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Dominion Energy
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Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
3
State Street
State Street
Massachusetts
$3.69B
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.7B
5
Cohen & Steers
Cohen & Steers
New York
$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$764M
2
ZP
Zimmer Partners
New York
$0
3
Franklin Resources
Franklin Resources
California
$1.74B
4
Federated Hermes
Federated Hermes
Pennsylvania
$545M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
326
Colonial Trust Advisors
South Carolina
$5.19M -$205K -2,474 -4%
WLPWM
327
Walled Lake Planning & Wealth Management
Illinois
$5.17M +$5.17M +62,439 New
ISB
328
Iowa State Bank
Iowa
$5.13M +$17.3K +209 +0.3%
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$5.12M – – –
SC
330
Stralem & Co
New York
$5.12M -$1.26M -15,175 -20%
EWM
331
Executive Wealth Management
Michigan
$5.05M +$418K +5,049 +9%
AC
332
Allstate Corporation
Illinois
$5.04M +$82.8K +1,000 +2%
BAM
333
Bruderman Asset Management
New York
$5.02M -$704K -8,595 -12%
AF
334
Ally Financial
Michigan
$4.97M +$4.97M +60,000 New
AIM
335
Anchor Investment Management
South Carolina
$4.95M +$120K +1,446 +2%
CA
336
Callahan Advisors
Texas
$4.94M +$301K +3,634 +6%
FC
337
FORA Capital
Florida
$4.9M +$4.9M +59,118 New
PAM
338
Palisade Asset Management
Minnesota
$4.87M +$179K +2,158 +4%
BCV
339
Banque Cantonale Vaudoise
Switzerland
$4.87M +$4.87M +58,875 New
Wealthfront Advisers
340
Wealthfront Advisers
California
$4.83M +$195K +2,353 +4%
BFA
341
Bragg Financial Advisors
North Carolina
$4.81M +$406K +4,900 +9%
BFS
342
Bradley Foster & Sargent
Connecticut
$4.77M +$30.6K +369 +0.6%
CCP
343
Corient Capital Partners
California
$4.72M +$102K +1,233 +2%
FG
344
Fiduciary Group
Georgia
$4.68M +$706K +8,525 +18%
FNFDCM
345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.64M +$26.1K +315 +0.6%
AFG
346
Albion Financial Group
Utah
$4.62M +$274K +3,306 +6%
CB
347
Community Bank
New York
$4.59M -$6.79K -82 -0.1%
BC
348
Brinker Capital
Pennsylvania
$4.59M +$388K +4,684 +9%
LIM
349
Leavell Investment Management
Alabama
$4.59M +$329K +3,975 +8%
JAM
350
Jolley Asset Management
North Carolina
$4.57M -$330K -3,983 -7%
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