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Dominion Energy

1,257 hedge funds and large institutions have $33.4B invested in Dominion Energy in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 466 increasing their positions, 398 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 75

131% more funds holding in top 10

Funds holding in top 10: 1330 (+17)

60% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

17% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 398

7% more funds holding

Funds holding: 1,1701,257 (+87)

7% more capital invested

Capital invested by funds: $31.3B → $33.4B (+$2.08B)

3.77% more ownership

Funds ownership: 68.19%71.96% (+3.8%)

Holders
1,257
Holders Change
+87
Holders Change %
+7.44%
% of All Funds
28%
Holding in Top 10
30
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+130.77%
% of All Funds
0.67%
New
174
Increased
466
Reduced
398
Closed
75
Calls
$175M
Puts
$110M
Net Calls
+$65.8M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
926
Segall Bryant & Hamill
Illinois
$311K +$46.6K +638 +17%
CAMG
927
CWA Asset Management Group
Florida
$310K +$5.92K +81 +2%
GD
928
Grandfield & Dodd
New York
$309K -$14.6K -200 -4%
EWF
929
Epstein & White Financial
California
$307K -$7.75K -106 -2%
PA
930
Parallel Advisors
California
$307K +$26.9K +368 +9%
SCM
931
Shelton Capital Management
Colorado
$304K
BW
932
Bison Wealth
Georgia
$303K +$18.2K +249 +6%
FCA
933
FinTrust Capital Advisors
South Carolina
$303K +$310K +4,241 New
AHB
934
Abner Herrman & Brock
New Jersey
$303K +$310K +4,246 New
CNB
935
Camden National Bank
Maine
$302K -$2.19K -30 -0.7%
IIM
936
Ipswich Investment Management
Massachusetts
$302K
PA
937
Probity Advisors
Texas
$301K
GHAM
938
Gilman Hill Asset Management
Connecticut
$300K +$43.8K +600 +17%
LD
939
Lipe & Dalton
New York
$298K -$7.31K -100 -2%
SMFS
940
Squar Milner Financial Services
California
$298K -$4.46K -61 -1%
SAM
941
Summit Asset Management
Tennessee
$298K
ZIC
942
ZWJ Investment Counsel
Georgia
$298K
LFA
943
Legend Financial Advisors
Pennsylvania
$296K +$303K +4,142 New
RIM
944
Reliant Investment Management
Tennessee
$295K
GSBTD
945
Glenview State Bank Trust Department
Illinois
$293K
GWS
946
Glassman Wealth Services
Virginia
$292K +$1.53K +21 +0.5%
MCA
947
Mercer Capital Advisers
New Jersey
$291K
WAM
948
Wakefield Asset Management
Colorado
$290K +$297K +4,063 New
CICI
949
Capital Investment Counsel Inc
North Carolina
$288K -$21.6K -295 -7%
DZ Bank
950
DZ Bank
Germany
$288K +$212K +2,900 +264%

D Hedge Fund Activity: Q4 2018 in Review

1,257 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2018, worth a combined $33.4B — up 6.6% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new D positions and 75 closed out — a net gain of 99 holders — while 466 added to existing stakes and 398 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $302M. The largest seller was Franklin Resources, cutting an estimated $261M.

  • 1,257 institutional investors held Dominion Energy (D) as of Q4 2018, up from 1,170 in Q3 2018.
  • Funds reported $33.4B of Dominion Energy stock for Q4 2018, up 6.6% quarter-over-quarter.
  • 174 funds opened new Dominion Energy positions in Q4 2018 and 75 closed out, a net change of +99 holders.
  • The largest Dominion Energy buyer in Q4 2018 was Goldman Sachs, an estimated $302M added.
  • The largest Dominion Energy seller in Q4 2018 was Franklin Resources, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2018.