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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
CIM
1301
Centersquare Investment Management
Pennsylvania
$64K -$8.64K -110 -12%
CH
1302
Canton Hathaway
Rhode Island
$63K
CPA
1303
Cowen Prime Advisors
New York
$63K
VCM
1304
Versant Capital Management
Arizona
$62K -$14.8K -188 -19%
NPP
1305
New Potomac Partners
Maryland
$61K
BG
1306
Bollard Group
Massachusetts
$60K -$43.9K -559 -42%
GAM
1307
Gemmer Asset Management
California
$59K
RCA
1308
Ranch Capital Advisors
Florida
$56K -$8.4K -107 -13%
TF
1309
TimeScale Financial
Massachusetts
$55K +$34K +433 +162%
APW
1310
Acima Private Wealth
Virginia
$53K
MA
1311
MCF Advisors
Kentucky
$53K
MCM
1312
MV Capital Management
Maryland
$53K
WEC
1313
Winslow Evans & Crocker
Massachusetts
$52K -$10.2K -130 -16%
CAL
1314
Capital Advisors Ltd
Ohio
$52K
FDCDDQ
1315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.3K +$43.2K +550 +550%
TFO
1316
Tarbox Family Office
California
$51K -$550 -7 -1%
OSNBOA
1317
Old Second National Bank of Aurora
Illinois
$50K
LC
1318
Lindbrook Capital
California
$49K +$5.97K +76 +14%
CFO
1319
CVA Family Office
Colorado
$49K +$49.1K +625 New
RE
1320
RBC Europe
United Kingdom
$48.5K +$23.2K +295 +92%
WOC
1321
West Oak Capital
California
$47K -$19.6K -250 -29%
VC
1322
Vestor Capital
Illinois
$46K +$45.9K +584 New
FMP
1323
Financial Management Professionals
Texas
$45K +$786 +10 +2%
HGWM
1324
Harvest Group Wealth Management
Massachusetts
$44K
BCA
1325
Bray Capital Advisors
Florida
$44K +$157 +2 +0.4%

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.