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Dominion Energy

1,257 hedge funds and large institutions have $33.4B invested in Dominion Energy in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 466 increasing their positions, 398 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 75

131% more funds holding in top 10

Funds holding in top 10: 1330 (+17)

60% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

17% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 398

7% more funds holding

Funds holding: 1,1701,257 (+87)

7% more capital invested

Capital invested by funds: $31.3B → $33.4B (+$2.08B)

3.77% more ownership

Funds ownership: 68.19%71.96% (+3.8%)

Holders
1,257
Holders Change
+87
Holders Change %
+7.44%
% of All Funds
28%
Holding in Top 10
30
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+130.77%
% of All Funds
0.67%
New
174
Increased
466
Reduced
398
Closed
75
Calls
$175M
Puts
$110M
Net Calls
+$65.8M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
FTC
776
Farmers Trust Company
Ohio
$494K -$16.1K -220 -3%
AWM
777
Alterna Wealth Management
Texas
$493K +$470K +6,431 New
PL
778
Perpetual Ltd
Australia
$491K
BG
779
Bahl & Gaynor
Ohio
$490K +$36.5K +500 +8%
CCM
780
Cadence Capital Management
Massachusetts
$487K -$1.85M -25,260 -79%
FHA
781
Flagship Harbor Advisors
Massachusetts
$485K -$576K -7,886 -54%
NAM
782
North American Management
Massachusetts
$485K
SS
783
Sunbelt Securities
Texas
$484K +$108K +1,472 +28%
Cerity Partners
784
Cerity Partners
New York
$484K +$118K +1,610 +31%
WJA
785
Williams Jones & Associates
New York
$483K -$5.84K -80 -1%
LOAME
786
Lombard Odier Asset Management (Europe)
United Kingdom
$483K
FPS
787
Fieldpoint Private Securities
Connecticut
$483K +$59.5K +815 +14%
WPP
788
Whalerock Point Partners
Rhode Island
$480K
OIWM
789
OptiFour Integrated Wealth Management
Virginia
$477K -$13.4K -183 -3%
DIM
790
DC Investments Management
Virginia
$474K +$52.5K +718 +12%
SA
791
Strategic Advisors
New York
$472K -$9.43K -129 -2%
FFA
792
First Foundation Advisors
California
$471K +$9.28K +127 +2%
SGCA
793
Steel Grove Capital Advisors
Tennessee
$469K -$30.3K -414 -6%
BFM
794
Boston Financial Management
Massachusetts
$465K +$12.8K +175 +3%
CFMC
795
Curbstone Financial Management Corp
New Hampshire
$464K
WT
796
Whittier Trust
California
$464K
GT
797
Greenleaf Trust
Michigan
$464K +$68.2K +934 +17%
NSIM
798
North Star Investment Management
Illinois
$460K
DWM
799
Doyle Wealth Management
Florida
$457K -$68.5K -937 -13%
AF
800
Advisornet Financial
Minnesota
$457K +$171K +2,343 +58%

D Hedge Fund Activity: Q4 2018 in Review

1,257 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2018, worth a combined $33.4B — up 6.6% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new D positions and 75 closed out — a net gain of 99 holders — while 466 added to existing stakes and 398 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $302M. The largest seller was Franklin Resources, cutting an estimated $261M.

  • 1,257 institutional investors held Dominion Energy (D) as of Q4 2018, up from 1,170 in Q3 2018.
  • Funds reported $33.4B of Dominion Energy stock for Q4 2018, up 6.6% quarter-over-quarter.
  • 174 funds opened new Dominion Energy positions in Q4 2018 and 75 closed out, a net change of +99 holders.
  • The largest Dominion Energy buyer in Q4 2018 was Goldman Sachs, an estimated $302M added.
  • The largest Dominion Energy seller in Q4 2018 was Franklin Resources, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2018.