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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
RBFC
751
Roman Butler Fullerton & Co
Missouri
$649K -$23.8K -312 -4%
TP
752
Tranquility Partners
Tennessee
$648K +$639K +8,383 New
FANJ
753
Financial Architects (New Jersey)
New Jersey
$647K +$146K +1,920 +30%
Fiera Capital (Canada)
754
Fiera Capital (Canada)
Quebec, Canada
$647K +$188K +2,465 +42%
PFM
755
Parsec Financial Management
North Carolina
$646K -$35.7K -468 -5%
SRSA
756
S.R. Schill & Associates
Washington
$643K -$162K -2,132 -20%
FHA
757
First Horizon Advisors
Tennessee
$640K -$8.46K -111 -1%
PPSG
758
Princeton Portfolio Strategies Group
New Jersey
$640K
CIA
759
CSat Investment Advisory
Michigan
$632K -$40.6K -533 -6%
SVWAG
760
Sound View Wealth Advisors Group
Georgia
$632K +$623K +8,169 New
CPIG
761
Chicago Partners Investment Group
Illinois
$631K +$40.9K +537 +7%
SFA
762
Sequoia Financial Advisors
Ohio
$630K -$5.94K -78 -0.9%
Cetera Investment Advisers
763
Cetera Investment Advisers
Illinois
$629K +$64.9K +852 +12%
IRC
764
Investors Research Corp
Georgia
$628K -$3.73K -49 -0.6%
FDS
765
Freedom Day Solutions
Texas
$625K -$152 -2 -0%
FA
766
FMA Advisory
Pennsylvania
$621K -$4.12K -54 -0.7%
1SB
767
1ST Source Bank
Indiana
$619K +$18.4K +242 +3%
AG
768
AlphaSimPlex Group
Massachusetts
$617K -$35K -459 -5%
CIM
769
CIM Investment Management
Pennsylvania
$609K +$21.9K +287 +4%
WT
770
Whittier Trust
California
$608K
NA
771
NewEdge Advisors
Louisiana
$606K +$30.4K +399 +5%
PAI
772
Pittenger & Anderson Inc
Nebraska
$601K
LOAME
773
Lombard Odier Asset Management (Europe)
United Kingdom
$599K
CFGS
774
Concourse Financial Group Securities
Alabama
$598K +$98.5K +1,293 +20%
PWP
775
Private Wealth Partners
California
$595K

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.