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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53B -$77.8M -989,993 -1%
BlackRock
2
BlackRock
New York
$4.65B -$45.2M -575,834 -1%
State Street
3
State Street
Massachusetts
$3.45B -$113M -1,439,289 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.83B +$83.1M +1,057,717 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.89B -$798M -10,161,738 -30%
Franklin Resources
6
Franklin Resources
California
$1.63B -$21.1M -268,372 -1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.23B +$274M +3,491,376 +29%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.02B +$104M +1,320,666 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$975M -$4.15M -52,854 -0.4%
Northern Trust
10
Northern Trust
Illinois
$798M -$2.92M -37,109 -0.4%
Bank of America
11
Bank of America
North Carolina
$742M -$2.74M -34,913 -0.4%
Invesco
12
Invesco
Georgia
$737M -$54.8M -697,153 -7%
Legal & General Group
13
Legal & General Group
United Kingdom
$657M +$15.1M +191,681 +2%
Deutsche Bank
14
Deutsche Bank
Germany
$588M +$53.6M +681,986 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$551M +$8.89M +113,223 +2%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$464M +$6.62M +84,263 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$464M -$11.8M -150,530 -2%
Mitsubishi UFJ Trust & Banking
18
Mitsubishi UFJ Trust & Banking
Japan
$449M +$8.88M +113,090 +2%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$437M +$8.36M +106,400 +2%
N
20
Nuveen
North Carolina
$407M +$28.5M +363,011 +8%
GFA
21
Gallagher Fiduciary Advisors
Illinois
$387M
Norges Bank
22
Norges Bank
Norway
$348M -$9.04M -115,103 -3%
Morgan Stanley
23
Morgan Stanley
New York
$347M +$89.8M +1,142,688 +35%
Federated Hermes
24
Federated Hermes
Pennsylvania
$314M -$172M -2,183,851 -35%
Swiss National Bank
25
Swiss National Bank
Switzerland
$311M -$3.72M -47,300 -1%

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.