We are live on ! Find out more
D icon

Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$364K -$9.91K -130 -3%
IIM
927
Ipswich Investment Management
Massachusetts
$364K
SG
928
StoneX Group
New York
$363K -$16.6K -218 -4%
NFG
929
Nations Financial Group
Iowa
$363K
MA
930
MUFG Americas
New York
$363K +$14.9K +195 +4%
PWMAG
931
Pinnacle Wealth Management Advisory Group
New Jersey
$362K -$37K -485 -9%
WWM
932
Windsor Wealth Management
Indiana
$362K +$35.5K +466 +11%
FNB
933
Farmers National Bank
Kentucky
$361K -$1.52K -20 -0.4%
MPI
934
Mairs & Power Inc
Minnesota
$358K
AssetMark Inc
935
AssetMark Inc
California
$357K -$4.88K -64 -1%
SIAP
936
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$357K +$305 +4 +0.1%
MAP
937
Milestone Advisory Partners
North Carolina
$357K +$45.7K +600 +15%
HCA
938
Harbour Capital Advisors
Virginia
$356K
CRIG
939
Charter Research & Investment Group
Connecticut
$355K -$38.1K -500 -10%
SP
940
Successful Portfolios
Florida
$355K -$23.8K -312 -6%
CAM
941
Cresset Asset Management
Illinois
$355K +$173K +2,265 +98%
FA
942
Fiducient Advisors
Illinois
$353K
SFP
943
Shepherd Financial Partners
Massachusetts
$352K
PIA
944
Pinion Investment Advisors
Kansas
$351K -$21K -275 -6%
BEAM
945
Baker Ellis Asset Management
Washington
$351K -$15.4K -202 -4%
AIM
946
Avity Investment Management
Connecticut
$350K +$57.2K +750 +20%
AIL
947
AGF Investments LLC
Ontario, Canada
$350K +$345K +4,526 New
Dodge & Cox
948
Dodge & Cox
California
$349K
OC
949
Oarsman Capital
Wisconsin
$348K -$17.8K -234 -5%
AIC
950
Archer Investment Corporation
Indiana
$348K

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.