We are live on ! Find out more
D icon

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
APC
676
Aspire Private Capital
North Carolina
$736K +$752K +10,293 New
ADBIC
677
A.D. Beadell Investment Counsel
Wisconsin
$734K
MYLI
678
Meiji Yasuda Life Insurance
Japan
$730K -$51.1K -699 -6%
FFIC
679
First Fiduciary Investment Counsel
Ohio
$730K
OFS
680
Orrstown Financial Services
Pennsylvania
$729K -$31.9K -436 -4%
FPCG
681
Fort Pitt Capital Group
Pennsylvania
$727K +$14.9K +204 +2%
BJL
682
Brighton Jones LLC
Washington
$725K -$112K -1,531 -13%
CWM
683
Campbell Wealth Management
Virginia
$724K +$741K +10,135 New
WTC
684
WhitTier Trust Company
Nevada
$719K -$20.1K -275 -3%
NIM
685
NuWave Investment Management
New Jersey
$714K +$728K +9,960 +26,211%
LOAMS
686
Lombard Odier Asset Management (Switzerland)
Switzerland
$712K +$728K +9,958 New
EWA
687
EP Wealth Advisors
California
$711K +$33.5K +458 +5%
KA
688
Kovack Advisors
Florida
$706K -$18.5K -253 -2%
PIA
689
Piedmont Investment Advisors
North Carolina
$697K +$217K +2,964 +44%
PCAP
690
Pratt Collard Advisory Partners
New York
$694K -$7.31K -100 -1%
EWM
691
Evermay Wealth Management
Virginia
$693K +$190K +2,600 +37%
FT
692
Fiduciary Trust
Massachusetts
$691K +$292 +4 +0%
Capstone Investment Advisors
693
Capstone Investment Advisors
New York
$690K +$705K +9,655 New
SPI
694
Santori & Peters Inc
Pennsylvania
$689K +$705K +9,653 New
PCM
695
Princeton Capital Management
New Jersey
$687K
CA
696
Cullinan Associates
Kentucky
$686K
HPCM
697
High Pointe Capital Management
Illinois
$683K
BFC
698
Blue Fin Capital
Rhode Island
$676K -$4.89K -67 -0.7%
SIC
699
Salem Investment Counselors
North Carolina
$674K
SFG
700
Summit Financial Group
West Virginia
$672K -$29.2K -399 -4%

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.