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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 %
MIM
651
Marco Investment Management
Georgia
$1.32M +$17.3K +209 +1%
FMBTD
652
First Midwest Bank Trust Division
Illinois
$1.31M +$78.7K +950 +6%
HI
653
Horizon Investments
North Carolina
$1.3M +$1M +12,119 +336%
BEC
654
Blue Edge Capital
Virginia
$1.3M – – –
JWM
655
JGP Wealth Management
Oregon
$1.3M -$6.1K -74 -0.5%
TC
656
Truvestments Capital
Florida
$1.3M +$76.4K +923 +6%
CNBT
657
Canandaigua National Bank & Trust
New York
$1.28M +$67.6K +817 +6%
HH
658
Hilltop Holdings
Texas
$1.28M -$48.5K -586 -4%
CTA
659
Chesley Taft & Associates
Illinois
$1.28M +$12.4K +150 +1%
HSA
660
HBK Sorce Advisory
Pennsylvania
$1.27M +$26.1K +315 +2%
MBT
661
Montecito Bank & Trust
California
$1.27M +$204K +2,461 +19%
PG
662
Patten Group
Tennessee
$1.27M +$13.3K +160 +1%
HTC
663
Haverford Trust Company
Pennsylvania
$1.26M -$171K -2,060 -12%
SSWM
664
Sheets Smith Wealth Management
North Carolina
$1.24M +$71.2K +860 +6%
SBA
665
Secrest Blakey & Associates
North Carolina
$1.24M +$111K +1,338 +10%
DCM
666
Dupont Capital Management
Delaware
$1.24M +$894K +10,801 +263%
CAL
667
Capital Analysts LLC
Pennsylvania
$1.23M +$57K +689 +5%
MME
668
Meag Munich Ergo
Germany
$1.22M -$3.32M -40,396 -73%
ACM
669
Azimuth Capital Management
Michigan
$1.22M -$45.6K -550 -4%
TWA
670
TCI Wealth Advisors
Arizona
$1.22M +$4.14K +50 +0.3%
AAM
671
American Asset Management
Florida
$1.21M +$8.28K +100 +0.7%
EWM
672
Evermay Wealth Management
Virginia
$1.2M +$70.4K +850 +6%
XF
673
XML Financial
Maryland
$1.18M +$1.18M +14,284 New
VI
674
Vestcor Inc
New Brunswick, Canada
$1.18M +$1.18M +14,273 New
CG
675
Cutler Group
California
$1.18M -$75.1K -907 -6%
25 26
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