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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
551
Birch Hill Investment Advisors
Massachusetts
$1.58M
AOWM
552
Alpha Omega Wealth Management
Virginia
$1.58M +$1.37K +18 +0.1%
PWPCM
553
Perella Weinberg Partners Capital Management
New York
$1.57M -$293K -3,849 -16%
WI
554
WrapManager Inc
California
$1.56M -$43.6K -572 -3%
DCM
555
Dupont Capital Management
Delaware
$1.56M -$745K -9,782 -33%
GT
556
Glenview Trust
Kentucky
$1.56M -$134K -1,765 -8%
CB
557
Chemical Bank
Michigan
$1.56M -$9.6K -126 -0.6%
WPC
558
Waters Parkerson & Co
Louisiana
$1.55M
BMO
559
Beck Mack & Oliver
New York
$1.55M
NIPH
560
NN Investment Partners Holdings
Netherlands
$1.53M +$1.35M +17,732 +870%
SIG
561
Sky Investment Group
Connecticut
$1.52M +$8.38K +110 +0.6%
LAIC
562
Lederer & Associates Investment Counsel
California
$1.51M +$13.3K +175 +0.9%
ClearBridge Investments
563
ClearBridge Investments
New York
$1.51M -$111K -1,461 -7%
TPA
564
Trivium Point Advisory
Connecticut
$1.5M +$12.6K +165 +0.9%
SYBT
565
Stock Yards Bank & Trust
Kentucky
$1.5M +$16.8K +220 +1%
HWA
566
Heritage Wealth Advisors
Virginia
$1.5M +$33.1K +434 +2%
GI
567
GAMCO Investors
Connecticut
$1.49M -$6.1K -80 -0.4%
LNC
568
Lincoln National Corp
Pennsylvania
$1.49M +$169K +2,219 +13%
VCA
569
Verdence Capital Advisors
Maryland
$1.48M -$252K -3,310 -15%
MIP
570
Marietta Investment Partners
Wisconsin
$1.46M
MRCM
571
M&R Capital Management
New Jersey
$1.45M
WC
572
Woodstock Corp
Massachusetts
$1.45M +$52.6K +690 +4%
LKIM
573
Lawson Kroeker Investment Management
Nebraska
$1.44M -$13.3K -175 -0.9%
PMG
574
ProVise Management Group
Florida
$1.43M +$71.3K +936 +5%
PNC
575
Park National Corp
Ohio
$1.42M +$3.43K +45 +0.2%

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.