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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
ETC
1401
Exchange Traded Concepts
Oklahoma
$2K +$1.33K +17 +131%
CAL
1402
Capital Analysts LLC
Pennsylvania
$1K -$1.13M -14,428 -100%
TFA
1403
Transamerica Financial Advisors
Florida
$1K -$198K -2,525 -100%
EIP
1404
Ellis Investment Partners
Pennsylvania
$1K -$39.5K -503 -97%
BWM
1405
Baystate Wealth Management
Massachusetts
$1K
FPFS
1406
First Personal Financial Services
North Carolina
$1K
PWM
1407
Provident Wealth Management
Tennessee
$1K +$1.33K +17 New
FCA
1408
FinTrust Capital Advisors
South Carolina
$663 -$663K -8,445 -50%
Koshinski Asset Management
1409
Koshinski Asset Management
Illinois
$200 -$96.8K -1,232 -34%
WHRC
1410
W.H. Reaves & Co
New Jersey
-$74.8M -920,985 Closed
BCM
1411
Bridgeway Capital Management
Texas
-$26.6M -327,345 Closed
ST
1412
Sabal Trust
Florida
-$19.7M -242,758 Closed
CM
1413
Churchill Management
California
-$12.3M -151,883 Closed
SCM
1414
SKBA Capital Management
California
-$9.14M -112,600 Closed
LP
1415
LMR Partners
United Kingdom
-$5.76M -70,930 Closed
BHWA
1416
Beacon Harbor Wealth Advisors
Virginia
-$3.52M -43,352 Closed
CIA
1417
Covington Investment Advisors
Pennsylvania
-$3.26M -40,126 Closed
IA
1418
Icon Advisers
Colorado
-$3.14M -38,700 Closed
ADBIC
1419
A.D. Beadell Investment Counsel
Wisconsin
-$3.11M -38,272 Closed
VWM
1420
Valley Wealth Managers
New Jersey
-$2.98M -36,699 Closed
BGIM
1421
Brandywine Global Investment Management
Pennsylvania
-$2.8M -34,432 Closed
BL
1422
BFSG LLC
California
-$2.72M -33,553 Closed
VWM
1423
Venturi Wealth Management
Texas
-$2.66M -32,810 Closed
FAM
1424
Fulcrum Asset Management
United Kingdom
-$2.71M -31,351 Closed
PWSG
1425
Pacific Wealth Strategies Group
California
-$1.78M -21,968 Closed

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.