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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
Jones Financial Companies
701
Jones Financial Companies
Missouri
$1.07M -$136K -1,661 -11%
IWC
702
Integrated Wealth Concepts
Massachusetts
$1.07M +$49.4K +604 +5%
IA
703
IFP Advisors
Florida
$1.05M -$73.2K -896 -7%
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$37.8K +463 +4%
LOIM
705
Liberty One Investment Management
Illinois
$1.05M +$1.04M +12,711 New
V
706
VeraBank
Texas
$1.05M
BFM
707
Boothbay Fund Management
New York
$1.03M -$344K -4,213 -25%
FIM
708
Fruth Investment Management
Texas
$1.03M -$10.2K -125 -1%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$1.03M -$19.7K -241 -2%
FAIM
710
Financial Advocates Investment Management
Washington
$1.03M -$62.2K -761 -6%
BIM
711
Bridges Investment Management
Nebraska
$1.02M +$2.7K +33 +0.3%
WBC
712
West Branch Capital
Massachusetts
$1.02M -$750K -9,175 -43%
FI
713
FormulaFolio Investments
Michigan
$1.02M -$12.4K -152 -1%
PAM
714
Paradigm Asset Management
New York
$1.02M +$49K +600 +5%
SXL
715
Summit X LLC
Missouri
$1.01M -$3.27K -40 -0.3%
ECM
716
ExodusPoint Capital Management
New York
$1.01M -$8.88M -108,650 -90%
FCB
717
First Command Bank
Texas
$1.01M
FCFS
718
First Command Financial Services
Texas
$1.01M
BO
719
BRR OpCo
Ohio
$1M +$114K +1,396 +13%
TT
720
TI-Trust
Illinois
$995K +$981K +12,003 New
FPCG
721
Fort Pitt Capital Group
Pennsylvania
$994K +$214K +2,614 +28%
PMAM
722
Penn Mutual Asset Management
Pennsylvania
$990K
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$989K -$93.2K -1,141 -9%
AWM
724
Adams Wealth Management
Utah
$989K +$976K +11,947 New
LFA
725
Legacy Financial Advisors
Kentucky
$988K -$7.43K -91 -0.8%

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.