We are live on ! Find out more
D icon

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
CCM
451
Chickasaw Capital Management
Tennessee
$2.03M
Assenagon Asset Management
452
Assenagon Asset Management
Luxembourg
$2.02M -$869K -11,894 -30%
Allianz Asset Management
453
Allianz Asset Management
Germany
$2.01M -$693K -9,481 -25%
PFSC
454
Peoples Financial Services Corp
Pennsylvania
$2.01M +$18.3K +250 +0.9%
MBTD
455
Mechanics Bank - Trust Department
California
$2M -$32.9K -450 -2%
GAM
456
Gotham Asset Management
New York
$1.99M -$2.04M -27,952 -50%
CCM
457
Canal Capital Management
Virginia
$1.98M -$76.5K -1,047 -4%
NB
458
NBT Bank
New York
$1.97M -$94.1K -1,288 -4%
CPIA
459
Cornell Pochily Investment Advisors
New York
$1.95M +$159K +2,175 +9%
OSIA
460
O'Shares Investment Advisers
Massachusetts
$1.94M +$1.98M +27,132 New
AIL
461
AGF Investments LLC
Ontario, Canada
$1.94M +$114K +1,554 +6%
BNP Paribas Asset Management
462
BNP Paribas Asset Management
France
$1.9M +$494K +6,762 +35%
BWM
463
BerganKDV Wealth Management
Minnesota
$1.9M +$12K +164 +0.6%
AIC
464
Aurora Investment Counsel
Georgia
$1.89M +$43.3K +592 +2%
CFA
465
Carroll Financial Associates
North Carolina
$1.87M +$955K +13,077 +100%
FBT
466
First Bank & Trust
South Dakota
$1.87M +$57.9K +792 +3%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$1.86M +$613K +8,395 +48%
EWM
468
Evercore Wealth Management
New York
$1.86M +$133K +1,819 +8%
GP
469
Girard Partners
Pennsylvania
$1.84M +$39.1K +535 +2%
CIA
470
Capital Investment Advisors
Georgia
$1.84M +$31K +424 +2%
EM
471
ELCO Management
New York
$1.82M -$102K -1,390 -5%
AA
472
Ancora Advisors
Ohio
$1.81M -$124K -1,700 -6%
AF
473
Aldebaran Financial
$1.81M +$7.38K +101 +0.4%
WWM
474
Willingdon Wealth Management
North Carolina
$1.79M -$132K -1,803 -7%
SNT
475
Security National Trust
West Virginia
$1.79M -$8.04K -110 -0.4%

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.