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Dominion Energy

1,257 hedge funds and large institutions have $33.4B invested in Dominion Energy in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 466 increasing their positions, 398 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 75

131% more funds holding in top 10

Funds holding in top 10: 1330 (+17)

60% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

17% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 398

7% more funds holding

Funds holding: 1,1701,257 (+87)

7% more capital invested

Capital invested by funds: $31.3B → $33.4B (+$2.08B)

3.77% more ownership

Funds ownership: 68.19%71.96% (+3.8%)

Holders
1,257
Holders Change
+87
Holders Change %
+7.44%
% of All Funds
28%
Holding in Top 10
30
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+130.77%
% of All Funds
0.67%
New
174
Increased
466
Reduced
398
Closed
75
Calls
$175M
Puts
$110M
Net Calls
+$65.8M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
376
Bank of Hawaii
Hawaii
$2.91M -$107K -1,463 -3%
FNT
377
First National Trust
Pennsylvania
$2.9M -$301K -4,121 -9%
XK
378
Xact Kapitalforvaltning
Sweden
$2.9M -$1.38M -18,841 -32%
RIL
379
Rothschild Investment LLC
Illinois
$2.89M -$2.1M -28,700 -42%
IAA
380
Independent Advisor Alliance
North Carolina
$2.89M +$8.99K +123 +0.3%
CIA
381
Covington Investment Advisors
Pennsylvania
$2.88M +$1.53K +21 +0.1%
PJSIMP
382
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.86M -$303K -4,143 -9%
OGC
383
One68 Global Capital
New York
$2.86M +$2.92M +40,000 New
FG
384
Fiduciary Group
Georgia
$2.84M +$268K +3,663 +10%
SSG
385
Summit Securities Group
New York
$2.82M +$2.89M +39,500 New
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$2.81M -$107K -1,466 -4%
WAM
387
World Asset Management
Michigan
$2.79M -$90.2K -1,234 -3%
ECM
388
ETrade Capital Management
Virginia
$2.79M -$118K -1,610 -4%
HFM
389
Hartford Financial Management
Connecticut
$2.78M +$120K +1,647 +4%
ECM
390
Exchange Capital Management
Michigan
$2.76M +$60.9K +833 +2%
BFA
391
Bragg Financial Advisors
North Carolina
$2.75M +$155K +2,124 +6%
Wealthfront Advisers
392
Wealthfront Advisers
California
$2.75M +$2.81M +38,479 New
Nordea Investment Management
393
Nordea Investment Management
Sweden
$2.74M +$198K +2,716 +8%
SRC
394
Shufro Rose & Co
New York
$2.74M -$9.43K -129 -0.3%
NEAM
395
New England Asset Management
Connecticut
$2.71M +$186K +2,550 +7%
FB
396
Fulton Bank
Pennsylvania
$2.71M -$73.2K -1,002 -3%
MFG
397
Monte Financial Group
Connecticut
$2.68M +$60.5K +828 +2%
II
398
IFM Investors
Australia
$2.67M +$234K +3,196 +9%
DIA
399
Dean Investment Associates
Ohio
$2.67M +$63.3K +866 +2%
AI
400
Atria Investments
North Carolina
$2.65M +$63.1K +863 +2%

D Hedge Fund Activity: Q4 2018 in Review

1,257 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2018, worth a combined $33.4B — up 6.6% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new D positions and 75 closed out — a net gain of 99 holders — while 466 added to existing stakes and 398 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $302M. The largest seller was Franklin Resources, cutting an estimated $261M.

  • 1,257 institutional investors held Dominion Energy (D) as of Q4 2018, up from 1,170 in Q3 2018.
  • Funds reported $33.4B of Dominion Energy stock for Q4 2018, up 6.6% quarter-over-quarter.
  • 174 funds opened new Dominion Energy positions in Q4 2018 and 75 closed out, a net change of +99 holders.
  • The largest Dominion Energy buyer in Q4 2018 was Goldman Sachs, an estimated $302M added.
  • The largest Dominion Energy seller in Q4 2018 was Franklin Resources, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2018.