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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
KWM
751
Kingsview Wealth Management
Oregon
$880K +$177K +2,166 +26%
KMWM
752
Keudell/Morrison Wealth Management
Oregon
$876K +$6.62K +81 +0.8%
SC
753
Scotia Capital
Ontario, Canada
$874K -$48.6K -595 -5%
WSFS
754
Wilmington Savings Fund Society
Delaware
$872K -$46.6K -570 -5%
SCM
755
Spreng Capital Management
Ohio
$868K +$856K +10,480 New
MWM
756
Meridian Wealth Management
Kentucky
$860K -$3.6K -44 -0.4%
AIL
757
AGF Investments LLC
Ontario, Canada
$860K +$319K +3,899 +60%
ACS
758
Archford Capital Strategies
Illinois
$859K -$4.82K -59 -0.6%
DAM
759
Delta Asset Management
Tennessee
$851K -$32.7K -400 -4%
CIBC World Market
760
CIBC World Market
Ontario, Canada
$849K -$1.51M -18,521 -64%
FT
761
Fiduciary Trust
Massachusetts
$843K -$3.68K -45 -0.4%
SIC
762
Salem Investment Counselors
North Carolina
$842K +$10.9K +133 +1%
GAM
763
GQ Asset Management
New York
$841K +$293K +3,583 +55%
JCM
764
Jacobi Capital Management
Pennsylvania
$840K +$17.6K +216 +2%
CAM
765
Centre Asset Management
New York
$839K -$87.4K -1,070 -10%
EPWM
766
Essex Private Wealth Management
Massachusetts
$826K +$815K +9,978 New
B
767
Barings
North Carolina
$820K +$469K +5,744 +138%
SLF
768
Sun Life Financial
Ontario, Canada
$817K -$449K -5,498 -36%
TBA
769
Tower Bridge Advisors
Pennsylvania
$815K -$30.6K -375 -4%
SPI
770
Santori & Peters Inc
Pennsylvania
$813K +$3.35K +41 +0.4%
FFIC
771
First Fiduciary Investment Counsel
Ohio
$807K +$817 +10 +0.1%
OI
772
Oakbrook Investments
Illinois
$806K -$883K -10,812 -53%
PCM
773
Princeton Capital Management
New Jersey
$804K -$4.08K -50 -0.5%
CA
774
Cullinan Associates
Kentucky
$803K
CA
775
Cornerstone Advisory
Maryland
$803K +$63.2K +773 +9%

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.