D icon

Dominion Energy
D

Overview Fund Activity

1,404 hedge funds and large institutions have $43.5B invested in Dominion Energy in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 480 increasing their positions, 618 reducing their positions, and 122 closing their positions.

Holders
1,404
Holders Change
-20
Holders Change %
-1.4%
% of All Funds
28.4%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.42%
New
114
Increased
480
Reduced
618
Closed
122
Calls
$306M
Puts
$229M
Net Calls
+$76.5M
Net Calls Change
-$89.2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.23B
2
ZP
2
Zimmer Partners
New York
$204M
3
Citadel Advisors
3
Citadel Advisors
Florida
$121M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
Morgan Stanley
5
Morgan Stanley
New York
$347M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.89B
2
Charles Schwab
2
Charles Schwab
California
$282M
3
Wells Fargo
3
Wells Fargo
California
$295M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$185M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$314M
Name Market Value Shares Shares
Change 		Shares
Change %
PWP
1501
Principle Wealth Partners
Connecticut
– – -1,250 Closed
CWP
1502
CFM Wealth Partners
Texas
– – -1,226 Closed
MSE
1503
MUFG Securities EMEA
United Kingdom
– – -1,200 Closed
AWM
1504
Apollon Wealth Management
South Carolina
– – -1,197 Closed
Simplex Trading
1505
Simplex Trading
Illinois
– – -1,166 Closed
SBL
1506
Sargent Bickham Lagudis
Colorado
– – -1,045 Closed
BL
1507
Balentine LLC
Georgia
– – -849 Closed
RDWM
1508
Red Door Wealth Management
Tennessee
– – -750 Closed
HA
1509
H2O AM
United Kingdom
– – -662 Closed
GFPC
1510
Global Financial Private Client
Florida
– – -551 Closed
BSAM
1511
Blue Square Asset Management
New York
– – -478 Closed
PGAM
1512
Princeton Global Asset Management
New Jersey
– – -406 Closed
PA
1513
Procyon Advisors
Connecticut
– – -325 Closed
KC
1514
Knuff & Co
California
– – -288 Closed
HFM
1515
Harvest Fund Management
China
– – -241 Closed
HFA
1516
Hoover Financial Advisors
Pennsylvania
– – -201 Closed
1W
1517
1776 Wealth
Georgia
– – -190 Closed
OAJ
1518
Ogorek Anthony Joseph
New York
– – -175 Closed
BBA
1519
Braun-Bostich & Associates
Pennsylvania
– – -151 Closed
Fidelity International
1520
Fidelity International
Bermuda
– – -143 Closed
FNBOSM
1521
First National Bank of South Miami
Florida
– – -125 Closed
IFAM
1522
Institutional & Family Asset Management
Colorado
– – -109 Closed
LF
1523
Lee Financial
Texas
– – -98 Closed
RCA
1524
Reitz Capital Advisors
Michigan
– – -80 Closed
PCTC
1525
Perkins Coie Trust Company
Washington
– – -15 Closed
58 59 60
61
62