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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
MC
401
Moors & Cabot
Massachusetts
$3.67M +$47.1K +577 +1%
CCG
402
Cypress Capital Group
Florida
$3.67M +$37.5K +459 +1%
ANI
403
American National Insurance
Texas
$3.67M -$355K -4,350 -9%
OSIA
404
O'Shares Investment Advisers
Massachusetts
$3.66M +$191K +2,342 +6%
SBSB
405
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.6M -$9.56K -117 -0.3%
CGH
406
Crossmark Global Holdings
Texas
$3.57M +$16.9K +207 +0.5%
GG
407
Gofen & Glossberg
Illinois
$3.56M -$18.4K -225 -0.5%
PA
408
Pinnacle Associates
New York
$3.56M +$157K +1,921 +5%
HFM
409
Hartford Financial Management
Connecticut
$3.56M +$41.6K +509 +1%
DFA
410
Delta Financial Advisors
Louisiana
$3.54M -$19.4K -237 -0.6%
WCM
411
Windward Capital Management
California
$3.54M +$650K +7,951 +23%
Caisse de Depot et Placement du Quebec (CDPQ)
412
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.53M -$678K -8,300 -16%
V
413
Veritable
Delaware
$3.52M -$19.1K -234 -0.5%
KRS
414
Kentucky Retirement Systems
Kentucky
$3.51M +$18.7K +229 +0.5%
AOWM
415
Alpha Omega Wealth Management
Virginia
$3.5M -$69.4K -849 -2%
VWM
416
Valley Wealth Managers
New Jersey
$3.47M -$171K -2,087 -5%
PDN
417
Pensionfund DSM Netherlands
Netherlands
$3.43M
DIA
418
Dean Investment Associates
Ohio
$3.42M -$94.4K -1,155 -3%
CI
419
Conning Inc
Connecticut
$3.4M
EFIC
420
Eliot Finkel Investment Counsel
California
$3.39M -$38.4K -470 -1%
DA
421
Duality Advisers
Florida
$3.37M -$2.23M -27,281 -40%
FBT
422
First Bankers Trust
Kentucky
$3.36M +$357K +4,368 +12%
MFG
423
Monte Financial Group
Connecticut
$3.36M +$27K +330 +0.8%
BB
424
Bell Bank
North Dakota
$3.36M -$4.58K -56 -0.1%
FAAS
425
First Allied Advisory Services
California
$3.34M -$89K -1,089 -3%

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.