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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
DI
1376
Disciplined Investments
Oklahoma
$10K -$1.02K -13 -9%
JWA
1377
JFS Wealth Advisors
Pennsylvania
$10K
CWA
1378
Carolina Wealth Advisors
South Carolina
$10K +$9.58K +122 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1379
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9K
RG
1380
Retirement Group
California
$9K
JWM
1381
Janiczek Wealth Management
Colorado
$9K +$9.11K +116 New
AWM
1382
AllSquare Wealth Management
New York
$8K
HS
1383
Horan Securities
United States
$8K
MAM
1384
Marquette Asset Management
Minnesota
$8K
PO
1385
Private Ocean
California
$8K
AW
1386
Avion Wealth
Texas
$8K +$7.86K +100 New
WB
1387
West Bancorporation
Iowa
$7K -$9.82K -125 -58%
SMG
1388
Spectrum Management Group
Indiana
$7K +$550 +7 +8%
SXL
1389
Summit X LLC
Missouri
$6.31K -$22.1K -281 -4%
Kayne Anderson Rudnick Investment Management
1390
Kayne Anderson Rudnick Investment Management
California
$6K -$1.33K -17 -19%
CCA
1391
Column Capital Advisors
Indiana
$6K
EWA
1392
Evolution Wealth Advisors
Florida
$6K
JFA
1393
JNBA Financial Advisors
Minnesota
$5K +$1.81K +23 +51%
FWM
1394
Filbrandt Wealth Management
Wisconsin
$4K
HI
1395
Human Investing
Oregon
$4K
UFF
1396
USA Financial Formulas
Michigan
$4K
TFM
1397
TFC Financial Management
Massachusetts
$3K +$2.83K +36 New
F
1398
F3Logic
Minnesota
$2.52K +$1.4M +17,833 +127%
AW
1399
Alpha Windward
Massachusetts
$2K
CAGAS
1400
Capital Advisory Group Advisory Services
Minnesota
$2K

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.