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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
TAM
201
Tocqueville Asset Management
New York
$11.4M -$630K -8,020 -5%
GAM
202
Gotham Asset Management
New York
$11.2M -$4.34M -55,279 -28%
FAF
203
Första AP-fonden
Sweden
$11.1M +$2.03M +25,900 +22%
SW
204
SVB Wealth
Massachusetts
$11M -$581K -7,396 -5%
AIMCA
205
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.5M -$1.71M -21,800 -14%
AWM
206
AE Wealth Management
Kansas
$10.4M -$254K -3,237 -2%
SFI
207
Susquehanna Fundamental Investments
Pennsylvania
$10.3M +$6.67M +84,969 +185%
BCI
208
Brinker Capital Investments
Pennsylvania
$10.2M +$10.2M +129,369 New
Baird Financial Group
209
Baird Financial Group
Wisconsin
$9.98M -$22.9M -291,663 -70%
Axa
210
Axa
France
$9.87M +$39.7K +505 +0.4%
LC
211
LNZ Capital
New York
$9.87M +$9.82M +125,000 New
UB
212
UMB Bank
Missouri
$9.85M
T
213
TOBAM
France
$9.62M -$1.3M -16,501 -12%
EIA
214
Edgemoor Investment Advisors
Maryland
$9.55M -$117K -1,493 -1%
SOAMC
215
Spirit of America Management Corp
New York
$9.4M +$114K +1,450 +1%
Two Sigma Investments
216
Two Sigma Investments
New York
$9.34M +$9.29M +118,274 New
RFA
217
Reilly Financial Advisors
California
$9.33M +$399K +5,084 +4%
HW
218
Hancock Whitney
Mississippi
$9.31M +$186K +2,365 +2%
MSA
219
Mason Street Advisors
Wisconsin
$9.31M -$143K -1,816 -2%
UAS
220
United Asset Strategies
New York
$9.31M +$1.59M +20,282 +21%
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$9.21M +$430K +5,480 +5%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$9.16M -$3.2M -40,676 -26%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$9.05M -$390K -4,959 -4%
ODCM
224
Old Dominion Capital Management
Virginia
$8.99M -$44.4K -565 -0.5%
SGK
225
Steigerwald Gordon & Koch
Virginia
$8.97M +$204K +2,600 +2%

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.