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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
626
Wolverine Trading
Illinois
$1.11M +$1.09M +14,347 New
Impax Asset Management Group
627
Impax Asset Management Group
United Kingdom
$1.1M +$173K +2,269 +19%
GLA
628
Good Life Advisors
Pennsylvania
$1.1M +$82.2K +1,079 +8%
AAM
629
American Asset Management
Florida
$1.09M +$22.9K +300 +2%
Wealth Enhancement Advisory Services
630
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$1.11M +14,532 New
AFA
631
Abacus FCF Advisors
Florida
$1.09M -$121K -1,590 -10%
SSWM
632
Sheets Smith Wealth Management
North Carolina
$1.08M +$38.4K +504 +4%
DJSG
633
D.J. St. Germain
Massachusetts
$1.08M -$31.6K -415 -3%
IRF
634
IBM Retirement Fund
New York
$1.08M +$65.8K +863 +7%
CAL
635
Capital Analysts LLC
Pennsylvania
$1.08M -$59.4K -780 -5%
AIP
636
Ameritas Investment Partners
Nebraska
$1.08M -$34.7K -455 -3%
WTC
637
WhitTier Trust Company
Nevada
$1.06M
IWC
638
Integrated Wealth Concepts
Massachusetts
$1.06M +$63.3K +831 +6%
EWM
639
Evermay Wealth Management
Virginia
$1.06M +$3.12K +41 +0.3%
SBA
640
Secrest Blakey & Associates
North Carolina
$1.04M +$50.7K +665 +5%
SBIA
641
Sheaff Brock Investment Advisors
Indiana
$1.04M +$5.71K +75 +0.6%
SW
642
SlateStone Wealth
Florida
$1.03M -$54.5K -715 -5%
SMC
643
Smith, Moore & Co
Missouri
$1.02M +$17.1K +225 +2%
Jones Financial Companies
644
Jones Financial Companies
Missouri
$1.01M -$32.5K -426 -3%
NAM
645
NTV Asset Management
West Virginia
$1M -$50.4K -662 -5%
GRP
646
Global Retirement Partners
California
$1M +$587K +7,708 +147%
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$994K +$704K +9,242 +256%
ST
648
Smithfield Trust
Pennsylvania
$993K +$3.81K +50 +0.4%
AT
649
Arden Trust
Delaware
$991K -$23.3K -306 -2%
PTC
650
Philadelphia Trust Company
Pennsylvania
$987K -$19.4K -255 -2%

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.