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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
AWA
1251
Arkadios Wealth Advisors
Georgia
$150K -$4.48K -57 -3%
PFBT
1252
Parkside Financial Bank & Trust
Missouri
$147K -$5.58K -71 -4%
PB
1253
Pinnacle Bancorp
Nebraska
$147K
FHA
1254
First Horizon Advisors
Tennessee
$145K -$343K -4,365 -70%
PCIA
1255
Prime Capital Investment Advisors
Kansas
$139K
ED
1256
Exane Derivatives
France
$137K -$35K -446 -20%
AIM
1257
AIA Investment Management
Singapore
$137K +$23.4K +298 +21%
FCH
1258
Freestone Capital Holdings
Washington
$133K +$133K +1,691 New
HFS
1259
Horizon Financial Services
North Carolina
$132K +$132K +1,678 New
MHR
1260
Matthew Hamilton Rosenberg
$131K -$9.35K -119 -7%
LAS
1261
Lloyd Advisory Services
Georgia
$128K -$127K -1,611 -50%
Parallax Volatility Advisers
1262
Parallax Volatility Advisers
California
$127K -$327K -4,162 -72%
TIM
1263
Thornburg Investment Management
New Mexico
$123K -$16.3K -208 -12%
LD
1264
Lipe & Dalton
New York
$122K -$7.86K -100 -6%
TCM
1265
Tradewinds Capital Management
Washington
$122K +$1.41K +18 +1%
VFM
1266
Viking Fund Management
North Dakota
$118K -$5.03M -64,000 -98%
BWA
1267
BDO Wealth Advisors
Florida
$116K
IBOK
1268
Independence Bank of Kentucky
Kentucky
$116K +$67.2K +856 +139%
ADL
1269
Asset Dedication LLC
California
$114K -$4.63K -59 -4%
KTC
1270
Kistler-Tiffany Companies
Pennsylvania
$113K +$2.04K +26 +2%
BWA
1271
Burt Wealth Advisors
Maryland
$112K
SWA
1272
Sutton Wealth Advisors
Florida
$112K +$2.12K +27 +2%
BHWM
1273
Bay Harbor Wealth Management
Maryland
$111K -$197K -2,514 -64%
AssetMark Inc
1274
AssetMark Inc
California
$109K -$21.4K -272 -16%
CFFP
1275
Center for Financial Planning
Michigan
$107K

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.