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Dominion Energy
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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
+$251M
3
State Street
State Street
Massachusetts
+$226M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M
5
Cohen & Steers
Cohen & Steers
New York
+$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$653M
2
ZP
Zimmer Partners
New York
-$172M
3
Franklin Resources
Franklin Resources
California
-$76M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$59M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
526
Security National Trust
West Virginia
$2.13M -$14.2K -172 -0.7%
MERSOM
527
Municipal Employees' Retirement System of Michigan
Michigan
$2.13M -$112K -1,350 -5%
CFB
528
Cullen/Frost Bankers
Texas
$2.12M -$235K -2,835 -10%
HWM
529
Hohimer Wealth Management
Washington
$2.12M +$2.12M +25,628 New
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$2.1M +$153K +1,853 +8%
S
531
Surevest
California
$2.1M +$449K +5,425 +27%
BFA
532
Benedict Financial Advisors
Georgia
$2.08M +$2.24K +27 +0.1%
AIA
533
Armor Investment Advisors
North Carolina
$2.06M +$40.8K +493 +2%
CWM
534
Chronos Wealth Management
Florida
$2.04M +$2.04M +24,592 New
PT
535
Plimoth Trust
Massachusetts
$2.04M -$12.4K -150 -0.6%
OWD
536
Osborn Williams & Donohoe
Ohio
$2.04M +$21.4K +259 +1%
Holocene Advisors
537
Holocene Advisors
New York
$2.03M +$1.07M +12,866 +111%
BWM
538
BerganKDV Wealth Management
Minnesota
$2.03M -$146K -1,764 -7%
TA
539
TFG Advisers
Michigan
$2.03M +$5.88K +71 +0.3%
GWMIA
540
Global Wealth Management Investment Advisory
Florida
$2.03M +$69K +833 +4%
ZB
541
Zions Bancorporation
Utah
$2.01M -$143K -1,721 -7%
LNC
542
Lincoln National Corp
Pennsylvania
$2.01M +$310K +3,742 +18%
VIA
543
Vident Investment Advisory
Georgia
$2M -$76.4K -922 -4%
AA
544
Ancora Advisors
Ohio
$2M +$79K +954 +4%
BSW
545
Buckingham Strategic Wealth
Missouri
$2M -$49.3K -595 -2%
GIM
546
Groesbeck Investment Management
New Jersey
$1.99M -$62.1K -750 -3%
MBTD
547
Mechanics Bank - Trust Department
California
$1.99M -$2.07K -25 -0.1%
CANC
548
Culbertson A N & Co
Virginia
$1.98M -$43.8K -529 -2%
GSC
549
G&S Capital
Colorado
$1.97M +$1.97M +23,829 New
RFA
550
Reilly Financial Advisors
California
$1.97M +$20.3K +245 +1%
20 21
22
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