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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
WI
626
WrapManager Inc
California
$1.42M -$49.8K -609 -3%
MSAM
627
Moloney Securities Asset Management
Missouri
$1.42M +$106K +1,293 +8%
AFAS
628
Acorn Financial Advisory Services
Virginia
$1.42M +$1.4M +17,080 New
GI
629
GAMCO Investors
Connecticut
$1.41M
LKIM
630
Lawson Kroeker Investment Management
Nebraska
$1.41M -$110K -1,350 -7%
NIPH
631
NN Investment Partners Holdings
Netherlands
$1.41M -$3.31M -40,472 -70%
ASN
632
Advisory Services Network
Georgia
$1.4M +$123K +1,508 +10%
CIC
633
Carnegie Investment Counsel
Ohio
$1.4M
BHBT
634
Burke & Herbert Bank & Trust
Virginia
$1.39M -$13K -159 -0.9%
FVWA
635
Foster Victor Wealth Advisors
South Carolina
$1.39M +$268K +3,285 +24%
GRP
636
Global Retirement Partners
California
$1.38M +$40.9K +501 +3%
IMRF
637
Illinois Municipal Retirement Fund
Illinois
$1.37M +$1.36M +16,587 New
CWM
638
Chesapeake Wealth Management
Virginia
$1.37M -$34.1K -417 -2%
F
639
F3Logic
Minnesota
$1.36M +$444K +5,435 +49%
EWM
640
EPG Wealth Management
Georgia
$1.36M +$1.34M +16,421 New
NA
641
NewEdge Advisors
Louisiana
$1.36M +$62.3K +762 +5%
GBT
642
Grove Bank & Trust
Florida
$1.36M -$31.1K -381 -2%
Capstone Investment Advisors
643
Capstone Investment Advisors
New York
$1.35M +$1.33M +16,337 New
AIC
644
Aurora Investment Counsel
Georgia
$1.35M -$653K -7,992 -33%
IAN
645
Integrated Advisors Network
Texas
$1.35M +$1.33M +16,313 New
BHWM
646
Bar Harbor Wealth Management
New Hampshire
$1.35M -$133K -1,625 -9%
ClearBridge Investments
647
ClearBridge Investments
New York
$1.35M -$254K -3,109 -16%
WTC
648
WhitTier Trust Company
Nevada
$1.34M -$10.8K -132 -0.8%
CT
649
Caldwell Trust
Florida
$1.34M +$1.32M +16,146 New
VCA
650
Verdence Capital Advisors
Maryland
$1.33M -$54.3K -665 -4%

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.