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Dominion Energy
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Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$251M
3
State Street
State Street
Massachusetts
+$226M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M
5
Cohen & Steers
Cohen & Steers
New York
+$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$653M
2
ZP
Zimmer Partners
New York
-$172M
3
Franklin Resources
Franklin Resources
California
-$76M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$59M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
626
Moloney Securities Asset Management
Missouri
$1.42M +$107K +1,293 +8%
AFAS
627
Acorn Financial Advisory Services
Virginia
$1.42M +$1.42M +17,080 New
GI
628
GAMCO Investors
Connecticut
$1.41M – – –
LKIM
629
Lawson Kroeker Investment Management
Nebraska
$1.41M -$112K -1,350 -7%
NIPH
630
NN Investment Partners Holdings
Netherlands
$1.41M -$3.35M -40,472 -70%
ASN
631
Advisory Services Network
Georgia
$1.4M +$125K +1,508 +10%
CIC
632
Carnegie Investment Counsel
Ohio
$1.4M – – –
BHBT
633
Burke & Herbert Bank & Trust
Virginia
$1.39M -$13.2K -159 -0.9%
FVWA
634
Foster Victor Wealth Advisors
South Carolina
$1.39M +$268K +3,285 +24%
GRP
635
Global Retirement Partners
California
$1.38M +$41.5K +501 +3%
IMRF
636
Illinois Municipal Retirement Fund
Illinois
$1.37M +$1.37M +16,587 New
CWM
637
Chesapeake Wealth Management
Virginia
$1.37M -$34.5K -417 -2%
F
638
F3Logic
Minnesota
$1.36M +$450K +5,435 +49%
EWM
639
EPG Wealth Management
Georgia
$1.36M +$1.36M +16,421 New
NA
640
NewEdge Advisors
Louisiana
$1.36M +$63.1K +762 +5%
GBT
641
Grove Bank & Trust
Florida
$1.36M -$31.6K -381 -2%
Capstone Investment Advisors
642
Capstone Investment Advisors
New York
$1.35M +$1.35M +16,337 New
AIC
643
Aurora Investment Counsel
Georgia
$1.35M -$662K -7,992 -33%
IAN
644
Integrated Advisors Network
Texas
$1.35M +$1.35M +16,313 New
BHWM
645
Bar Harbor Wealth Management
New Hampshire
$1.35M -$135K -1,625 -9%
ClearBridge Investments
646
ClearBridge Investments
New York
$1.35M -$255K -3,109 -16%
WTC
647
WhitTier Trust Company
Nevada
$1.34M -$10.9K -132 -0.8%
VCA
648
Verdence Capital Advisors
Maryland
$1.33M -$55.1K -665 -4%
BS
649
Boenning & Scattergood
Pennsylvania
$1.33M +$45.5K +549 +4%
DBRC
650
D.B. Root & Company
Pennsylvania
$1.33M -$26.3K -318 -2%
24 25
26
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