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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 %
CA
951
Calton & Associates
Florida
$386K +$167K +2,066 +77%
FMW
952
Farr Miller & Washington
District of Columbia
$384K – – –
CP
953
Camelot Portfolios
Ohio
$382K -$9.24K -114 -2%
CPA
954
Court Place Advisors
Maryland
$380K -$8.92K -110 -2%
IIM
955
Ipswich Investment Management
Massachusetts
$379K -$2.43K -30 -0.6%
ANTB
956
AMG National Trust Bank
Colorado
$377K -$48.7K -600 -11%
MPI
957
Mairs & Power Inc
Minnesota
$377K +$1.14K +14 +0.3%
MAP
958
Milestone Advisory Partners
North Carolina
$374K – – –
SIAP
959
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$374K +$243 +3 +0.1%
HCA
960
Harbour Capital Advisors
Virginia
$373K – – –
CRIG
961
Charter Research & Investment Group
Connecticut
$372K – – –
CC
962
Cognios Capital
Kansas
$372K +$143K +1,770 +63%
PIA
963
Pinion Investment Advisors
Kansas
$371K +$3.24K +40 +0.9%
AWM
964
Altavista Wealth Management
North Carolina
$371K +$48.6K +600 +15%
MA
965
MUFG Americas
New York
$370K -$10.1K -125 -3%
FA
966
Fiducient Advisors
Illinois
$370K – – –
CA
967
Clearstead Advisors
Ohio
$369K +$73K +900 +25%
SFP
968
Shepherd Financial Partners
Massachusetts
$368K – – –
BEAM
969
Baker Ellis Asset Management
Washington
$368K – – –
VC
970
Vicus Capital
Pennsylvania
$367K +$61.8K +762 +20%
Dodge & Cox
971
Dodge & Cox
California
$366K – – –
CFS
972
CRA Financial Services
New Jersey
$366K +$24.3K +300 +7%
CWM
973
Cornerstone Wealth Management
Missouri
$366K +$106K +1,304 +41%
AIM
974
Avity Investment Management
Connecticut
$361K -$6.08K -75 -2%
SIM
975
Sadoff Investment Management
Wisconsin
$361K – – –
37 38
39
40 41