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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 %
SC
751
Scotia Capital
Ontario, Canada
$874K -$49.3K -595 -5%
WSFS
752
Wilmington Savings Fund Society
Delaware
$872K -$47.2K -570 -5%
SCM
753
Spreng Capital Management
Ohio
$868K +$868K +10,480 New
MWM
754
Meridian Wealth Management
Kentucky
$860K -$3.64K -44 -0.4%
AIL
755
AGF Investments LLC
Ontario, Canada
$860K +$323K +3,899 +60%
ACS
756
Archford Capital Strategies
Illinois
$859K -$4.88K -59 -0.6%
DAM
757
Delta Asset Management
Tennessee
$851K -$33.1K -400 -4%
CIBC World Market
758
CIBC World Market
Ontario, Canada
$849K -$1.53M -18,521 -64%
FT
759
Fiduciary Trust
Massachusetts
$843K -$3.72K -45 -0.4%
SIC
760
Salem Investment Counselors
North Carolina
$842K +$11K +133 +1%
GAM
761
GQ Asset Management
New York
$841K +$297K +3,583 +55%
JCM
762
Jacobi Capital Management
Pennsylvania
$840K +$18.1K +216 +2%
CAM
763
Centre Asset Management
New York
$839K -$88.6K -1,070 -10%
EPWM
764
Essex Private Wealth Management
Massachusetts
$826K +$826K +9,978 New
B
765
Barings
North Carolina
$820K +$475K +5,744 +138%
SLF
766
Sun Life Financial
Ontario, Canada
$817K -$455K -5,498 -36%
TBA
767
Tower Bridge Advisors
Pennsylvania
$815K -$31.1K -375 -4%
SPI
768
Santori & Peters Inc
Pennsylvania
$813K +$3.39K +41 +0.4%
FFIC
769
First Fiduciary Investment Counsel
Ohio
$807K +$828 +10 +0.1%
OI
770
Oakbrook Investments
Illinois
$806K -$895K -10,812 -53%
PCM
771
Princeton Capital Management
New Jersey
$804K -$4.24K -50 -0.5%
CA
772
Cullinan Associates
Kentucky
$803K – – –
CA
773
Cornerstone Advisory
Maryland
$803K +$64K +773 +9%
FBB
774
Fulton Breakefield Broenniman
Maryland
$801K +$23.7K +286 +3%
HAIM
775
Hunter Associates Investment Management
Pennsylvania
$801K +$163K +1,970 +26%
29 30
31
32 33