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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
UR
301
USCA RIA
Texas
$6.25M -$3.38M -41,383 -35%
FBP
302
Flippin Bruce & Porter
Virginia
$6.2M +$184K +2,247 +3%
PP
303
Palladium Partners
Virginia
$6.16M -$516K -6,319 -8%
CG
304
Colony Group
Massachusetts
$6.15M +$63.9K +782 +1%
VHAM
305
Van Hulzen Asset Management
California
$6.14M -$115K -1,405 -2%
FFSOTS
306
Fiduciary Financial Services of The Southwest
Texas
$6.13M +$87K +1,065 +1%
PWW
307
Pettyjohn Wood & White
Virginia
$6.04M -$38.3K -469 -0.6%
VFA
308
Voya Financial Advisors
Connecticut
$5.97M +$206K +2,518 +4%
WS
309
Wedbush Securities
California
$5.85M +$332K +4,058 +6%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$5.82M +$2.18M +26,664 +60%
WBC
311
Westpac Banking Corp
Australia
$5.76M +$513K +6,273 +10%
SS
312
Simplicity Solutions
Minnesota
$5.72M +$1.91M +23,325 +51%
IAA
313
Independent Advisor Alliance
North Carolina
$5.71M +$164K +2,003 +3%
TF
314
TIAA FSB
Florida
$5.69M +$515K +6,306 +10%
GIM
315
Goelzer Investment Management
Indiana
$5.69M -$250K -3,055 -4%
FAF
316
Första AP-fonden
Sweden
$5.63M -$12.8M -156,802 -70%
UCFA
317
United Capital Financial Advisors
Texas
$5.63M +$148K +1,817 +3%
SWP
318
Stratos Wealth Partners
Ohio
$5.6M +$1M +12,287 +22%
MIA
319
MainStreet Investment Advisors
Illinois
$5.54M +$376K +4,605 +7%
CA
320
Commerzbank Aktiengesellschaft
Germany
$5.49M -$1.84M -22,522 -25%
CCT
321
Chemung Canal Trust
New York
$5.48M +$333K +4,074 +7%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$5.43M +$123K +1,507 +2%
SG Americas Securities
323
SG Americas Securities
New York
$5.31M +$4.02M +49,234 +331%
RJT
324
Raymond James Trust
Florida
$5.23M -$134K -1,641 -3%
WC
325
Wexford Capital
Florida
$5.21M -$6.6M -80,829 -56%

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.