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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
BOPW
826
Brandywine Oak Private Wealth
Pennsylvania
$650K +$32.7K +400 +5%
I
827
IberiaBank
Louisiana
$648K -$11.6K -142 -2%
VV
828
Verity & Verity
South Carolina
$647K +$639K +7,817 New
ACM
829
Ategra Capital Management
Virginia
$645K -$26.9K -329 -4%
PAI
830
Pittenger & Anderson Inc
Nebraska
$644K
LOAME
831
Lombard Odier Asset Management (Europe)
United Kingdom
$642K
SFO
832
Stokes Family Office
Louisiana
$639K +$630K +7,710 New
BG
833
Berry Group
Massachusetts
$639K +$631K +7,720 New
CPIG
834
Chicago Partners Investment Group
Illinois
$638K -$31.5K -386 -5%
CCA
835
Checchi Capital Advisers
California
$638K +$73.6K +901 +13%
MCG
836
McCollum Christoferson Group
New York
$635K -$4.08K -50 -0.6%
SW
837
SteelPeak Wealth
California
$627K +$619K +7,575 New
FIM
838
Frontier Investment Management
Texas
$625K +$82 +1 +0%
FRA
839
Front Row Advisors
California
$622K -$45.3K -555 -7%
DOA
840
D'Orazio & Associates
Virginia
$622K
PTC
841
Private Trust Company
Ohio
$618K +$54.7K +669 +10%
SMM
842
Stadion Money Management
Georgia
$617K -$149K -1,826 -20%
PCM
843
Parsons Capital Management
Rhode Island
$616K -$8.17K -100 -1%
WIS
844
Wright Investors Service
Connecticut
$615K -$6.05K -74 -1%
GG
845
Gleason Group
Kentucky
$612K +$604K +7,391 New
FNBTCON
846
First National Bank & Trust Co of Newtown
Pennsylvania
$611K -$7.35K -90 -1%
FHA
847
First Horizon Advisors
Tennessee
$608K +$3.27K +40 +0.5%
MFP
848
Meridian Financial Partners
Virginia
$608K +$10.3K +126 +2%
RTC
849
Riverview Trust Company
Washington
$606K -$26K -318 -4%
WC
850
Westhampton Capital
North Carolina
$601K -$106K -1,300 -15%

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.