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Dominion Energy

1,464 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 560 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 76

17% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 478

16% more call options, than puts

Call options by funds: $174M | Put options by funds: $150M

9% more funds holding

Funds holding: 1,3391,464 (+125)

6% more capital invested

Capital invested by funds: $44.1B → $46.6B (+$2.48B)

2.02% more ownership

Funds ownership: 66.3%68.32% (+2%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,464
Holders Change
+125
Holders Change %
+9.34%
% of All Funds
28.84%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
220
Increased
560
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Atria Investments
North Carolina
$8.82M +$3.95M +48,380 +83%
BBL
252
Beck Bode LLC
Massachusetts
$8.79M +$8.67M +106,141 New
PSP
253
Principal Street Partners
Tennessee
$8.57M +$590K +7,224 +8%
SF
254
Synovus Financial
Georgia
$8.55M -$72.3K -885 -0.8%
IIM
255
Intact Investment Management
Quebec, Canada
$8.48M
WT
256
Washington Trust
Rhode Island
$8.46M +$225K +2,754 +3%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$8.43M +$1.75M +21,405 +27%
BFG
258
Beacon Financial Group
Texas
$8.35M -$160K -1,957 -2%
USAA
259
United Services Automobile Association
Texas
$8.3M -$159K -1,942 -2%
SCM
260
Symons Capital Management
Pennsylvania
$8.05M -$1.67M -20,412 -17%
ISL
261
Ingalls & Snyder LLC
New York
$8.03M -$48.2K -590 -0.6%
NIA
262
Northstar Investment Advisors
Colorado
$7.94M -$512K -6,262 -6%
PAG
263
Private Advisor Group
New Jersey
$7.85M -$359K -4,392 -4%
CCM
264
Covington Capital Management
California
$7.81M +$54.7K +670 +0.7%
Lazard Asset Management
265
Lazard Asset Management
New York
$7.78M +$7.67M +93,922 +234,805%
SLAM
266
Swiss Life Asset Management
$7.7M +$564K +6,897 +8%
EVM
267
Eaton Vance Management
Massachusetts
$7.66M -$6.21K -76 -0.1%
MHI
268
Miller Howard Investments
New York
$7.66M -$989K -12,101 -12%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$7.63M +$259K +3,169 +4%
Schroder Investment Management Group
270
Schroder Investment Management Group
United Kingdom
$7.61M -$28.6M -349,662 -79%
SCA
271
Stonebridge Capital Advisors
Minnesota
$7.6M +$114K +1,395 +2%
O
272
Ossiam
France
$7.59M +$6.84M +83,701 +1,049%
CSS
273
Cubist Systematic Strategies
Connecticut
$7.59M +$7.23M +88,505 +2,800%
MML Investors Services
274
MML Investors Services
Massachusetts
$7.55M +$650K +7,954 +10%
Brown Advisory
275
Brown Advisory
Maryland
$7.48M -$53.3K -652 -0.7%

D Hedge Fund Activity: Q4 2019 in Review

1,464 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2019, worth a combined $46.6B — up 5.6% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new D positions and 76 closed out — a net gain of 144 holders — while 560 added to existing stakes and 478 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $501M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $645M.

  • 1,464 institutional investors held Dominion Energy (D) as of Q4 2019, up from 1,339 in Q3 2019.
  • Funds reported $46.6B of Dominion Energy stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 220 funds opened new Dominion Energy positions in Q4 2019 and 76 closed out, a net change of +144 holders.
  • The largest Dominion Energy buyer in Q4 2019 was Gallagher Fiduciary Advisors, an estimated $501M added.
  • The largest Dominion Energy seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $645M sold.

Based on aggregated 13F filings for Q4 2019.