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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
DT
901
Diversified Trust
Tennessee
$517K +$510K +6,246 New
S
902
SignatureFD
Georgia
$514K +$64.8K +793 +15%
PA
903
Parallel Advisors
California
$513K +$14.5K +177 +3%
CFMC
904
Curbstone Financial Management Corp
New Hampshire
$509K
DAC
905
Dividend Assets Capital
South Carolina
$507K
FHA
906
Flagship Harbor Advisors
Massachusetts
$505K +$735 +9 +0.1%
KFGK
907
Keystone Financial Group (Kentucky)
Kentucky
$504K -$26.3K -322 -5%
DIM
908
DC Investments Management
Virginia
$504K +$32.7K +400 +7%
CWAG
909
Compton Wealth Advisory Group
Virginia
$502K -$109K -1,335 -18%
GVAG
910
Great Valley Advisor Group
Delaware
$502K +$15.7K +192 +3%
WA
911
Wambolt & Associates
Colorado
$502K +$54.1K +662 +12%
MLL
912
Moody Lynn & Lieberson
Massachusetts
$501K -$17.6K -215 -3%
CICI
913
Capital Investment Counsel Inc
North Carolina
$500K -$4.41K -54 -0.9%
LS
914
Livforsakringsbolaget Skandia
Sweden
$499K -$310K -3,800 -39%
KFS
915
Kurt F. Somerville
$497K -$42.3K -518 -8%
CC
916
Chicago Capital
Illinois
$496K
BPWA
917
Beacon Pointe Wealth Advisors
California
$495K +$489K +5,986 New
FCA
918
FinTrust Capital Advisors
South Carolina
$493K -$138K -1,690 -22%
Jane Street
919
Jane Street
New York
$492K -$108K -1,326 -18%
WG
920
Welch Group
Alabama
$492K
FPS
921
Fieldpoint Private Securities
Connecticut
$490K +$18.4K +225 +4%
AMIM
922
Aull & Monroe Investment Management
Alabama
$489K
MA
923
Mutual Advisors
Nebraska
$487K +$262K +3,206 +120%
MAM
924
Marotta Asset Management
Virginia
$484K +$461K +5,644 New
RM
925
Resource Management
Louisiana
$481K +$245 +3 +0.1%

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.