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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
FIM
651
Fruth Investment Management
Texas
$828K +$36.5K +500 +5%
CP
652
Camelot Portfolios
Ohio
$815K +$59.6K +816 +8%
IRF
653
IBM Retirement Fund
New York
$811K -$64.5K -883 -7%
ACM
654
AlphaCrest Capital Management
New York
$807K +$826K +11,300 New
CC
655
ClearArc Capital
Ohio
$805K -$4.62M -63,199 -85%
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$804K +$3.95K +54 +0.5%
PFS
657
Prospera Financial Services
Texas
$803K +$83.7K +1,145 +11%
KFC
658
Klingenstein Fields & Co
New York
$794K -$132K -1,800 -14%
CBB
659
Citizens Business Bank
California
$793K -$101K -1,385 -11%
FAIM
660
Financial Advocates Investment Management
Washington
$792K +$25.7K +352 +3%
CT
661
Cambridge Trust
Massachusetts
$790K -$115K -1,569 -12%
LCM
662
Leisure Capital Management
California
$786K -$27.2K -372 -3%
RCA
663
Rowland Carmichael Advisors
Arizona
$784K -$62.3K -853 -7%
GC
664
Grimes & Company
Massachusetts
$783K
I
665
IberiaBank
Louisiana
$777K -$112K -1,536 -12%
MSR
666
Main Street Research
Connecticut
$777K +$38.7K +530 +5%
PAM
667
Premier Asset Management
Illinois
$775K +$793K +10,850 New
BBA
668
BLB&B Advisors
Pennsylvania
$773K -$12.8K -175 -2%
TBA
669
Tower Bridge Advisors
Pennsylvania
$766K -$20.4K -279 -3%
SCM
670
Schnieders Capital Management
California
$766K +$128K +1,750 +19%
DAM
671
Delta Asset Management
Tennessee
$760K -$85.9K -1,175 -10%
ACS
672
Archford Capital Strategies
Illinois
$760K -$10.7K -146 -1%
CFG
673
Citizens Financial Group
Rhode Island
$755K -$27.3K -373 -3%
TG
674
TCW Group
California
$753K -$182K -2,494 -19%
PFM
675
Probabilities Fund Management
New York
$736K

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.