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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
CCM
451
Canal Capital Management
Virginia
$3.02M +$195K +2,384 +7%
MCM
452
Maryland Capital Management
Maryland
$3.01M +$1.24M +15,133 +71%
EWM
453
Evercore Wealth Management
New York
$2.99M -$291K -3,565 -9%
SFA
454
Semmax Financial Advisors
North Carolina
$2.98M +$268K +3,286 +10%
SCM
455
Schnieders Capital Management
California
$2.95M +$83.8K +1,025 +3%
HKIM
456
Hayek Kallen Investment Management
Alabama
$2.91M -$5.15K -63 -0.2%
RCM
457
Radnor Capital Management
Pennsylvania
$2.89M -$8.17K -100 -0.3%
CIC
458
Canal Insurance Company
South Carolina
$2.86M
SC
459
SouthState Corp
Florida
$2.84M +$15.4K +189 +0.6%
HWA
460
Heritage Way Advisors
Illinois
$2.83M -$2.04K -25 -0.1%
FB
461
Fulton Bank
Pennsylvania
$2.82M -$71.3K -873 -2%
Daiwa Securities Group
462
Daiwa Securities Group
Japan
$2.81M +$65.4K +800 +2%
BBHC
463
Brown Brothers Harriman & Co
New York
$2.8M -$299K -3,663 -10%
ATC
464
Argent Trust Co
Tennessee
$2.8M +$212K +2,591 +8%
TCOT
465
Trust Company of Toledo
Ohio
$2.77M +$4.9K +60 +0.2%
LIA
466
LS Investment Advisors
Michigan
$2.77M -$92K -1,126 -3%
WCA
467
Westover Capital Advisors
Delaware
$2.73M +$2.69M +32,951 New
BGIM
468
Brandywine Global Investment Management
Pennsylvania
$2.72M -$735K -8,999 -21%
Assenagon Asset Management
469
Assenagon Asset Management
Luxembourg
$2.71M -$2.14M -26,135 -44%
DHFB
470
Dixon Hubard Feinour & Brown
Virginia
$2.71M -$61.9K -758 -2%
DADC
471
D.A. Davidson & Co
Montana
$2.71M +$75.5K +924 +3%
VWA
472
Visionary Wealth Advisors
Illinois
$2.67M +$2.63M +32,223 New
VCM
473
Violich Capital Management
California
$2.66M -$44.9K -550 -2%
KTM
474
Keeler Thomas Management
Utah
$2.66M +$123K +1,500 +5%
CHC
475
City Holding Co
West Virginia
$2.65M +$264K +3,230 +11%

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.