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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
B
951
Bailard
California
$287K +$293K +4,011 New
Luther King Capital Management (LKCM)
952
Luther King Capital Management (LKCM)
Texas
$286K +$3.43K +47 +1%
BOTW
953
Bank of the West
California
$286K +$293K +4,007 New
MC
954
Miramar Capital
Illinois
$283K +$283K +3,870 New
CFGS
955
Concourse Financial Group Securities
Alabama
$282K +$215K +2,938 +291%
FIB
956
First Interstate Bank
Montana
$281K -$14.4K -197 -5%
GTAM
957
Global Trust Asset Management
Florida
$281K
CFS
958
CRA Financial Services
New Jersey
$279K +$285K +3,900 New
PAS
959
Partnervest Advisory Services
California
$278K +$48.2K +660 +20%
VC
960
Voit & Company
Wisconsin
$278K +$285K +3,895 New
SCA
961
Snowden Capital Advisors
New York
$278K +$16.4K +225 +6%
MA
962
Montag & Associates
Georgia
$277K
HIMC
963
Heritage Investors Management Corp
Maryland
$277K +$13.5K +185 +5%
MA
964
MUFG Americas
New York
$275K -$19.3K -264 -6%
S
965
SignatureFD
Georgia
$267K +$72.8K +997 +36%
AFM
966
Abbot Financial Management
Massachusetts
$266K
KWM
967
Kingsview Wealth Management
Oregon
$266K +$54.9K +752 +25%
EGA
968
E&G Advisors
Texas
$265K +$14.8K +203 +6%
NFG
969
Nadler Financial Group
Illinois
$264K +$270K +3,700 New
CA
970
Continuum Advisory
Idaho
$263K -$39.9K -546 -13%
AWM
971
Aevitas Wealth Management
Massachusetts
$262K -$34K -465 -11%
BFO
972
Biltmore Family Office
North Carolina
$262K +$17.9K +245 +7%
HCM
973
Howland Capital Management
Massachusetts
$260K
PAM
974
Private Asset Management
California
$260K
CBN
975
Cadence Bank NA
Texas
$260K +$10K +137 +4%

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.