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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
MWM
1176
MBE Wealth Management
Wisconsin
$231K
SWM
1177
Sugarloaf Wealth Management
Georgia
$230K -$62.7K -798 -22%
EW
1178
Evoke Wealth
California
$230K -$2.91K -37 -1%
WPW
1179
Waldron Private Wealth
Pennsylvania
$229K -$13.1K -167 -5%
GJIC
1180
Gamble Jones Investment Counsel
California
$229K
FFBTD
1181
First Financial Bank - Trust Division
Ohio
$228K
MA
1182
MUFG Americas
New York
$227K -$2.75K -35 -1%
CWM
1183
Cabot Wealth Management
Massachusetts
$226K
GAM
1184
Griffin Asset Management
New York
$225K -$1.57M -20,036 -88%
QCM
1185
Quest Capital Management
Texas
$225K -$47.4K -603 -17%
LWM
1186
Liberty Wealth Management
California
$224K -$37.8K -481 -15%
Fayez Sarofim & Co
1187
Fayez Sarofim & Co
Texas
$224K
MWM
1188
Modera Wealth Management
New Jersey
$223K
BMCM
1189
Bryn Mawr Capital Management
Pennsylvania
$223K +$222K +2,827 New
IAIM
1190
International Assets Investment Management
Florida
$222K -$90.3K -1,149 -29%
SC
1191
Saturna Capital
Washington
$221K
AWM
1192
Aries Wealth Management
Maine
$220K
IC
1193
Intersect Capital
California
$219K -$10.5K -134 -5%
CWM
1194
Cornerstone Wealth Management
Missouri
$217K -$94.5K -1,203 -30%
BFC
1195
Bedel Financial Consulting
Indiana
$217K
EFS
1196
Essex Financial Services
Connecticut
$216K +$215K +2,731 New
HI
1197
Hudock Inc
Pennsylvania
$215K +$3.3K +42 +2%
IC
1198
IEQ Capital
California
$215K +$214K +2,730 New
MGIA
1199
Moneta Group Investment Advisors
Missouri
$214K -$205K -2,611 -49%
ACP
1200
Aveo Capital Partners
Colorado
$214K +$213K +2,712 New

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.