D icon

Dominion Energy
D

Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$251M
3
State Street
State Street
Massachusetts
+$226M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M
5
Cohen & Steers
Cohen & Steers
New York
+$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$653M
2
ZP
Zimmer Partners
New York
-$172M
3
Franklin Resources
Franklin Resources
California
-$76M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$59M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
901
Parallel Advisors
California
$513K +$14.7K +177 +3%
CFMC
902
Curbstone Financial Management Corp
New Hampshire
$509K – – –
DAC
903
Dividend Assets Capital
South Carolina
$507K – – –
FHA
904
Flagship Harbor Advisors
Massachusetts
$505K +$745 +9 +0.1%
KFGK
905
Keystone Financial Group (Kentucky)
Kentucky
$504K -$26.7K -322 -5%
DIM
906
DC Investments Management
Virginia
$504K +$33.1K +400 +7%
CWAG
907
Compton Wealth Advisory Group
Virginia
$502K -$110K -1,335 -18%
GVAG
908
Great Valley Advisor Group
Delaware
$502K +$15.9K +192 +3%
WA
909
Wambolt & Associates
Colorado
$502K +$54.9K +662 +12%
MLL
910
Moody Lynn & Lieberson
Massachusetts
$501K -$17.8K -215 -3%
CICI
911
Capital Investment Counsel Inc
North Carolina
$500K -$4.47K -54 -0.9%
LS
912
Livforsakringsbolaget Skandia
Sweden
$499K -$314K -3,800 -39%
KFS
913
Kurt F. Somerville
$497K -$42.9K -518 -8%
CC
914
Chicago Capital
Illinois
$496K – – –
BPWA
915
Beacon Pointe Wealth Advisors
California
$495K +$495K +5,986 New
FCA
916
FinTrust Capital Advisors
South Carolina
$493K -$140K -1,690 -22%
Jane Street
917
Jane Street
New York
$492K -$110K -1,326 -18%
WG
918
Welch Group
Alabama
$492K – – –
FPS
919
Fieldpoint Private Securities
Connecticut
$490K +$18.6K +225 +4%
AMIM
920
Aull & Monroe Investment Management
Alabama
$489K – – –
MA
921
Mutual Advisors
Nebraska
$487K +$265K +3,206 +120%
MAM
922
Marotta Asset Management
Virginia
$484K +$484K +5,644 New
RM
923
Resource Management
Louisiana
$481K +$248 +3 +0.1%
CCFCSB
924
Cape Cod Five Cents Savings Bank
Massachusetts
$479K -$10.8K -130 -2%
OIWM
925
OptiFour Integrated Wealth Management
Virginia
$478K +$2.32K +28 +0.5%
35 36
37
38 39