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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
BSW
501
Buckingham Strategic Wealth
Missouri
$1.63M +$20.7K +283 +1%
GT
502
Glenview Trust
Kentucky
$1.62M +$6.58K +90 +0.4%
BFM
503
Boothbay Fund Management
New York
$1.62M +$744K +10,177 +82%
VFP
504
Verus Financial Partners
Virginia
$1.61M
SLF
505
Sun Life Financial
Ontario, Canada
$1.6M -$154K -2,101 -9%
Cohen & Steers
506
Cohen & Steers
New York
$1.59M +$47.7K +653 +3%
HCM
507
Hall Capital Management
Rhode Island
$1.58M +$731 +10 +0%
PCM
508
Penserra Capital Management
California
$1.58M -$159K -2,175 -9%
AIA
509
Armor Investment Advisors
North Carolina
$1.57M +$43.8K +600 +3%
VIA
510
Vident Investment Advisory
Georgia
$1.57M +$426K +5,835 +36%
BCM
511
Brookstone Capital Management
Illinois
$1.57M +$786K +10,758 +96%
SC
512
Slow Capital
California
$1.56M +$110K +1,505 +7%
SSB
513
Sandy Spring Bank
Maryland
$1.55M +$28.6K +392 +2%
AMI
514
Amica Mutual Insurance
Rhode Island
$1.55M
AWA
515
Arete Wealth Advisors
Illinois
$1.54M +$2.92K +40 +0.2%
DCM
516
Dupont Capital Management
Delaware
$1.53M +$502K +6,871 +47%
SFA
517
Semmax Financial Advisors
North Carolina
$1.53M +$1.56M +21,394 New
KTM
518
Keeler Thomas Management
Utah
$1.52M +$800K +10,950 +105%
MSU
519
Mizuho Securities USA
New York
$1.52M +$1.55M +21,275 New
OI
520
Oakbrook Investments
Illinois
$1.52M -$167K -2,280 -10%
PHK
521
Point72 Hong Kong
Hong Kong
$1.52M +$1.55M +21,228 New
ZB
522
Zions Bancorporation
Utah
$1.5M -$54.1K -740 -3%
ClearBridge Investments
523
ClearBridge Investments
New York
$1.5M +$49.3K +675 +3%
TA
524
TFG Advisers
Michigan
$1.5M +$1.53M +20,966 New
MCM
525
Maryland Capital Management
Maryland
$1.49M -$31.4K -430 -2%

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.