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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
BWA
1226
Beam Wealth Advisors
Louisiana
$200K -$37.2K -473 -16%
WWM
1227
Western Wealth Management
Colorado
$200K -$14.1K -180 -7%
NPF
1228
Norris Perne & French
Michigan
$200K -$2.44K -31 -1%
MAS
1229
Managed Account Services
Florida
$200K +$194K +2,465 New
RA
1230
RFG Advisory
Alabama
$200K +$199K +2,537 New
TIA
1231
Tiemann Investment Advisors
California
$199K +$79 +1 +0%
AWM
1232
Atticus Wealth Management
Florida
$196K +$20.1K +256 +11%
QCG
1233
Quadrant Capital Group
Ohio
$194K -$471 -6 -0.2%
CCM
1234
Chiron Capital Management
Florida
$189K +$188K +2,398 New
Bank Julius Baer & Co
1235
Bank Julius Baer & Co
Switzerland
$185K -$487K -6,197 -73%
SAM
1236
S.A. Mason
Michigan
$182K
OC
1237
Oakworth Capital
Alabama
$181K -$7.62K -97 -4%
CWC
1238
Carolinas Wealth Consulting
North Carolina
$177K -$11.9K -152 -6%
BCA
1239
Berman Capital Advisors
Georgia
$177K -$1.49K -19 -0.8%
FMTCOCP
1240
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$177K
LWANC
1241
Laurel Wealth Advisors (North Carolina)
North Carolina
$174K
MIM
1242
Macroview Investment Management
Maryland
$172K +$1.89K +24 +1%
SIS
1243
Sound Income Strategies
Florida
$172K +$57.7K +735 +51%
1IA
1244
1834 Investment Advisors
Wisconsin
$166K +$3.93K +50 +2%
NIM
1245
NuWave Investment Management
New Jersey
$166K +$134K +1,712 +429%
PFGIA
1246
Patriot Financial Group Insurance Agency
Massachusetts
$164K +$3.61K +46 +2%
VCM
1247
Vigilant Capital Management
Maine
$162K -$39.3K -500 -20%
FFC
1248
First Financial Corp
Indiana
$159K +$8.4K +107 +6%
CI
1249
CX Institutional
Indiana
$154K +$8.8K +112 +6%
AF
1250
Allworth Financial
California
$153K -$11.7K -149 -7%

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.