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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CBB
676
Citizens Business Bank
California
$887K +$27.9K +366 +3%
LCM
677
Leisure Capital Management
California
$882K -$1.07K -14 -0.1%
RCA
678
Rowland Carmichael Advisors
Arizona
$882K +$22.9K +300 +3%
WSFS
679
Wilmington Savings Fund Society
Delaware
$878K -$320K -4,193 -27%
KFC
680
Klingenstein Fields & Co
New York
$877K
CWM
681
Campbell Wealth Management
Virginia
$874K +$27.1K +355 +3%
PWLP
682
Prio Wealth Limited Partnership
Massachusetts
$857K -$351K -4,605 -29%
PAM
683
Premier Asset Management
Illinois
$857K
CFG
684
Citizens Financial Group
Rhode Island
$850K -$9.22K -121 -1%
HAG
685
HighPoint Advisor Group
Illinois
$844K -$10.4K -136 -1%
GC
686
Grimes & Company
Massachusetts
$844K -$838 -11 -0.1%
OPCM
687
Osborne Partners Capital Management
California
$842K -$30.5K -400 -4%
MSR
688
Main Street Research
Connecticut
$841K
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$840K +$36.3K +477 +5%
DAM
690
Delta Asset Management
Tennessee
$832K -$1.14K -15 -0.1%
WBC
691
West Branch Capital
Massachusetts
$828K +$163K +2,139 +25%
CT
692
Cambridge Trust
Massachusetts
$822K +$16.4K +215 +2%
PCM
693
Princeton Capital Management
New Jersey
$822K +$21.6K +283 +3%
ACS
694
Archford Capital Strategies
Illinois
$819K +$4.04K +53 +0.5%
CCM
695
Cutler Capital Management
Massachusetts
$819K +$57.4K +753 +8%
RC
696
RegentAtlantic Capital
New Jersey
$801K -$32.4K -425 -4%
FI
697
FormulaFolio Investments
Michigan
$800K +$169K +2,212 +27%
APA
698
American Portfolios Advisors
New York
$800K +$43.7K +574 +6%
KMWM
699
Keudell/Morrison Wealth Management
Oregon
$798K +$53K +695 +7%
TBA
700
Tower Bridge Advisors
Pennsylvania
$790K

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.