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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
NMIMC
476
Northwestern Mutual Investment Management Company
Wisconsin
$2.65M +$55.1K +674 +2%
PJSIMP
477
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.65M -$91.2K -1,116 -3%
MFWM
478
Motley Fool Wealth Management
Virginia
$2.65M +$443K +5,421 +20%
JIC
479
Johnson Investment Counsel
Ohio
$2.63M +$40.7K +498 +2%
CPIA
480
Cornell Pochily Investment Advisors
New York
$2.63M +$15.4K +189 +0.6%
TMAM
481
Tokio Marine Asset Management
Japan
$2.59M +$108K +1,323 +4%
VFA
482
Valeo Financial Advisors
Indiana
$2.58M +$2.55M +31,193 New
CIAS
483
Capital Investment Advisory Services
North Carolina
$2.58M +$130K +1,591 +5%
WSTAM
484
Wilbanks Smith & Thomas Asset Management
Virginia
$2.58M -$154K -1,889 -6%
AF
485
Advisornet Financial
Minnesota
$2.56M +$33.6K +411 +1%
AAF
486
Andra AP-fonden
Sweden
$2.56M +$392K +4,800 +18%
AF
487
Aldebaran Financial
$2.52M -$416K -5,096 -14%
JWCA
488
J.W. Cole Advisors
Florida
$2.5M +$2.47M +30,229 New
AAS
489
Avantax Advisory Services
Texas
$2.5M +$733K +8,968 +42%
PFSC
490
Peoples Financial Services Corp
Pennsylvania
$2.5M -$8.17K -100 -0.3%
MYAM
491
Meiji Yasuda Asset Management
Japan
$2.5M +$5.72K +70 +0.2%
SB
492
Simmons Bank
Arkansas
$2.47M +$163K +1,998 +7%
BCM
493
BTC Capital Management
Iowa
$2.46M +$162K +1,984 +7%
SPC
494
Sigma Planning Corp
Michigan
$2.46M -$221K -2,707 -8%
LDB
495
Lee, Danner & Bass
Tennessee
$2.45M +$21.2K +260 +0.9%
OCM
496
Orleans Capital Management
Louisiana
$2.45M +$1.63K +20 +0.1%
WWM
497
Willingdon Wealth Management
North Carolina
$2.41M -$39.4K -482 -2%
PFS
498
Prospera Financial Services
Texas
$2.39M -$53.9K -660 -2%
RAM
499
Redmond Asset Management
Virginia
$2.39M -$48.6K -595 -2%
CIA
500
Capital Investment Advisors
Georgia
$2.39M -$15.4K -188 -0.6%

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.