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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
FMT
601
First Mercantile Trust
Tennessee
$1.57M -$59.8K -732 -4%
MIP
602
Marietta Investment Partners
Wisconsin
$1.56M
RB
603
Rodgers Brothers
Pennsylvania
$1.56M +$572 +7 +0%
BRWA
604
B. Riley Wealth Advisors
Florida
$1.56M +$277K +3,396 +22%
GLR
605
Great Lakes Retirement
Ohio
$1.55M +$1.53M +18,759 New
FCBT
606
First Citizens Bank & Trust
North Carolina
$1.55M -$149K -1,826 -9%
CK
607
Cohen Klingenstein
New York
$1.55M
HC
608
HNP Capital
New York
$1.54M +$518K +6,334 +51%
AF
609
AMG Funds
Connecticut
$1.53M -$169K -2,067 -10%
HCA
610
Horan Capital Advisors
Ohio
$1.53M -$33.1K -405 -2%
KA
611
Kovack Advisors
Florida
$1.52M -$87.2K -1,067 -5%
VNIM
612
Vaughan Nelson Investment Management
Texas
$1.52M
WCM
613
Whitener Capital Management
North Carolina
$1.52M +$145K +1,778 +11%
VRM
614
Vectors Research Management
New York
$1.52M +$483K +5,910 +48%
EM
615
ELCO Management
New York
$1.51M -$243K -2,980 -14%
MRCM
616
M&R Capital Management
New Jersey
$1.48M -$37K -453 -2%
MFG
617
MidWestOne Financial Group
Iowa
$1.48M +$39K +477 +3%
YMRC
618
Yorktown Management & Research Company
Virginia
$1.47M
SWM
619
SeaCrest Wealth Management
New York
$1.47M +$214K +2,615 +17%
TSWM
620
Triangle Securities Wealth Management
North Carolina
$1.47M +$7.11K +87 +0.5%
PNC
621
Park National Corp
Ohio
$1.46M -$8.17K -100 -0.6%
EP
622
Eudaimonia Partners
Tennessee
$1.46M +$1.44M +17,602 New
MHC
623
Meyer Handelman Company
New York
$1.46M -$16.3K -200 -1%
AW
624
ACG Wealth
Georgia
$1.45M -$273K -3,347 -16%
PP
625
Patten & Patten
Tennessee
$1.44M +$82 +1 +0%

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.