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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
VHAM
176
Van Hulzen Asset Management
California
$14.4M +$7.42M +94,405 +107%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$13.9M -$508K -6,469 -4%
RC
178
RBO & Co
California
$13.9M +$9.74K +124 +0.1%
AAM
179
Advisors Asset Management
Colorado
$13.6M -$3.21M -40,892 -19%
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$13.6M -$587K -7,468 -4%
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$13.4M -$229K -2,909 -2%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$13.3M -$1.01M -12,894 -7%
UBV
183
United Bank (Virginia)
Virginia
$13.1M +$324K +4,129 +3%
TTWM
184
TCV Trust & Wealth Management
Virginia
$13M +$7.23K +92 +0.1%
TNB
185
Thomasville National Bank
Georgia
$12.9M -$519K -6,606 -4%
HNB
186
Huntington National Bank
Ohio
$12.8M -$963K -12,256 -7%
PP
187
Palladium Partners
Virginia
$12.7M +$686K +8,732 +6%
URS
188
Utah Retirement Systems
Utah
$12.7M +$78.6K +1,000 +0.6%
HWA
189
Heritage Wealth Advisors
Virginia
$12.7M +$3.6M +45,775 +40%
FNT
190
First National Trust
Pennsylvania
$12.6M +$923K +11,747 +8%
MIP
191
Mondrian Investment Partners
United Kingdom
$12.5M +$2.16M +27,557 +22%
TPSF
192
Texas Permanent School Fund
Texas
$12.5M +$790K +10,059 +7%
D.E. Shaw & Co
193
D.E. Shaw & Co
New York
$12.3M +$12.3M +156,118 New
FWIA
194
Fort Washington Investment Advisors
Ohio
$12.3M -$1.57M -20,020 -11%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$21.4K -272 -0.2%
CCMD
196
Cypress Capital Management (Delaware)
Delaware
$12.3M -$2.26M -28,715 -16%
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$12M -$32.4K -413 -0.3%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$11.7M -$12.5M -159,339 -52%
SF
199
Synovus Financial
Georgia
$11.6M +$3.16M +40,209 +38%
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$11.5M +$899K +11,443 +9%

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.