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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
ECM
1351
Estabrook Capital Management
New York
$19.3K -$61K -776 -76%
WLPWM
1352
Walled Lake Planning & Wealth Management
Illinois
$19K -$4.75M -60,467 -100%
LB
1353
Legacy Bridge
Iowa
$19K
ME
1354
McIlrath & Eck
Washington
$19K
MFT
1355
Moisand Fitzgerald Tamayo
Florida
$19K
BCM
1356
Bourgeon Capital Management
Connecticut
$17K
PFA
1357
Professional Financial Advisors
Nebraska
$17K +$16.7K +213 New
KFS
1358
Kelly Financial Services
Massachusetts
$16.1K +$236 +3 +1%
AAP
1359
Arax Advisory Partners
Colorado
$16K
FPB
1360
First PREMIER Bank
South Dakota
$16K
KPCM
1361
Kings Point Capital Management
New York
$16K
SC
1362
Solstein Capital
California
$16K
RA
1363
Rational Advisors
New York
$14K -$17.1K -218 -55%
SJIM
1364
St. Johns Investment Management
Florida
$14K
ARMC
1365
American Research & Management Company
Massachusetts
$13K
AJ
1366
Ashburton (Jersey)
Jersey
$13K
TAIM
1367
TD Ameritrade Investment Management
Nebraska
$13K +$550 +7 +4%
RIM
1368
Rockbridge Investment Management
New York
$12K -$19.6K -250 -63%
SSWG
1369
Seven Springs Wealth Group
Tennessee
$12K
TFGT
1370
TS Financial Group (TSFG)
Illinois
$12K
PP
1371
Pacifica Partners
Canada
$11K
SL
1372
Savior LLC
Massachusetts
$11K
SA
1373
SRH Advisors
Kansas
$11K
WAS
1374
Winch Advisory Services
Wisconsin
$11K +$2.28K +29 +26%
NFSG
1375
Newbridge Financial Services Group
Florida
$11K +$11.2K +142 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.