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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
OAMU
876
Ostrum Asset Management US
New York
$358K +$366K +5,005 New
UFG
877
United Fire Group
Iowa
$357K -$219K -3,000 -38%
ET
878
Equitable Trust
Tennessee
$356K +$103K +1,411 +39%
AAIM
879
Asset Advisors Investment Management
Georgia
$355K
GRP
880
Global Retirement Partners
California
$355K +$30.3K +415 +9%
GCP
881
GSA Capital Partners
United Kingdom
$352K -$141K -1,928 -28%
BAM
882
Barrett Asset Management
New York
$351K
NA
883
Navellier & Associates
Nevada
$351K +$8.04K +110 +2%
FRM
884
Fox Run Management
Connecticut
$350K +$358K +4,896 New
S
885
Surevest
California
$350K +$358K +4,904 New
LTI
886
Laffer Tengler Investments
Tennessee
$349K +$1.97K +27 +0.6%
SIC
887
SFE Investment Counsel
California
$349K -$13.2K -181 -4%
ACP
888
Ashfield Capital Partners
California
$348K +$19.4K +265 +6%
BHWM
889
Bay Harbor Wealth Management
Maryland
$348K +$356K +4,871 New
SIA
890
Strategic Investment Advisors
Michigan
$348K +$356K +4,874 New
WSCM
891
Wellington Shields Capital Management
New York
$346K +$2.92K +40 +0.8%
LWCFA
892
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K
BWP
893
Bernardo Wealth Planning
Pennsylvania
$345K +$352K +4,823 New
WHG
894
Westwood Holdings Group
Texas
$342K
KIA
895
KCM Investment Advisors
California
$341K -$156K -2,130 -31%
LP
896
LMR Partners
United Kingdom
$340K +$348K +4,757 New
FMW
897
Farr Miller & Washington
District of Columbia
$339K -$18.6K -255 -5%
BEAM
898
Baker Ellis Asset Management
Washington
$339K
HW
899
Hancock Whitney
Mississippi
$338K -$33.4K -457 -9%
NFG
900
Nations Financial Group
Iowa
$333K

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.