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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
PFM
851
Parsec Financial Management
North Carolina
$601K +$163 +2 +0%
APC
852
Aspire Private Capital
North Carolina
$600K -$13.3K -163 -2%
CCIM
853
Chapwood Capital Investment Management
Texas
$598K +$590K +7,218 New
EH
854
Equitable Holdings
New York
$597K +$589K +7,206 New
DWM
855
Doyle Wealth Management
Florida
$596K +$735 +9 +0.1%
CIM
856
CIM Investment Management
Pennsylvania
$594K
CT
857
Coastline Trust
Rhode Island
$594K
HS
858
Haafor (Singapore)
Singapore
$593K +$585K +7,156 New
IIA
859
ICW Investment Advisors
Arizona
$590K +$583K +7,131 New
PI
860
Putnam Investments
Massachusetts
$584K -$27K -331 -4%
AC
861
Alexandria Capital
Virginia
$584K -$11.8K -144 -2%
IB
862
Intrust Bank
Kansas
$580K -$6.86K -84 -1%
SG
863
StoneX Group
New York
$575K -$25K -306 -4%
CGL
864
Clarius Group LLC
Washington
$575K +$99.4K +1,216 +21%
FCFC
865
First Commonwealth Financial Corp
Pennsylvania
$574K
OPS
866
Orion Portfolio Solutions
Nebraska
$570K +$562K +6,877 New
CBU
867
CIBC Bank USA
Illinois
$569K +$3.76K +46 +0.7%
DI
868
DAGCO Inc
Ohio
$567K
CFA
869
CWS Financial Advisors
Michigan
$567K +$560K +6,851 New
FFA
870
First Foundation Advisors
California
$566K -$33.1K -405 -6%
BOTW
871
Bank of the West
California
$566K -$3.43K -42 -0.6%
WAM
872
Wealthspire Advisors (Maryland)
Maryland
$565K +$15.6K +191 +3%
CT
873
Chicago Trust
Illinois
$564K -$24.5K -300 -4%
EWA
874
ERTS Wealth Advisors
Michigan
$561K -$14.3K -175 -3%
CIC
875
Chilton Investment Company
Connecticut
$560K +$409 +5 +0.1%

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.