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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
Millennium Management
1276
Millennium Management
New York
$104K +$98.8M +1,257,970 +1,918%
IRAG
1277
Investment Research & Advisory Group
Georgia
$103K
AWM
1278
Avior Wealth Management
Nebraska
$102K -$15.2K -193 -13%
PG
1279
Proffitt & Goodson
Tennessee
$101K
FWM
1280
Focused Wealth Management
New York
$100K -$95.1K -1,210 -49%
EAM
1281
Erste Asset Management
Austria
$99.6K +$100K +1,279 New
GEA
1282
Glen Eagle Advisors
New Jersey
$96.8K -$16.5K -210 -15%
TPWA
1283
TRUE Private Wealth Advisors
Oregon
$95K
PFS
1284
Prospera Financial Services
Texas
$94K -$2.98M -37,915 -97%
AA
1285
Advisory Alpha
Michigan
$91K +$88.5K +1,126 New
HR
1286
Howe & Rusling
New York
$90K
HWA
1287
HHM Wealth Advisors
Tennessee
$88K +$5.73K +73 +7%
SIM
1288
Sonora Investment Management
Arizona
$87K -$22K -280 -20%
AP
1289
Atwood & Palmer
Missouri
$87K
MMG
1290
Monetary Management Group
Missouri
$87K
MCM
1291
Manchester Capital Management
Vermont
$86K -$159K -2,018 -65%
SFSIG
1292
San Francisco Sentry Investment Group
California
$86K
SCM
1293
Silvant Capital Management
Georgia
$85K
NL
1294
NVWM LLC
Pennsylvania
$82K -$483K -6,147 -86%
SIAS
1295
Shine Investment Advisory Services
Colorado
$81K
PCM
1296
Penserra Capital Management
California
$79K +$1.57K +20 +2%
JGIA
1297
Jackson Grant Investment Advisers
Connecticut
$78K +$864 +11 +1%
AIC
1298
Archer Investment Corporation
Indiana
$68.9K -$337K -4,287 -83%
PCM
1299
Prelude Capital Management
New York
$68K +$67.2K +856 New
MIFH
1300
Migdal Insurance & Financial Holdings
Israel
$67K -$42.8K -545 -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.