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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
Morgan Stanley
26
Morgan Stanley
New York
$302M +$27.6M +337,882 +10%
Charles Schwab
27
Charles Schwab
California
$298M +$3.48M +42,564 +1%
UBS AM
28
UBS AM
Illinois
$296M +$27.7M +339,472 +10%
Ameriprise
29
Ameriprise
Minnesota
$271M +$17.5M +213,606 +7%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$271M +$11.5M +140,366 +4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$267M -$3.86M -47,300 -1%
EIP
32
Epoch Investment Partners
New York
$240M +$38.6M +472,881 +19%
LCOV
33
London Company of Virginia
Virginia
$238M -$1.53M -18,698 -0.6%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$220M +$72.6M +888,626 +50%
Jennison Associates
35
Jennison Associates
New York
$214M +$48M +587,577 +30%
UBS Group
36
UBS Group
Switzerland
$212M +$58.6M +716,637 +39%
RJA
37
Raymond James & Associates
Florida
$202M +$3.08M +37,727 +2%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$200M +$26.1M +319,241 +15%
PPA
39
Parametric Portfolio Associates
Washington
$199M +$10.8M +132,744 +6%
CIA
40
ClearBridge Investments (Australia)
Australia
$187M +$16.8M +206,207 +10%
Citadel Advisors
41
Citadel Advisors
Florida
$172M +$53.8M +658,893 +46%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$171M +$16.4M +200,629 +11%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$154M -$2.13M -26,063 -1%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$143M +$141M +1,722,892 New
Prudential Financial
45
Prudential Financial
New Jersey
$142M -$24.1M -295,175 -15%
Barclays
46
Barclays
United Kingdom
$139M +$53.5M +654,820 +64%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$136M -$3.08M -37,700 -2%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$132M +$2.88M +35,226 +2%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$129M +$45.3M +554,500 +56%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$127M +$3.34M +40,847 +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.