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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
RAM
1501
Riggs Asset Management
Pennsylvania
-$139K -1,718 Closed
PA
1502
Perennial Advisors
New York
-$138K -1,699 Closed
PIMG
1503
Patriot Investment Management Group
Tennessee
-$134K -1,650 Closed
EWP
1504
Engrave Wealth Partners
Texas
-$120K -1,488 Closed
PWP
1505
Principle Wealth Partners
Connecticut
-$101K -1,250 Closed
CWP
1506
CFM Wealth Partners
Texas
-$99K -1,226 Closed
MSE
1507
MUFG Securities EMEA
United Kingdom
-$97K -1,200 Closed
AWM
1508
Apollon Wealth Management
South Carolina
-$97K -1,197 Closed
Simplex Trading
1509
Simplex Trading
Illinois
-$91.6K -1,166 Closed
SBL
1510
Sargent Bickham Lagudis
Colorado
-$85K -1,045 Closed
BL
1511
Balentine LLC
Georgia
-$69K -849 Closed
RDWM
1512
Red Door Wealth Management
Tennessee
-$60K -750 Closed
HA
1513
H2O AM
United Kingdom
-$54K -662 Closed
GFPC
1514
Global Financial Private Client
Florida
-$45.4K -551 Closed
BSAM
1515
Blue Square Asset Management
New York
-$39K -478 Closed
PGAM
1516
Princeton Global Asset Management
New Jersey
-$32K -406 Closed
PA
1517
Procyon Advisors
Connecticut
-$26K -325 Closed
KC
1518
Knuff & Co
California
-$23K -288 Closed
HFM
1519
Harvest Fund Management
China
-$19K -241 Closed
HFA
1520
Hoover Financial Advisors
Pennsylvania
-$16K -201 Closed
1W
1521
1776 Wealth
Georgia
-$15K -190 Closed
OAJ
1522
Ogorek Anthony Joseph
New York
-$14K -175 Closed
BBA
1523
Braun-Bostich & Associates
Pennsylvania
-$12K -151 Closed
Fidelity International
1524
Fidelity International
Bermuda
-$12K -143 Closed
FNBOSM
1525
First National Bank of South Miami
Florida
-$10K -125 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.