D icon

Dominion Energy
D

Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
3
State Street
State Street
Massachusetts
$3.69B
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.7B
5
Cohen & Steers
Cohen & Steers
New York
$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$764M
2
ZP
Zimmer Partners
New York
$0
3
Franklin Resources
Franklin Resources
California
$1.74B
4
Federated Hermes
Federated Hermes
Pennsylvania
$545M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
501
Carroll Financial Associates
North Carolina
$2.38M +$103K +1,243 +5%
Wealth Enhancement Advisory Services
502
Wealth Enhancement Advisory Services
Minnesota
$2.35M -$2.23M -26,930 -49%
FBT
503
First Bank & Trust
South Dakota
$2.35M -$22.4K -270 -0.9%
SSB
504
Sandy Spring Bank
Maryland
$2.33M +$153K +1,853 +7%
MCP
505
Martin Capital Partners
Oregon
$2.33M +$68.2K +824 +3%
SIG
506
Sky Investment Group
Connecticut
$2.33M +$98.6K +1,190 +4%
IA
507
Icon Advisers
Colorado
$2.33M – – –
OLA
508
Oliver Luxxe Assets
New Jersey
$2.33M +$12K +145 +0.5%
LBC
509
Lowe Brockenbrough & Co
Virginia
$2.32M -$2.9K -35 -0.1%
PAS
510
Park Avenue Securities
New York
$2.31M +$311K +3,760 +16%
MCM
511
Murphy Capital Management
New Jersey
$2.31M -$106K -1,275 -4%
DF
512
Donoghue Forlines
Massachusetts
$2.3M +$2.3M +27,796 New
WJWM
513
Williams Jones Wealth Management
New York
$2.28M +$1.76M +21,270 +337%
SCP
514
Shorepoint Capital Partners
Massachusetts
$2.27M +$51K +616 +2%
GI
515
Gradient Investments
Minnesota
$2.26M +$119K +1,440 +6%
II
516
Inspire Investing
Idaho
$2.25M +$18.4K +222 +0.8%
PS
517
Pensionfund Sabic
Netherlands
$2.24M – – –
ACM
518
AlphaCrest Capital Management
New York
$2.23M -$218K -2,626 -9%
GP
519
Girard Partners
Pennsylvania
$2.21M +$9.36K +113 +0.4%
CA
520
Cetera Advisors
Colorado
$2.2M -$49.4K -598 -2%
RWA
521
River Wealth Advisors
Pennsylvania
$2.18M +$50.9K +615 +2%
NB
522
NBT Bank
New York
$2.17M -$52.8K -637 -2%
Bessemer Group
523
Bessemer Group
New Jersey
$2.16M +$12.4K +150 +0.6%
CI Investments Inc
524
CI Investments Inc
Ontario, Canada
$2.14M -$409K -4,935 -16%
AWM
525
Arbor Wealth Management
Florida
$2.14M +$42.5K +513 +2%
19 20
21
22 23