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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
CCFCSB
926
Cape Cod Five Cents Savings Bank
Massachusetts
$479K -$10.6K -130 -2%
OIWM
927
OptiFour Integrated Wealth Management
Virginia
$478K +$2.29K +28 +0.5%
SC
928
Savant Capital
Illinois
$478K +$56K +685 +13%
PVWM
929
Point View Wealth Management
New Jersey
$477K -$10.1K -124 -2%
DWT
930
Dorsey & Whitney Trust
South Dakota
$477K +$14.7K +180 +3%
ZIC
931
ZWJ Investment Counsel
Georgia
$473K +$77.1K +944 +20%
ICA
932
Infrastructure Capital Advisors
New York
$472K -$339K -4,143 -42%
FTC
933
Farmers Trust Company
Ohio
$472K -$30.2K -370 -6%
IFWM
934
Institute for Wealth Management
Colorado
$472K +$6.62K +81 +1%
CWS
935
Cypress Wealth Services
California
$471K -$33.2K -406 -7%
SIG
936
Schaller Investment Group
North Carolina
$471K
PCA
937
Personal Capital Advisors
California
$468K +$8.42K +103 +2%
AWM
938
Aevitas Wealth Management
Massachusetts
$466K +$28.3K +346 +7%
Parallax Volatility Advisers
939
Parallax Volatility Advisers
California
$465K -$1.26M -15,453 -73%
AWM
940
Altavista Wealth Management
North Carolina
$465K +$84.6K +1,036 +23%
ST
941
Spinnaker Trust
Maine
$461K -$10.1K -124 -2%
RWA
942
Ropes Wealth Advisors
Massachusetts
$460K -$5.72K -70 -1%
BIM
943
Baldwin Investment Management
Pennsylvania
$460K
TFS
944
Thoroughbred Financial Services
Tennessee
$459K +$15.4K +189 +4%
IHL
945
Investment House LLC
California
$454K
MA
946
Montag & Associates
Georgia
$453K
DSC
947
Duncker Streett & Co
Missouri
$449K -$20.1K -246 -4%
CSIC
948
Clifford Swan Investment Counsel
California
$449K
LFG
949
LifePlan Financial Group
Ohio
$448K +$193K +2,367 +78%
DY
950
Dowling & Yahnke
California
$446K -$5.31K -65 -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.