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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
SAM
276
Silvercrest Asset Management
New York
$7.37M +$348K +4,256 +5%
CIC
277
Cutler Investment Counsel
Oregon
$7.31M -$1.08M -13,166 -13%
WFG
278
Wills Financial Group
Virginia
$7.31M -$17.6K -215 -0.2%
KFP
279
Keystone Financial Planning
Ohio
$7.31M +$36.2K +443 +0.5%
Cerity Partners
280
Cerity Partners
New York
$7.31M -$59.6K -729 -0.8%
KBC Group
281
KBC Group
Belgium
$7.27M -$14.6M -178,388 -67%
GWM
282
Geneos Wealth Management
Colorado
$7.25M +$373K +4,559 +5%
NAM
283
Nissay Asset Management
Japan
$7.16M -$27K -331 -0.4%
SHA
284
Shelter Harbor Advisors
Connecticut
$7.04M -$8.17M -100,000 -54%
CWG
285
Cornerstone Wealth Group
North Carolina
$6.93M -$92.8K -1,136 -1%
II
286
IFM Investors
Australia
$6.92M -$239K -2,920 -3%
KWILP
287
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.87M +$6.77M +82,907 New
TCOV
288
Trust Company of Vermont
Vermont
$6.83M +$83.4K +1,021 +1%
LW
289
Linscomb Wealth
Texas
$6.79M +$1.2M +14,705 +22%
B
290
BP
United Kingdom
$6.71M
VFM
291
Viking Fund Management
North Dakota
$6.67M +$123K +1,500 +2%
BNP Paribas Asset Management
292
BNP Paribas Asset Management
France
$6.64M -$290K -3,553 -4%
OPERF
293
Oregon Public Employees Retirement Fund
Oregon
$6.54M -$167K -2,044 -3%
SOAMC
294
Spirit of America Management Corp
New York
$6.52M -$50.3K -615 -0.8%
TRSOTSOK
295
Teachers Retirement System of the State of Kentucky
Kentucky
$6.49M
UAS
296
United Asset Strategies
New York
$6.46M +$153K +1,871 +2%
SC
297
Sepio Capital
Utah
$6.41M -$35.9K -439 -0.6%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$6.38M -$1.85M -22,643 -23%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$6.3M -$294K -3,593 -5%
ARTA
300
A.R.T. Advisors
New York
$6.29M -$1.79M -21,900 -22%

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.