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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
MIS
101
Morningstar Investment Services
Illinois
$39.1M -$2.25M -28,643 -5%
LPL Financial
102
LPL Financial
California
$37.2M -$11.8M -149,664 -24%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3M +$98.7K +1,257 +0.3%
Renaissance Technologies
104
Renaissance Technologies
New York
$35.7M +$16.7M +212,500 +89%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$34.1M -$156K -1,991 -0.5%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$32.1M -$551K -7,014 -2%
Robeco Institutional Asset Management
107
Robeco Institutional Asset Management
Netherlands
$31.9M +$2.96M +37,640 +10%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$31.3M +$44.8K +570 +0.1%
CIC
109
Crawford Investment Counsel
Georgia
$30.2M -$28.8M -366,419 -49%
Victory Capital Management
110
Victory Capital Management
Texas
$30M -$3.54M -45,033 -11%
MAM
111
Magellan Asset Management
Australia
$29.6M +$4.28M +54,506 +17%
ACI
112
AMP Capital Investors
Australia
$29.3M +$1.32M +16,820 +5%
WMSA
113
Weiss Multi-Strategy Advisers
New York
$28.8M +$20.8M +264,782 +264%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$28.8M +$106K +1,350 +0.4%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$28.7M -$3.93M -50,001 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$28.6M +$24.5M +312,100 +623%
HAI
117
Hennessy Advisors Inc
California
$27.9M -$1.15M -14,600 -4%
WI
118
Wafra Inc
New York
$27.6M +$3.9M +49,675 +17%
MAM
119
Madison Asset Management
Wisconsin
$27.6M -$150K -1,914 -0.5%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$27.5M -$675K -8,590 -2%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$26.9M
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$26.7M -$1.59M -20,225 -6%
SSA
123
Schonfeld Strategic Advisors
New York
$26.7M +$26.6M +338,351 New
BG
124
Bahl & Gaynor
Ohio
$26.2M -$7.6M -96,779 -23%
JMPWA
125
JP Morgan Private Wealth Advisors
California
$25.9M +$7.17M +91,317 +39%

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.