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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
MIP
551
Marietta Investment Partners
Wisconsin
$1.35M
DADC
552
D.A. Davidson & Co
Montana
$1.34M +$248K +3,390 +22%
JWM
553
JGP Wealth Management
Oregon
$1.34M -$41.1K -563 -3%
OWA
554
Outlook Wealth Advisors
Texas
$1.33M +$136K +1,856 New
WC
555
Woodstock Corp
Massachusetts
$1.32M -$15.7K -215 -1%
VNIM
556
Vaughan Nelson Investment Management
Texas
$1.31M
TPA
557
Trivium Point Advisory
Connecticut
$1.31M +$1.34M +18,326 New
IA
558
IFP Advisors
Florida
$1.31M -$177K -2,420 -12%
BHWM
559
Bar Harbor Wealth Management
New Hampshire
$1.3M -$24.3K -333 -2%
MHC
560
Meyer Handelman Company
New York
$1.29M
HI
561
Horizon Investments
North Carolina
$1.29M +$451K +6,178 +52%
WI
562
WrapManager Inc
California
$1.29M -$51.7K -707 -4%
Bessemer Group
563
Bessemer Group
New Jersey
$1.29M +$44.3K +606 +3%
DBRC
564
D.B. Root & Company
Pennsylvania
$1.28M -$99.3K -1,359 -7%
SIG
565
Sky Investment Group
Connecticut
$1.28M -$11.7K -160 -0.9%
NIM
566
NXG Investment Management
Texas
$1.28M -$6.9M -94,500 -84%
HH
567
Hilltop Holdings
Texas
$1.28M -$259K -3,538 -17%
BHBT
568
Burke & Herbert Bank & Trust
Virginia
$1.27M +$198K +2,716 +18%
PP
569
Patten & Patten
Tennessee
$1.27M +$5.48K +75 +0.4%
BAS
570
Brown Advisory Securities
Maryland
$1.27M +$146 +2 +0%
GWM
571
Geneos Wealth Management
Colorado
$1.26M +$192K +2,626 +18%
PT
572
Plimoth Trust
Massachusetts
$1.26M -$43.2K -591 -3%
ACM
573
Azimuth Capital Management
Michigan
$1.26M -$11.3K -155 -0.9%
TSWM
574
Triangle Securities Wealth Management
North Carolina
$1.25M -$24.8K -340 -2%
PAS
575
Park Avenue Securities
New York
$1.25M +$175K +2,395 +15%

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.