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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
AP
576
Advisor Partners
California
$1.77M +$165K +2,015 +10%
FUBT
577
First United Bank & Trust
Maryland
$1.76M +$105K +1,289 +6%
JHCP
578
Jackson Hole Capital Partners
Oklahoma
$1.71M
D.E. Shaw & Co
579
D.E. Shaw & Co
New York
$1.71M -$643K -7,866 -28%
HWA
580
Heritage Wealth Advisors
Virginia
$1.7M +$63.1K +772 +4%
SC
581
Slow Capital
California
$1.7M -$50.2K -614 -3%
BHIA
582
Birch Hill Investment Advisors
Massachusetts
$1.7M
HPC
583
Hobart Private Capital
North Carolina
$1.69M +$80.5K +985 +5%
WPC
584
Waters Parkerson & Co
Louisiana
$1.67M +$8.99K +110 +0.5%
CNFG
585
Creegan & Nassoura Financial Group
New Hampshire
$1.65M +$1.63M +19,907 New
AIC
586
Ameritas Investment Company
Nebraska
$1.64M -$137K -1,671 -8%
BMO
587
Beck Mack & Oliver
New York
$1.63M -$16.3K -200 -1%
RIL
588
Rothschild Investment LLC
Illinois
$1.63M +$161K +1,975 +11%
PIA
589
Piedmont Investment Advisors
North Carolina
$1.63M +$222K +2,713 +16%
WC
590
Woodstock Corp
Massachusetts
$1.63M -$24.8K -303 -2%
BCWM
591
Bartlett & Co Wealth Management
Ohio
$1.62M -$36.6K -448 -2%
TPA
592
Trivium Point Advisory
Connecticut
$1.62M -$8.99K -110 -0.6%
LAIC
593
Lederer & Associates Investment Counsel
California
$1.62M -$4.9K -60 -0.3%
KRSITF
594
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.61M +$8.58K +105 +0.5%
FNBT
595
FineMark National Bank & Trust
Florida
$1.61M +$5.07K +62 +0.3%
SYBT
596
Stock Yards Bank & Trust
Kentucky
$1.61M -$1.63K -20 -0.1%
NC
597
NovaPoint Capital
Georgia
$1.61M +$1.59M +19,425 New
PMG
598
ProVise Management Group
Florida
$1.6M +$37.7K +462 +2%
DCM
599
Donaldson Capital Management
Indiana
$1.59M -$144K -1,761 -8%
TNB
600
TCF National Bank
South Dakota
$1.57M -$94.8K -1,160 -6%

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.