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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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$127M +$2.13M +26,041 +2%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M -$6.63M -81,140 -5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$119M +$11.4M +139,024 +11%
DPIM
54
Duff & Phelps Investment Management
Illinois
$115M +$7.89M +96,616 +7%
DC
55
Davenport & Co
Virginia
$115M +$747K +9,145 +0.7%
APG Asset Management
56
APG Asset Management
Netherlands
$107M +$14.5M +177,981 +14%
CS
57
Credit Suisse
Switzerland
$103M +$8.13M +99,535 +9%
AllianceBernstein
58
AllianceBernstein
Tennessee
$99.7M -$7.23M -88,545 -7%
Truist Financial
59
Truist Financial
North Carolina
$99.1M +$83.2M +1,018,259 +571%
Principal Financial Group
60
Principal Financial Group
Iowa
$93.5M -$2.83M -34,650 -3%
VanEck Associates
61
VanEck Associates
New York
$92M +$20.6M +252,480 +29%
AQR Capital Management
62
AQR Capital Management
Connecticut
$91.1M +$11.4M +140,114 +14%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$90.8M +$1.24M +15,140 +1%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$90.8M +$5.99M +73,287 +7%
Cohen & Steers
65
Cohen & Steers
New York
$90.2M +$89M +1,089,477 New
PP
66
Prudential plc
United Kingdom
$90M -$585K -7,155 -0.7%
First Trust Advisors
67
First Trust Advisors
Illinois
$89.6M +$9.54M +116,810 +12%
JP Morgan Chase
68
JP Morgan Chase
New York
$88.5M +$23.2M +283,699 +36%
ECP
69
Electron Capital Partners
New York
$87.6M +$6.59M +80,653 +8%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$85.7M +$169K +2,073 +0.2%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$80.6M -$18M -220,751 -18%
WHRC
72
W.H. Reaves & Co
New Jersey
$78.7M +$113K +1,388 +0.1%
National Pension Service
73
National Pension Service
South Korea
$78.1M +$14.6M +178,360 +23%
RFC
74
Regions Financial Corp
Alabama
$75.8M +$10.2M +124,322 +16%
ORIO
75
Old Republic International (ORI)
Illinois
$70M

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.