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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
TI
1476
tru Independence
Oregon
-$242 -2,986 Closed
BA
1477
Bridgewater Associates
Connecticut
-$227K -2,794 Closed
RPWA
1478
Regent Peak Wealth Advisors
Georgia
-$223K -2,750 Closed
CCT
1479
Capital City Trust
Florida
-$218K -2,680 Closed
CM
1480
Capital Management
Virginia
-$217K -2,673 Closed
CA
1481
Capital Advantage
California
-$217K -2,668 Closed
APW
1482
Aurora Private Wealth
New Jersey
-$216K -2,661 Closed
IGGA
1483
Iron Gate Global Advisors
Utah
-$211K -2,605 Closed
WKWM
1484
Walter & Keenan Wealth Management
Indiana
-$210K -2,590 Closed
PCP
1485
Proficio Capital Partners
Massachusetts
-$209K -2,578 Closed
RIA
1486
Realta Investment Advisors
Delaware
-$207K -2,556 Closed
NWP
1487
Northstar Wealth Partners
Connecticut
-$205K -2,530 Closed
EWF
1488
Epstein & White Financial
California
-$208K -2,528 Closed
NIM
1489
Northeast Investment Management
Massachusetts
-$204K -2,515 Closed
PIG
1490
Pantheon Investment Group
California
-$204K -2,515 Closed
BMC
1491
Beaton Management Company
Massachusetts
-$204K -2,514 Closed
ACM
1492
Ayrshire Capital Management
Connecticut
-$204K -2,511 Closed
SW
1493
SteelPeak Wealth
California
-$204K -2,510 Closed
AHB
1494
Abner Herrman & Brock
New Jersey
-$201K -2,471 Closed
FWM
1495
Fairhaven Wealth Management
Illinois
-$201K -2,470 Closed
QPWM
1496
Quadrant Private Wealth Management
Pennsylvania
-$200K -2,458 Closed
BFM
1497
Boston Financial Management
Massachusetts
-$186K -2,295 Closed
WFMPM
1498
Woodley Farra Manion Portfolio Management
Indiana
-$162K -1,997 Closed
CF
1499
Centaurus Financial
California
-$159K -1,956 Closed
Lazard Asset Management
1500
Lazard Asset Management
New York
-$156K -1,933 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.