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Dominion Energy

1,470 hedge funds and large institutions have $39.9B invested in Dominion Energy in 2020 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 497 increasing their positions, 579 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 114

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

4% more funds holding

Funds holding: 1,4091,470 (+61)

0.78% less ownership

Funds ownership: 65.8%65.01% (-0.78%)

8% less capital invested

Capital invested by funds: $43.5B → $39.9B (-$3.58B)

14% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 579

15% less call options, than puts

Call options by funds: $174M | Put options by funds: $204M

Holders
1,470
Holders Change
+61
Holders Change %
+4.33%
% of All Funds
26.01%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
193
Increased
497
Reduced
579
Closed
114
Calls
$174M
Puts
$204M
Net Calls
-$29.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$45.2M -$8.7M -109,558 -15%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$44.8M -$2.99M -37,595 -6%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$43.6M +$1.26M +15,828 +3%
Asset Management One
104
Asset Management One
Japan
$41.5M +$2.53M +31,905 +6%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$39.6M -$2.12M -26,720 -5%
GF
106
Gabelli Funds
New York
$37.9M -$834K -10,495 -2%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$37.9M -$30M -377,943 -43%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$36.7M -$3.33M -41,919 -8%
RHBC
109
R.H. Bluestein & Co
Michigan
$36.6M +$15.8M +199,085 +69%
MIS
110
Morningstar Investment Services
Illinois
$36M -$1.97M -24,788 -5%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$36M +$1.42M +17,870 +4%
LPL Financial
112
LPL Financial
California
$35.5M +$56.2K +707 +0.2%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$34.7M +$5.17M +65,125 +16%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$32.9M +$507K +6,379 +1%
MAM
115
Magellan Asset Management
Australia
$31.5M +$3.44M +43,311 +12%
AG
116
Aperio Group
California
$31.2M -$7.68M -96,614 -19%
Victory Capital Management
117
Victory Capital Management
Texas
$30.7M +$2.27M +28,524 +8%
Robeco Institutional Asset Management
118
Robeco Institutional Asset Management
Netherlands
$30.5M +$194K +2,441 +0.6%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$30.3M -$384K -4,839 -1%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$29.4M +$24.3M +306,282 +360%
Stifel Financial
121
Stifel Financial
Missouri
$28.6M -$9.56M -120,304 -24%
ACI
122
AMP Capital Investors
Australia
$28.3M +$380K +4,784 +1%
KeyBank National Association
123
KeyBank National Association
Ohio
$27.9M +$12.9M +161,847 +77%
Aberdeen Group
124
Aberdeen Group
United Kingdom
$27.7M +$465K +5,853 +2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$26.9M

D Hedge Fund Activity: Q4 2020 in Review

1,470 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2020, worth a combined $39.9B — down 8.2% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new D positions and 114 closed out — a net gain of 79 holders — while 497 added to existing stakes and 579 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $179M. The largest seller was Capital Research Global Investors, cutting an estimated $888M.

  • 1,470 institutional investors held Dominion Energy (D) as of Q4 2020, up from 1,409 in Q3 2020.
  • Funds reported $39.9B of Dominion Energy stock for Q4 2020, down 8.2% quarter-over-quarter.
  • 193 funds opened new Dominion Energy positions in Q4 2020 and 114 closed out, a net change of +79 holders.
  • The largest Dominion Energy buyer in Q4 2020 was D.E. Shaw & Co, an estimated $179M added.
  • The largest Dominion Energy seller in Q4 2020 was Capital Research Global Investors, an estimated $888M sold.

Based on aggregated 13F filings for Q4 2020.