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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
GCA
576
Gideon Capital Advisors
New York
$1.25M +$613K +8,386 +92%
MIM
577
Marco Investment Management
Georgia
$1.24M -$18.3K -250 -1%
CIC
578
Carnegie Investment Counsel
Ohio
$1.22M -$127K -1,735 -9%
HR
579
Hayden Royal
North Carolina
$1.2M +$1.23M +16,838 New
Jones Financial Companies
580
Jones Financial Companies
Missouri
$1.2M -$337K -4,615 -22%
HTC
581
Haverford Trust Company
Pennsylvania
$1.19M -$1.83K -25 -0.2%
Nomura Holdings
582
Nomura Holdings
Japan
$1.18M +$642K +8,781 +113%
SMM
583
Stadion Money Management
Georgia
$1.18M -$162K -2,214 -12%
HWA
584
Heritage Wealth Advisors
Virginia
$1.18M +$1.83K +25 +0.2%
BCM
585
Boltwood Capital Management
California
$1.18M -$30.5K -418 -2%
AIC
586
Ameritas Investment Company
Nebraska
$1.17M +$1.2M +16,385 New
BEC
587
Blue Edge Capital
Virginia
$1.17M +$585 +8 +0%
TFA
588
Toth Financial Advisory
Virginia
$1.17M +$810K +11,085 +212%
FMT
589
First Mercantile Trust
Tennessee
$1.16M +$41.4K +566 +4%
TC
590
Toews Corporation
New Jersey
$1.14M +$1.17M +16,000 New
WCM
591
Whitener Capital Management
North Carolina
$1.13M +$49K +671 +4%
TH
592
TCTC Holdings
Texas
$1.13M +$62.1K +850 +6%
VCA
593
Verdence Capital Advisors
Maryland
$1.13M -$349K -4,779 -23%
BS
594
Boenning & Scattergood
Pennsylvania
$1.12M +$35.4K +485 +3%
QCMA
595
Quad Capital Management Advisors
New York
$1.11M +$1.14M +15,556 New
BAM
596
Blueshift Asset Management
New Jersey
$1.11M +$1.14M +15,547 New
GBT
597
Grove Bank & Trust
Florida
$1.11M -$52.8K -723 -4%
PWLP
598
Prio Wealth Limited Partnership
Massachusetts
$1.1M -$4.09K -56 -0.4%
IA
599
IFG Advisory
Georgia
$1.1M +$180K +2,465 +19%
TL
600
TrueWealth LLC
Georgia
$1.1M -$89.3K -1,222 -7%

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.