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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
AWM
526
Arbor Wealth Management
Florida
$2.14M +$41.9K +513 +2%
SNT
527
Security National Trust
West Virginia
$2.13M -$14.1K -172 -0.7%
MERSOM
528
Municipal Employees' Retirement System of Michigan
Michigan
$2.13M -$110K -1,350 -5%
CFB
529
Cullen/Frost Bankers
Texas
$2.12M -$232K -2,835 -10%
HWM
530
Hohimer Wealth Management
Washington
$2.12M +$2.09M +25,628 New
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$2.1M +$151K +1,853 +8%
S
532
Surevest
California
$2.1M +$443K +5,425 +27%
BFA
533
Benedict Financial Advisors
Georgia
$2.08M +$2.21K +27 +0.1%
AIA
534
Armor Investment Advisors
North Carolina
$2.06M +$40.3K +493 +2%
CWM
535
Chronos Wealth Management
Florida
$2.04M +$2.01M +24,592 New
PT
536
Plimoth Trust
Massachusetts
$2.04M -$12.3K -150 -0.6%
OWD
537
Osborn Williams & Donohoe
Ohio
$2.04M +$21.2K +259 +1%
Holocene Advisors
538
Holocene Advisors
New York
$2.03M +$1.05M +12,866 +111%
BWM
539
BerganKDV Wealth Management
Minnesota
$2.03M -$144K -1,764 -7%
TA
540
TFG Advisers
Michigan
$2.03M +$5.8K +71 +0.3%
GWMIA
541
Global Wealth Management Investment Advisory
Florida
$2.02M +$68.1K +833 +4%
ZB
542
Zions Bancorporation
Utah
$2.01M -$141K -1,721 -7%
LNC
543
Lincoln National Corp
Pennsylvania
$2M +$306K +3,742 +18%
VIA
544
Vident Investment Advisory
Georgia
$2M -$75.3K -922 -4%
AA
545
Ancora Advisors
Ohio
$2M +$77.9K +954 +4%
BSW
546
Buckingham Strategic Wealth
Missouri
$2M -$48.6K -595 -2%
GIM
547
Groesbeck Investment Management
New Jersey
$1.99M -$61.3K -750 -3%
MBTD
548
Mechanics Bank - Trust Department
California
$1.99M -$2.04K -25 -0.1%
CANC
549
Culbertson A N & Co
Virginia
$1.98M -$43.2K -529 -2%
GSC
550
G&S Capital
Colorado
$1.97M +$1.95M +23,829 New

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.