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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
FBB
776
Fulton Breakefield Broenniman
Maryland
$801K +$23.4K +286 +3%
HAIM
777
Hunter Associates Investment Management
Pennsylvania
$801K +$161K +1,970 +26%
ONST
778
Old North State Trust
North Carolina
$795K -$74.4K -910 -9%
TSS
779
Thomas Story & Son
Indiana
$794K
WTB
780
Washington Trust Bank
Washington
$789K -$51.9K -635 -6%
PWP
781
Private Wealth Partners
California
$788K -$12.9K -158 -2%
WQ
782
Wealth Quarterback
New Jersey
$787K +$6.4M +78,303 New
NP
783
NorthRock Partners
Minnesota
$784K +$773K +9,466 New
OPCM
784
Osborne Partners Capital Management
California
$783K -$117K -1,432 -13%
TCM
785
Teza Capital Management
Illinois
$778K +$768K +9,395 New
VAM
786
Verity Asset Management
North Carolina
$774K -$11.9K -146 -2%
BFC
787
Blue Fin Capital
Rhode Island
$772K +$763K +9,333 New
EW
788
Evoke Wealth
California
$767K +$24.9K +305 +3%
AF
789
Arrow Financial
New York
$767K -$32.5K -398 -4%
PFT
790
Providence First Trust
Arizona
$765K +$755K +9,240 New
WG
791
Watchman Group
Texas
$763K +$753K +9,213 New
NB
792
Northwest Bancshares
Pennsylvania
$761K
DP
793
Dearborn Partners
Illinois
$751K +$259K +3,174 +54%
BHA
794
Beech Hill Advisors
New York
$745K -$40.9K -500 -5%
JWM
795
Jackson Wealth Management
Florida
$740K +$39.9K +488 +6%
NA
796
Navellier & Associates
Nevada
$735K -$10.3K -126 -1%
PAM
797
Premier Asset Management
Illinois
$731K -$177K -2,161 -20%
PTC
798
Philadelphia Trust Company
Pennsylvania
$729K
CC
799
ClearArc Capital
Ohio
$727K -$293K -3,582 -29%
BAM
800
Belpointe Asset Management
Nevada
$726K +$503K +6,158 +236%

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.