We are live on ! Find out more
D icon

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
VHAM
851
Van Hulzen Asset Management
California
$383K -$3.24M -44,341 -89%
DSC
852
Duncker Streett & Co
Missouri
$380K +$16K +219 +4%
PWMAG
853
Pinnacle Wealth Management Advisory Group
New Jersey
$378K +$5.41K +74 +1%
YIA
854
YHB Investment Advisors
Connecticut
$376K +$73 +1 +0%
MBT
855
Montecito Bank & Trust
California
$376K +$385K +5,268 New
FCCM
856
First City Capital Management
Georgia
$375K
IHL
857
Investment House LLC
California
$375K
RT
858
Rockland Trust
Massachusetts
$375K
WG
859
Welch Group
Alabama
$375K
VRM
860
Vectors Research Management
New York
$372K +$167K +2,282 +83%
CWAG
861
Compton Wealth Advisory Group
Virginia
$372K +$380K +5,207 New
TF
862
Tompkins Financial
New York
$369K
ACM
863
Allred Capital Management
Texas
$369K +$377K +5,165 New
MC
864
Middleton & Co
Massachusetts
$367K
FEM
865
Fulcrum Equity Management
Texas
$367K +$376K +5,142 New
VNA
866
Valley National Advisers
Pennsylvania
$366K +$58.5K +801 +19%
HCA
867
Harbour Capital Advisors
Virginia
$365K -$12.3K -168 -3%
KB
868
Kimelman & Baird
New York
$364K
LB
869
Landmark Bank
Missouri
$364K +$41.1K +563 +12%
CRIG
870
Charter Research & Investment Group
Connecticut
$363K
AMIM
871
Aull & Monroe Investment Management
Alabama
$362K
DP
872
Dearborn Partners
Illinois
$361K +$369K +5,050 New
UF
873
Univest Financial
Pennsylvania
$360K +$39.9K +546 +12%
OC
874
Oarsman Capital
Wisconsin
$359K -$8.26K -113 -2%
CPA
875
Court Place Advisors
Maryland
$358K +$157K +2,150 +75%

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.