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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 %
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$448K +$66.8K +825 +18%
IHL
902
Investment House LLC
California
$444K – – –
MA
903
Montag & Associates
Georgia
$443K – – –
DY
904
Dowling & Yahnke
California
$441K -$19.2K -237 -4%
CSIC
905
Clifford Swan Investment Counsel
California
$440K – – –
S
906
SignatureFD
Georgia
$439K +$46.2K +570 +12%
NFGCM
907
Norman Fields Gottscho Capital Management
New York
$438K -$320K -3,950 -42%
WA
908
Wambolt & Associates
Colorado
$437K +$10.3K +127 +2%
SFS
909
Sowell Financial Services
Arkansas
$437K +$437K +5,387 New
KFP
910
KMG Fiduciary Partners
Ohio
$434K +$16.2K +200 +4%
TFS
911
Thoroughbred Financial Services
Tennessee
$434K +$24.1K +297 +6%
FEM
912
Fulcrum Equity Management
Texas
$432K -$10.4K -128 -2%
AWM
913
Aevitas Wealth Management
Massachusetts
$428K +$3.4K +42 +0.8%
PAS
914
Partnervest Advisory Services
California
$427K +$127K +1,562 +42%
FCCM
915
First City Capital Management
Georgia
$426K – – –
ARMT
916
Amica Retiree Medical Trust
Rhode Island
$425K – – –
WB
917
Webster Bank
Connecticut
$425K +$26.6K +328 +7%
LTI
918
Laffer Tengler Investments
Tennessee
$425K -$810 -10 -0.2%
HW
919
Hancock Whitney
Mississippi
$424K -$15.6K -193 -4%
GAG
920
GM Advisory Group
New York
$420K +$28.2K +348 +7%
GAM
921
Gotham Asset Management
New York
$418K -$111K -1,369 -21%
MC
922
Middleton & Co
Massachusetts
$416K – – –
ACM
923
Allred Capital Management
Texas
$414K -$18.8K -232 -4%
SBH
924
Segall Bryant & Hamill
Illinois
$414K – – –
UF
925
Univest Financial
Pennsylvania
$414K +$30.9K +381 +8%
35 36
37
38 39