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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
WIA
501
Wealthstreet Investment Advisors
Texas
$2.38M -$28.6K -350 -1%
CFA
502
Carroll Financial Associates
North Carolina
$2.38M +$102K +1,243 +5%
Wealth Enhancement Advisory Services
503
Wealth Enhancement Advisory Services
Minnesota
$2.35M -$2.2M -26,930 -49%
FBT
504
First Bank & Trust
South Dakota
$2.35M -$22.1K -270 -0.9%
SSB
505
Sandy Spring Bank
Maryland
$2.33M +$151K +1,853 +7%
MCP
506
Martin Capital Partners
Oregon
$2.33M +$67.3K +824 +3%
SIG
507
Sky Investment Group
Connecticut
$2.33M +$97.2K +1,190 +4%
IA
508
Icon Advisers
Colorado
$2.33M
OLA
509
Oliver Luxxe Assets
New Jersey
$2.33M +$11.8K +145 +0.5%
LBC
510
Lowe Brockenbrough & Co
Virginia
$2.32M -$2.86K -35 -0.1%
PAS
511
Park Avenue Securities
New York
$2.31M +$307K +3,760 +16%
MCM
512
Murphy Capital Management
New Jersey
$2.31M -$104K -1,275 -4%
DF
513
Donoghue Forlines
Massachusetts
$2.3M +$2.27M +27,796 New
WJWM
514
Williams Jones Wealth Management
New York
$2.28M +$1.74M +21,270 +337%
SCP
515
Shorepoint Capital Partners
Massachusetts
$2.27M +$50.3K +616 +2%
GI
516
Gradient Investments
Minnesota
$2.26M +$118K +1,440 +6%
II
517
Inspire Investing
Idaho
$2.25M +$18.1K +222 +0.8%
PS
518
Pensionfund Sabic
Netherlands
$2.24M
ACM
519
AlphaCrest Capital Management
New York
$2.23M -$215K -2,626 -9%
GP
520
Girard Partners
Pennsylvania
$2.21M +$9.23K +113 +0.4%
CA
521
Cetera Advisors
Colorado
$2.2M -$48.9K -598 -2%
RWA
522
River Wealth Advisors
Pennsylvania
$2.18M +$50.3K +615 +2%
NB
523
NBT Bank
New York
$2.17M -$52K -637 -2%
Bessemer Group
524
Bessemer Group
New Jersey
$2.16M +$12.3K +150 +0.6%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$2.14M -$403K -4,935 -16%

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.