We are live on ! Find out more
D icon

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
BS
651
Boenning & Scattergood
Pennsylvania
$1.33M +$44.9K +549 +4%
DBRC
652
D.B. Root & Company
Pennsylvania
$1.33M -$26K -318 -2%
MIM
653
Marco Investment Management
Georgia
$1.32M +$17.1K +209 +1%
FMBTD
654
First Midwest Bank Trust Division
Illinois
$1.31M +$77.6K +950 +6%
HI
655
Horizon Investments
North Carolina
$1.3M +$990K +12,119 +336%
BEC
656
Blue Edge Capital
Virginia
$1.3M
JWM
657
JGP Wealth Management
Oregon
$1.3M -$6.05K -74 -0.5%
TC
658
Truvestments Capital
Florida
$1.29M +$75.4K +923 +6%
CNBT
659
Canandaigua National Bank & Trust
New York
$1.28M +$66.8K +817 +6%
HH
660
Hilltop Holdings
Texas
$1.28M -$47.9K -586 -4%
CTA
661
Chesley Taft & Associates
Illinois
$1.27M +$12.3K +150 +1%
HSA
662
HBK Sorce Advisory
Pennsylvania
$1.27M +$25.7K +315 +2%
MBT
663
Montecito Bank & Trust
California
$1.27M +$201K +2,461 +19%
PG
664
Patten Group
Tennessee
$1.26M +$13.1K +160 +1%
HTC
665
Haverford Trust Company
Pennsylvania
$1.26M -$168K -2,060 -12%
SSWM
666
Sheets Smith Wealth Management
North Carolina
$1.24M +$70.3K +860 +6%
SBA
667
Secrest Blakey & Associates
North Carolina
$1.24M +$109K +1,338 +10%
DCM
668
Dupont Capital Management
Delaware
$1.24M +$883K +10,801 +263%
CAL
669
Capital Analysts LLC
Pennsylvania
$1.23M +$56.3K +689 +5%
MME
670
Meag Munich Ergo
Germany
$1.22M -$3.3M -40,396 -73%
ACM
671
Azimuth Capital Management
Michigan
$1.22M -$44.9K -550 -4%
TWA
672
TCI Wealth Advisors
Arizona
$1.22M +$4.08K +50 +0.3%
AAM
673
American Asset Management
Florida
$1.21M +$8.17K +100 +0.7%
EWM
674
Evermay Wealth Management
Virginia
$1.2M +$69.5K +850 +6%
XF
675
XML Financial
Maryland
$1.18M +$1.17M +14,284 New

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.