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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$204M +$31.2M +427,531 +18%
Swiss National Bank
27
Swiss National Bank
Switzerland
$198M +$2.05M +28,000 +1%
Charles Schwab
28
Charles Schwab
California
$191M +$8.11M +110,942 +4%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$188M +$28.3M +387,132 +18%
UBS AM
30
UBS AM
Illinois
$185M +$9.27M +126,917 +5%
EIP
31
Epoch Investment Partners
New York
$185M -$25.2M -345,048 -12%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$145M +$8.1M +110,820 +6%
LM
33
Luminus Management
Texas
$139M +$83.4M +1,142,075 +141%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$138M -$1.86M -25,499 -1%
RJA
35
Raymond James & Associates
Florida
$132M -$3.23M -44,161 -2%
Ameriprise
36
Ameriprise
Minnesota
$121M +$3.37M +46,111 +3%
WHRC
37
W.H. Reaves & Co
New Jersey
$111M -$15.8M -216,900 -12%
PPA
38
Parametric Portfolio Associates
Washington
$99.7M +$16.6M +226,566 +19%
DC
39
Davenport & Co
Virginia
$99.1M -$220K -3,012 -0.2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$97.9M -$12.6M -172,269 -11%
Citadel Advisors
41
Citadel Advisors
Florida
$92.5M +$88.1M +1,205,992 +1,354%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.4M -$3.21M -43,994 -3%
TA
43
Teachers Advisors
New York
$88.5M +$842K +11,518 +0.9%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$87.4M +$4.58M +62,702 +5%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$86.8M -$21.4M -293,500 -19%
UBS Group
46
UBS Group
Switzerland
$84.6M +$7.26M +99,337 +9%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$82.4M +$2.29M +31,317 +3%
Asset Management One
48
Asset Management One
Japan
$82.4M +$481K +6,577 +0.6%
DPIM
49
Duff & Phelps Investment Management
Illinois
$80.9M +$9.71M +132,904 +13%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$78.9M +$1.12M +15,376 +1%

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.