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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 %
IA
701
IFP Advisors
Florida
$1.06M -$73.5K -896 -7%
WAP
702
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$38.3K +463 +4%
LOIM
703
Liberty One Investment Management
Illinois
$1.05M +$1.05M +12,711 New
V
704
VeraBank
Texas
$1.05M – – –
BFM
705
Boothbay Fund Management
New York
$1.04M -$349K -4,213 -25%
FIM
706
Fruth Investment Management
Texas
$1.03M -$10.3K -125 -1%
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$1.03M -$20K -241 -2%
FAIM
708
Financial Advocates Investment Management
Washington
$1.03M -$63K -761 -6%
BIM
709
Bridges Investment Management
Nebraska
$1.03M +$2.73K +33 +0.3%
WBC
710
West Branch Capital
Massachusetts
$1.02M -$760K -9,175 -43%
FI
711
FormulaFolio Investments
Michigan
$1.02M -$12.6K -152 -1%
PAM
712
Paradigm Asset Management
New York
$1.02M +$49.7K +600 +5%
SXL
713
Summit X LLC
Missouri
$1.01M -$3.31K -40 -0.3%
ECM
714
ExodusPoint Capital Management
New York
$1.01M -$9M -108,650 -90%
FCFS
715
First Command Financial Services
Texas
$1.01M – – –
FCB
716
First Command Bank
Texas
$1.01M – – –
BO
717
BRR OpCo
Ohio
$1.01M +$116K +1,396 +13%
TT
718
TI-Trust
Illinois
$995K +$995K +12,003 New
FPCG
719
Fort Pitt Capital Group
Pennsylvania
$994K +$216K +2,614 +28%
PMAM
720
Penn Mutual Asset Management
Pennsylvania
$990K – – –
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$989K -$94.5K -1,141 -9%
AWM
722
Adams Wealth Management
Utah
$989K +$989K +11,947 New
LFA
723
Legacy Financial Advisors
Kentucky
$988K -$7.54K -91 -0.8%
FHB
724
First Hawaiian Bank
Hawaii
$978K +$3.64K +44 +0.4%
MCM
725
Mork Capital Management
California
$977K +$977K +11,800 New
27 28
29
30 31