworth
Alabama
$267K -$15.2K -194 -5%
AWM
1121
Altium Wealth Management
New York
$267K +$46K +586 +21%
LC
1122
LCNB Corp
Ohio
$266K +$13.5K +172 +5%
NPPM
1123
North Point Portfolio Managers
Ohio
$264K
SWM
1124
Selective Wealth Management
Virginia
$264K +$628 +8 +0.2%
SBH
1125
Segall Bryant & Hamill
Illinois
$263K -$51.2K -652 -16%

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.