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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
TCOT
426
Trust Company of Toledo
Ohio
$2.37M -$8.33K -114 -0.3%
HWA
427
Heritage Way Advisors
Illinois
$2.35M +$101K +1,376 +4%
Loomis, Sayles & Company
428
Loomis, Sayles & Company
Massachusetts
$2.34M +$2.16M +29,603 +923%
SB
429
Simmons Bank
Arkansas
$2.29M +$14.6K +200 +0.6%
William Blair & Company
430
William Blair & Company
Illinois
$2.29M -$74.7K -1,023 -3%
BBHC
431
Brown Brothers Harriman & Co
New York
$2.28M -$369K -5,049 -14%
JIC
432
Johnson Investment Counsel
Ohio
$2.28M -$50.6K -693 -2%
LIA
433
LS Investment Advisors
Michigan
$2.27M -$172K -2,348 -7%
GIA
434
Gateway Investment Advisers
Ohio
$2.24M -$41.6K -570 -2%
WCM
435
Windward Capital Management
California
$2.24M +$102K +1,402 +5%
MCM
436
Murphy Capital Management
New Jersey
$2.21M -$153K -2,100 -6%
LBC
437
Lowe Brockenbrough & Co
Virginia
$2.2M -$76K -1,040 -3%
RAM
438
Redmond Asset Management
Virginia
$2.19M +$13.7K +187 +0.6%
DCM
439
Donaldson Capital Management
Indiana
$2.18M -$244K -3,334 -10%
ATC
440
Argent Trust Co
Tennessee
$2.15M +$411K +5,630 +23%
BCFS
441
Butensky & Cohen Financial Security
Florida
$2.15M +$27K +369 +1%
IA
442
Icon Advisers
Colorado
$2.14M +$373K +5,100 +21%
LDB
443
Lee, Danner & Bass
Tennessee
$2.12M +$19.9K +273 +0.9%
WIA
444
Wealthstreet Investment Advisors
Texas
$2.09M +$124K +1,700 +6%
SPC
445
Sigma Planning Corp
Michigan
$2.07M -$34.3K -470 -2%
OCM
446
Orleans Capital Management
Louisiana
$2.07M +$85.9K +1,175 +4%
Daiwa Securities Group
447
Daiwa Securities Group
Japan
$2.04M +$311K +4,261 +17%
KRS
448
Kentucky Retirement Systems
Kentucky
$2.04M +$52.2K +715 +3%
VCM
449
Violich Capital Management
California
$2.04M -$12.8K -175 -0.6%
CFB
450
Cullen/Frost Bankers
Texas
$2.03M +$455K +6,230 +28%

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.