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Dominion Energy
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Overview Fund Activity

1,255 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, 465 increasing their positions, 398 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+87
Holders Change %
+7.45%
% of All Funds
28.01%
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
465
Reduced
398
Closed
75
Calls
$175M
Puts
$110M
Net Calls
+$65.8M
Net Calls Change
-$131M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$296M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$272M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$197M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$121M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$255M
2
CCM
Causeway Capital Management
California
-$171M
3
CBOA
Commonwealth Bank of Australia
Australia
-$60.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$55.6M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
626
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$928K +$45.5K +636 +5%
AP
627
Advisor Partners
California
$926K +$257K +3,592 +38%
SWM
628
SeaCrest Wealth Management
New York
$924K -$4.22K -59 -0.5%
ST
629
Smithfield Trust
Pennsylvania
$904K -$76.7K -1,073 -8%
RB
630
Rodgers Brothers
Pennsylvania
$902K +$286K +4,005 +46%
ZCA
631
Zeke Capital Advisors
Pennsylvania
$898K +$534K +7,475 +147%
GH
632
GAM Holding
Switzerland
$897K – – –
SBSB
633
Sullivan, Bruyette, Speros & Blaney
Virginia
$896K -$22.7K -317 -2%
SBA
634
Secrest Blakey & Associates
North Carolina
$894K +$39.8K +557 +5%
CWM
635
Cordatus Wealth Management
Pennsylvania
$889K +$889K +12,437 New
PMAM
636
Penn Mutual Asset Management
Pennsylvania
$888K – – –
IWC
637
Integrated Wealth Concepts
Massachusetts
$880K +$11.5K +161 +1%
FMC
638
First Merchants Corp
Indiana
$875K +$84.7K +1,185 +11%
CCB
639
Cutter & Co Brokerage
Missouri
$866K -$316K -4,425 -27%
BRWA
640
B. Riley Wealth Advisors
Florida
$866K +$64.1K +897 +8%
AAM
641
American Asset Management
Florida
$861K +$248K +3,475 +41%
SRSA
642
S.R. Schill & Associates
Washington
$855K +$855K +11,964 New
BC
643
Brinker Capital
Pennsylvania
$848K -$90.4K -1,264 -10%
HAG
644
HighPoint Advisor Group
Illinois
$848K +$84.2K +1,146 +11%
AIP
645
Ameritas Investment Partners
Nebraska
$843K +$417K +11,660 +98%
FNBT
646
FineMark National Bank & Trust
Florida
$840K +$18.1K +253 +2%
OPCM
647
Osborne Partners Capital Management
California
$835K – – –
SSWM
648
Sheets Smith Wealth Management
North Carolina
$831K +$116K +1,627 +16%
FVWA
649
Foster Victor Wealth Advisors
South Carolina
$829K +$829K +11,605 New
FIM
650
Fruth Investment Management
Texas
$828K +$35.7K +500 +5%
24 25
26
27 28