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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
AT
626
Arden Trust
Delaware
$928K -$8.11K -111 -0.8%
KRSITF
627
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$928K +$46.5K +636 +5%
AP
628
Advisor Partners
California
$926K +$262K +3,592 +38%
SWM
629
SeaCrest Wealth Management
New York
$924K -$4.31K -59 -0.5%
ST
630
Smithfield Trust
Pennsylvania
$904K -$78.4K -1,073 -8%
RB
631
Rodgers Brothers
Pennsylvania
$902K +$293K +4,005 +46%
ZCA
632
Zeke Capital Advisors
Pennsylvania
$898K +$546K +7,475 +147%
GH
633
GAM Holding
Switzerland
$897K
SBSB
634
Sullivan, Bruyette, Speros & Blaney
Virginia
$896K -$23.2K -317 -2%
SBA
635
Secrest Blakey & Associates
North Carolina
$894K +$40.7K +557 +5%
CWM
636
Cordatus Wealth Management
Pennsylvania
$889K +$909K +12,437 New
PMAM
637
Penn Mutual Asset Management
Pennsylvania
$888K
IWC
638
Integrated Wealth Concepts
Massachusetts
$880K +$11.8K +161 +1%
FMC
639
First Merchants Corp
Indiana
$875K +$86.6K +1,185 +11%
CCB
640
Cutter & Co Brokerage
Missouri
$866K -$323K -4,425 -27%
BRWA
641
B. Riley Wealth Advisors
Florida
$866K +$65.5K +897 +8%
AAM
642
American Asset Management
Florida
$861K +$254K +3,475 +41%
SRSA
643
S.R. Schill & Associates
Washington
$855K +$874K +11,964 New
BC
644
Brinker Capital
Pennsylvania
$848K -$92.4K -1,264 -10%
HAG
645
HighPoint Advisor Group
Illinois
$848K +$83.7K +1,146 +11%
AIP
646
Ameritas Investment Partners
Nebraska
$843K +$852K +11,660 +98%
FNBT
647
FineMark National Bank & Trust
Florida
$840K +$18.5K +253 +2%
OPCM
648
Osborne Partners Capital Management
California
$835K
SSWM
649
Sheets Smith Wealth Management
North Carolina
$831K +$119K +1,627 +16%
FVWA
650
Foster Victor Wealth Advisors
South Carolina
$829K +$848K +11,605 New

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.