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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
TC
1326
Trust Company
Kansas
$42K -$17.5K -223 -30%
PFWA
1327
Paces Ferry Wealth Advisors
Georgia
$42K +$41.7K +531 New
1832 Asset Management
1328
1832 Asset Management
Ontario, Canada
$40K
PCFFS
1329
Pacific Center for Financial Services
California
$39K
GCM
1330
Gables Capital Management
Florida
$38K
PCG
1331
Private Capital Group
Connecticut
$38K +$5.58K +71 +17%
CA
1332
Crewe Advisors
Utah
$38K +$37.9K +482 New
BAM
1333
Bellevue Asset Management
Washington
$36K
EARNEST Partners
1334
EARNEST Partners
Georgia
$36K
HFS
1335
HBC Financial Services
Washington
$34K +$31.2K +397 +3,970%
LFG
1336
Larson Financial Group
Missouri
$29K -$786 -10 -3%
APWM
1337
Atlas Private Wealth Management
New York
$27K
IFA
1338
Interactive Financial Advisors
Illinois
$26K
MF
1339
Manchester Financial
California
$26K
WPA
1340
West Paces Advisors
Georgia
$26K
BAMG
1341
Brand Asset Management Group
Missouri
$25K +$314 +4 +1%
PW
1342
Price Wealth
Texas
$24K +$11.7K +149 +99%
WCG
1343
Weaver Consulting Group
California
$24K +$14.3K +182 +153%
PFO
1344
Pathstone Family Office
New Jersey
$24K +$24K +305 +6,100%
PP
1345
PrairieView Partners
Minnesota
$22K
PWMG
1346
Prestige Wealth Management Group
New Jersey
$22K +$1.1K +14 +5%
HCM
1347
Highlander Capital Management
New Jersey
$21K
CFD
1348
Creative Financial Designs
Indiana
$21K +$14K +178 +200%
CIAS
1349
CBIZ Investment Advisory Services
Ohio
$20K
PS
1350
Planned Solutions
California
$20K +$19.8K +252 New

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.