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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 %
KB
926
Kimelman & Baird
New York
$413K – – –
Qube Research & Technologies (QRT)
927
Qube Research & Technologies (QRT)
United Kingdom
$413K +$413K +5,097 New
WF
928
Welch & Forbes
Massachusetts
$412K -$16.2K -200 -4%
SC
929
Savant Capital
Illinois
$412K – – –
SWA
930
Stratos Wealth Advisors
Ohio
$411K +$117K +1,441 +40%
MWM
931
Marietta Wealth Management
Georgia
$409K +$409K +5,045 New
BRWM
932
B. Riley Wealth Management
Tennessee
$404K +$53.4K +660 +15%
VNA
933
Valley National Advisers
Pennsylvania
$401K -$14.9K -184 -4%
CCM
934
Cadence Capital Management
Massachusetts
$400K +$972 +12 +0.2%
FMB
935
Field & Main Bank
Kentucky
$399K +$140K +1,725 +54%
CAMG
936
CWA Asset Management Group
Florida
$398K +$2.11K +26 +0.5%
AIC
937
Archer Investment Corporation
Indiana
$397K +$32.4K +400 +9%
BWP
938
Bernardo Wealth Planning
Pennsylvania
$396K -$13.7K -169 -3%
KIA
939
KCM Investment Advisors
California
$396K – – –
SP
940
Successful Portfolios
Florida
$395K +$22.6K +279 +6%
NSIM
941
North Star Investment Management
Illinois
$394K – – –
ACP
942
Ashfield Capital Partners
California
$394K – – –
JSL
943
JT Stratford LLC
Georgia
$393K +$393K +4,854 New
AssetMark Inc
944
AssetMark Inc
California
$390K +$15.8K +195 +4%
PWAP
945
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$387K -$32.4K -400 -8%
MSS
946
Mitchell Sinkler & Starr
Pennsylvania
$387K -$20.3K -250 -5%
LB
947
Landmark Bank
Missouri
$387K -$5.27K -65 -1%
SIC
948
SFE Investment Counsel
California
$387K – – –
NFG
949
Nations Financial Group
Iowa
$387K – – –
ZIC
950
ZWJ Investment Counsel
Georgia
$386K – – –
36 37
38
39 40