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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
VI
676
Vestcor Inc
New Brunswick, Canada
$1.18M +$1.17M +14,273 New
CG
677
Cutler Group
California
$1.18M -$74.1K -907 -6%
APA
678
American Portfolios Advisors
New York
$1.17M +$302K +3,702 +35%
BCM
679
Boltwood Capital Management
California
$1.16M -$36.4K -445 -3%
NFG
680
Next Financial Group
Texas
$1.16M +$216K +2,640 +23%
CAMG
681
CWA Asset Management Group
Florida
$1.16M +$743K +9,094 +185%
EWA
682
EP Wealth Advisors
California
$1.16M +$118K +1,442 +11%
FMC
683
First Merchants Corp
Indiana
$1.15M -$101K -1,239 -8%
AIP
684
Ameritas Investment Partners
Nebraska
$1.15M
SBIA
685
Sheaff Brock Investment Advisors
Indiana
$1.15M +$27.5K +336 +2%
PPW
686
Parcion Private Wealth
Washington
$1.14M +$1.13M +13,774 New
ST
687
Smithfield Trust
Pennsylvania
$1.13M +$41.7K +510 +4%
TC
688
TownSquare Capital
Utah
$1.13M +$309K +3,781 +39%
IRF
689
IBM Retirement Fund
New York
$1.13M -$17K -208 -2%
BBA
690
BLB&B Advisors
Pennsylvania
$1.12M -$25.3K -310 -2%
CS
691
Comerica Securities
Michigan
$1.12M +$47.7K +584 +5%
JG
692
Jefferies Group
New York
$1.11M -$7.69M -94,171 -87%
PWM
693
PBMares Wealth Management
Virginia
$1.11M +$1.1M +13,435 New
SMC
694
Smith, Moore & Co
Missouri
$1.11M -$51.2K -627 -4%
GLA
695
Good Life Advisors
Pennsylvania
$1.1M -$213K -2,604 -16%
IWM
696
IHT Wealth Management
Illinois
$1.09M -$3.76K -46 -0.3%
BAS
697
Brown Advisory Securities
Maryland
$1.09M -$33.5K -410 -3%
HIC
698
Holderness Investments Company
North Carolina
$1.09M +$57.2K +700 +6%
EH
699
Employers Holdings
Nevada
$1.09M
CWM
700
Campbell Wealth Management
Virginia
$1.09M -$28.6K -350 -3%

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.