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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
SB
1426
Strategic Blueprint
Georgia
-$1.72M -21,128 Closed
CAM
1427
Columbia Asset Management
Michigan
-$1.5M -18,540 Closed
RIM
1428
Rampart Investment Management
Connecticut
-$1.36M -16,715 Closed
MERSOM
1429
Municipal Employees' Retirement System of Michigan
Michigan
-$1.02M -12,510 Closed
VF
1430
Virtu Financial
New York
-$977K -12,036 Closed
PI
1431
PineBridge Investments
New York
-$838K -10,319 Closed
SM
1432
Sciencast Management
New Jersey
-$746K -10,126 Closed
TSS
1433
Thomas Story & Son
Indiana
-$778K -9,583 Closed
PFT
1434
Providence First Trust
Arizona
-$750K -9,240 Closed
FIB
1435
First Interstate Bank
Montana
-$709K -8,731 Closed
VAM
1436
Verity Asset Management
North Carolina
-$399K -8,603 Closed
RIM
1437
Redwood Investment Management
Arizona
-$554K -6,826 Closed
SIA
1438
Strategic Investment Advisors
Michigan
-$539K -6,635 Closed
MWM
1439
Marietta Wealth Management
Georgia
-$531K -6,546 Closed
CWS
1440
Cypress Wealth Services
California
-$512K -6,514 Closed
FFG
1441
Ford Financial Group
California
-$527K -6,500 Closed
CM
1442
Castleark Management
Illinois
-$514K -6,330 Closed
CFA
1443
CWS Financial Advisors
Michigan
-$503K -6,199 Closed
HIS
1444
Horizon Investment Services
Indiana
-$498K -6,134 Closed
BPA
1445
Beacon Pointe Advisors
California
-$490K -6,047 Closed
WIS
1446
Wright Investors Service
Connecticut
-$438K -5,395 Closed
SMFS
1447
Squar Milner Financial Services
California
-$436K -5,366 Closed
DWM
1448
Dakota Wealth Management
Florida
-$433K -5,328 Closed
PWM
1449
Peterson Wealth Management
Nevada
-$420K -5,176 Closed
VV
1450
Verity & Verity
South Carolina
-$378K -5,132 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.