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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
DE
1201
Day & Ennis
Georgia
$213K -$6.68K -85 -3%
OIA
1202
Optimum Investment Advisors
Illinois
$213K
BCA
1203
Biltmore Capital Advisors
New Jersey
$211K -$17.8K -226 -8%
FFA
1204
Fragasso Financial Advisors
Pennsylvania
$211K +$2.12K +27 +1%
CPSAC
1205
Chas P. Smith & Associates (CPS)
Florida
$211K +$12.3K +156 +6%
CHAM
1206
Clear Harbor Asset Management
Connecticut
$210K
AWA
1207
ARS Wealth Advisors
Florida
$210K +$79 +1 +0%
FBP
1208
Flippin Bruce & Porter
Virginia
$209K -$5.85M -74,526 -97%
GKWIM
1209
Gerber Kawasaki Wealth & Investment Management
California
$209K
ACM
1210
Allred Capital Management
Texas
$208K -$33.9K -431 -14%
FCA
1211
FLC Capital Advisors
California
$206K -$35.1K -447 -15%
PMFA
1212
Plante Moran Financial Advisors
Michigan
$206K +$65.8K +837 +47%
RCM
1213
RB Capital Management
Nevada
$206K +$202K +2,572 New
HIA
1214
Harbor Investment Advisory
Maryland
$205K -$11.4K -145 -5%
EAM
1215
Eagle Asset Management
Florida
$205K -$6.13K -78 -3%
HCM
1216
HMS Capital Management
Tennessee
$203K -$38.9K -495 -16%
MOS
1217
MGO One Seven
Ohio
$203K -$15.9K -202 -7%
WCFA
1218
Walkner Condon Financial Advisors
Wisconsin
$203K +$1.73K +22 +0.9%
CIA
1219
Choate Investment Advisors
Massachusetts
$202K
FA
1220
FC Advisory
Pennsylvania
$202K
HS
1221
Haafor (Singapore)
Singapore
$202K +$200K +2,550 New
MAG
1222
Mayfair Advisory Group
Alabama
$202K +$201K +2,553 New
SPC
1223
Stewart & Patten Company
California
$201K
DAS
1224
Dynamic Advisor Solutions
Arizona
$201K +$4.95K +63 +3%
NHC
1225
Nicholas Hoffman & Company
Georgia
$201K +$200K +2,552 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.