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Dominion Energy
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Overview Fund Activity

1,337 hedge funds and large institutions have $44.1B invested in Dominion Energy in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 621 increasing their positions, 402 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+21
Holders Change %
+1.6%
% of All Funds
29.37%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.72%
New
99
Increased
621
Reduced
402
Closed
71
Calls
$231M
Puts
$197M
Net Calls
+$34.2M
Net Calls Change
-$104M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$445M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$182M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M

Top Sellers

1
ZP
Zimmer Partners
New York
-$101M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$96.4M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$95.8M
4
USAA
United Services Automobile Association
Texas
-$72.5M
5
Prudential Financial
Prudential Financial
New Jersey
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
876
Welch Group
Alabama
$482K – – –
IC
877
Inverness Counsel
New York
$481K +$226K +2,786 +89%
B
878
Bellecapital
Switzerland
$480K – – –
CCFCSB
879
Cape Cod Five Cents Savings Bank
Massachusetts
$480K +$24.3K +300 +5%
AMIM
880
Aull & Monroe Investment Management
Alabama
$478K -$40.4K -500 -8%
DP
881
Dearborn Partners
Illinois
$478K +$20.9K +258 +5%
PVWM
882
Point View Wealth Management
New Jersey
$476K +$3.16K +39 +0.7%
GVAG
883
Great Valley Advisor Group
Delaware
$475K +$203K +2,509 +75%
RM
884
Resource Management
Louisiana
$470K -$5.99K -74 -1%
RT
885
Rockland Trust
Massachusetts
$469K +$8.94K +112 +2%
OIWM
886
OptiFour Integrated Wealth Management
Virginia
$466K -$11.2K -138 -2%
CGL
887
Clarius Group LLC
Washington
$463K +$71K +876 +18%
AG
888
AlphaSimPlex Group
Massachusetts
$462K -$185K -2,285 -29%
FPS
889
Fieldpoint Private Securities
Connecticut
$462K -$7.14K -88 -2%
DIM
890
DC Investments Management
Virginia
$461K – – –
SIG
891
Schaller Investment Group
North Carolina
$461K – – –
ST
892
Spinnaker Trust
Maine
$461K +$10K +124 +2%
DSC
893
Duncker Streett & Co
Missouri
$460K +$11.3K +139 +3%
RWA
894
Ropes Wealth Advisors
Massachusetts
$456K -$7.13K -88 -2%
IFWM
895
Institute for Wealth Management
Colorado
$455K -$231K -2,846 -34%
CRC
896
Curi RMB Capital
Illinois
$454K -$810 -10 -0.2%
DWT
897
Dorsey & Whitney Trust
South Dakota
$451K +$1.29K +16 +0.3%
BIM
898
Baldwin Investment Management
Pennsylvania
$450K – – –
PCA
899
Personal Capital Advisors
California
$449K -$44.8K -554 -9%
SMFS
900
Squar Milner Financial Services
California
$449K +$155K +1,961 +53%
34 35
36
37 38