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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
WP
1151
WealthShield Partners
North Carolina
$247K +$32K +407 +15%
PCM
1152
Pennsylvania Capital Management
Pennsylvania
$247K +$242K +3,081 New
FC
1153
FORA Capital
Florida
$246K -$771K -9,817 -76%
NICM
1154
Neo Ivy Capital Management
New York
$245K +$244K +3,107 New
CPA
1155
Court Place Advisors
Maryland
$244K -$182K -2,314 -43%
OIA
1156
OneDigital Investment Advisors
Kansas
$243K +$242K +3,084 New
SWMG
1157
Strategic Wealth Management Group
Maryland
$242K
HWA
1158
HCR Wealth Advisors
California
$241K -$8.96K -114 -4%
LFG
1159
LifePlan Financial Group
Ohio
$240K -$186K -2,367 -44%
SIAP
1160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$240K -$82.2K -1,046 -26%
HIIFS
1161
Harel Insurance Investments & Financial Services
Israel
$240K +$239K +3,042 New
GWAG
1162
Garrett Wealth Advisory Group
Texas
$239K +$1.57K +20 +0.7%
P
1163
Pitcairn
Pennsylvania
$238K -$75K -955 -24%
RCWMU
1164
Rothschild & Co Wealth Management (UK)
United Kingdom
$238K
PWM
1165
Perigon Wealth Management
California
$237K +$21K +267 +10%
PP
1166
PDS Planning
Ohio
$237K +$21.8K +277 +10%
SM
1167
SG3 Management
Puerto Rico
$237K +$236K +3,000 New
HC
1168
Henshaw Capital
Massachusetts
$236K +$235K +2,996 New
RWB
1169
RMR Wealth Builders
New Jersey
$236K +$227K +2,896 +3,081%
MWPCG
1170
Measured Wealth Private Client Group
New Hampshire
$235K -$27.4K -349 -10%
AA
1171
Apriem Advisors
California
$235K +$234K +2,977 New
VC
1172
Vicus Capital
Pennsylvania
$234K +$29.4K +374 +14%
TNA
1173
True North Advisors
Texas
$233K
VCAM
1174
Van Cleef Asset Management
Ohio
$232K
CA
1175
Claro Advisors
Massachusetts
$231K -$70.9K -902 -24%

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.