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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
RFA
551
Reilly Financial Advisors
California
$1.97M +$20K +245 +1%
IA
552
IFG Advisory
Georgia
$1.96M +$12.6K +154 +0.7%
CM
553
CS McKee
Pennsylvania
$1.95M
SEEDPG
554
S.E.E.D. Planning Group
New York
$1.94M +$1.91M +23,381 New
BRG
555
Bay Rivers Group
Virginia
$1.93M +$1.91M +23,350 New
MIAN
556
Mariner Independent Advisor Network
Kansas
$1.92M +$11K +135 +0.6%
ZCA
557
Zeke Capital Advisors
Pennsylvania
$1.9M +$1.88M +22,989 New
RMC
558
Resources Management Corp
Connecticut
$1.89M -$10.2K -125 -0.5%
VFP
559
Verus Financial Partners
Virginia
$1.88M -$7.19K -88 -0.4%
HCM
560
Hall Capital Management
Rhode Island
$1.88M -$32.7K -400 -2%
CI
561
Cigna Investments
Connecticut
$1.87M -$160K -1,960 -8%
TL
562
TrueWealth LLC
Georgia
$1.85M +$2.53K +31 +0.1%
TH
563
TCTC Holdings
Texas
$1.84M +$19.6K +240 +1%
OAM
564
Optimal Asset Management
California
$1.82M +$1.8M +22,036 New
AMI
565
Amica Mutual Insurance
Rhode Island
$1.82M -$933K -11,420 -34%
SFG
566
SevenBridge Financial Group
Pennsylvania
$1.81M +$134K +1,636 +8%
FA
567
FDx Advisors
Illinois
$1.8M -$19.7K -241 -1%
BCM
568
Bluefin Capital Management
New York
$1.8M +$1.78M +21,780 New
AWA
569
Arete Wealth Advisors
Illinois
$1.8M -$19.6K -240 -1%
NAM
570
NTV Asset Management
West Virginia
$1.8M +$140K +1,719 +9%
CCM
571
Chickasaw Capital Management
Tennessee
$1.8M
SB
572
Strategic Blueprint
Georgia
$1.8M -$39.4K -482 -2%
GT
573
Glenview Trust
Kentucky
$1.8M -$14.3K -175 -0.8%
SLI
574
Sumitomo Life Insurance
Japan
$1.78M +$99.2K +1,214 +6%
DJSG
575
D.J. St. Germain
Massachusetts
$1.78M +$628K +7,680 +56%

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.