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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
MPW
1126
Monterey Private Wealth
California
$263K +$261K +3,327 New
BAM
1127
Barrett Asset Management
New York
$262K -$78.6K -1,000 -23%
NAM
1128
NorthCoast Asset Management
Connecticut
$262K +$1.41K +18 +0.5%
GI
1129
GAMCO Investors
Connecticut
$262K +$261K +3,325 New
FMWA
1130
Forvis Mazars Wealth Advisors
Missouri
$261K -$74.2K -944 -22%
RT
1131
Rockland Trust
Massachusetts
$261K -$19.6K -250 -7%
AG
1132
AlphaSimPlex Group
Massachusetts
$261K +$32.2K +410 +14%
NP
1133
NorthRock Partners
Minnesota
$258K -$3.14K -40 -1%
TFS
1134
TrustCore Financial Services
Tennessee
$258K
GAMC
1135
Garner Asset Management Corp
Texas
$257K +$256K +3,260 New
MCM
1136
McMillion Capital Management
North Carolina
$255K
MMHP
1137
Murphy Middleton Hinkle & Parker
Georgia
$255K
KFP
1138
KMG Fiduciary Partners
Ohio
$255K +$1.57K +20 +0.6%
BC
1139
Barnett & Company
Tennessee
$255K +$112K +1,428 +79%
YWP
1140
YorkBridge Wealth Partners
New York
$255K +$254K +3,230 New
APP
1141
Avantax Planning Partners
Iowa
$254K +$6.6K +84 +3%
PHS
1142
Pekin Hardy Strauss
Illinois
$253K
HTHT
1143
Hemenway Trust Hemenway Trust
New Hampshire
$253K +$15.7K +200 +7%
TAM
1144
Townsend Asset Management
North Carolina
$252K +$79 +1 +0%
RP
1145
Rowlandmiller & Partners
Georgia
$251K -$4.95K -63 -2%
CHA
1146
Carmichael Hill & Associates
Maryland
$250K +$550 +7 +0.2%
MGIM
1147
M&G Investment Management
United Kingdom
$249K -$128K -1,629 -34%
FNBOO
1148
First National Bank of Omaha
Nebraska
$249K -$9.82K -125 -4%
PAM
1149
Private Asset Management
California
$248K -$39.3K -500 -14%
ZIM
1150
Zacks Investment Management
Illinois
$247K +$4.63K +59 +2%

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.