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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
876
Clifford Swan Investment Counsel
California
$419K -$10.3K -135 -2%
HW
877
Hancock Whitney
Mississippi
$419K -$2.52K -33 -0.6%
ACM
878
Allred Capital Management
Texas
$413K +$8.38K +110 +2%
ALAM
879
Asahi Life Asset Management
Japan
$411K -$220K -2,890 -35%
BHWA
880
Beacon Harbor Wealth Advisors
Virginia
$410K +$404K +5,299 New
WF
881
Welch & Forbes
Massachusetts
$409K +$114K +1,500 +40%
FEM
882
Fulcrum Equity Management
Texas
$408K +$19K +249 +5%
WA
883
Wambolt & Associates
Colorado
$407K +$94K +1,233 +31%
LTI
884
Laffer Tengler Investments
Tennessee
$406K +$21.6K +284 +6%
FCCM
885
First City Capital Management
Georgia
$406K
ARMT
886
Amica Retiree Medical Trust
Rhode Island
$406K +$167K +2,195 +72%
AWM
887
Aevitas Wealth Management
Massachusetts
$405K +$37.3K +489 +10%
ANTB
888
AMG National Trust Bank
Colorado
$405K +$400K +5,247 New
BFM
889
Boston Financial Management
Massachusetts
$404K -$49.5K -650 -11%
PWAP
890
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$400K +$5.71K +75 +1%
KFP
891
KMG Fiduciary Partners
Ohio
$399K -$122K -1,602 -24%
PAMG
892
Patton Albertson Miller Group
Tennessee
$399K +$406K +5,325 New
MC
893
Middleton & Co
Massachusetts
$397K
VNA
894
Valley National Advisers
Pennsylvania
$397K
SBH
895
Segall Bryant & Hamill
Illinois
$395K +$34.9K +458 +10%
KB
896
Kimelman & Baird
New York
$394K
SC
897
Savant Capital
Illinois
$393K -$762 -10 -0.2%
BWP
898
Bernardo Wealth Planning
Pennsylvania
$392K -$6.1K -80 -2%
TFS
899
Thoroughbred Financial Services
Tennessee
$391K -$76 -1 -0%
BHWM
900
Bay Harbor Wealth Management
Maryland
$389K -$14.1K -185 -4%

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.