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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
NFGCM
876
Norman Fields Gottscho Capital Management
New York
$555K +$107K +1,305 +24%
PL
877
Perpetual Ltd
Australia
$554K
WPP
878
Whalerock Point Partners
Rhode Island
$552K -$69.5K -850 -11%
KC
879
Kingfisher Capital
North Carolina
$552K -$25.4K -311 -4%
LWCFA
880
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$552K +$92.6K +1,133 +20%
SFG
881
Summit Financial Group
West Virginia
$551K -$34.6K -424 -6%
CCM
882
Cadence Capital Management
Massachusetts
$551K +$140K +1,714 +35%
ALAM
883
Asahi Life Asset Management
Japan
$546K -$20.4K -250 -4%
ET
884
Equitable Trust
Tennessee
$546K +$30.1K +369 +6%
APG
885
Abacus Planning Group
South Carolina
$545K -$5.31K -65 -1%
BST
886
Bath Savings Trust
Maine
$542K
SC
887
Sawyer & Company
Massachusetts
$542K +$16.3K +200 +3%
SCM
888
Shelton Capital Management
Colorado
$539K -$43.8K -536 -8%
SIA
889
Strategic Investment Advisors
Michigan
$535K +$12.6K +154 +2%
PAMG
890
Patton Albertson Miller Group
Tennessee
$533K +$36.8K +450 +8%
CFA
891
Cahill Financial Advisors
Minnesota
$530K +$163 +2 +0%
HFAS
892
Hummer Financial Advisory Services
Illinois
$530K +$523K +6,401 New
AT
893
Arden Trust
Delaware
$529K -$502K -6,147 -49%
Rockefeller Capital Management
894
Rockefeller Capital Management
New York
$529K +$213K +2,612 +69%
ACWM
895
Adams Chetwood Wealth Management
North Carolina
$528K +$521K +6,379 New
Fiera Capital (Canada)
896
Fiera Capital (Canada)
Quebec, Canada
$526K -$343K -4,200 -40%
TSS
897
Two Sigma Securities
New York
$524K +$517K +6,332 New
EGA
898
E&G Advisors
Texas
$523K +$16.3K +200 +3%
NAM
899
North American Management
Massachusetts
$521K -$40.9K -500 -7%
CCM
900
Crabel Capital Management
California
$517K +$260K +3,183 +104%

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.