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Dominion Energy
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Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$251M
3
State Street
State Street
Massachusetts
+$226M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M
5
Cohen & Steers
Cohen & Steers
New York
+$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$653M
2
ZP
Zimmer Partners
New York
-$172M
3
Franklin Resources
Franklin Resources
California
-$76M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$59M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
951
The Family Firm
Maryland
$445K +$445K +5,376 New
KFP
952
KMG Fiduciary Partners
Ohio
$444K – – –
NFG
953
Nations Financial Group
Iowa
$443K +$54.9K +663 +14%
ONB
954
Old National Bancorp
Indiana
$442K -$63.1K -762 -12%
AG
955
AlphaSimPlex Group
Massachusetts
$441K -$30.2K -365 -6%
HB
956
Homrich & Berg
Georgia
$441K +$89.3K +1,078 +25%
AWM
957
Absher Wealth Management
North Carolina
$440K +$440K +5,201 New
BFM
958
Boston Financial Management
Massachusetts
$439K -$90.4K -1,090 -17%
WB
959
Webster Bank
Connecticut
$439K +$4.97K +60 +1%
WW
960
Westshore Wealth
California
$439K +$439K +5,300 New
BW
961
Bison Wealth
Georgia
$436K -$130K -1,575 -23%
PAS
962
Partnervest Advisory Services
California
$436K -$331 -4 -0.1%
FCCM
963
First City Capital Management
Georgia
$435K – – –
FMB
964
Field & Main Bank
Kentucky
$434K +$26.5K +320 +6%
CSPIA
965
Cary Street Partners Investment Advisory
Virginia
$428K +$428K +5,172 New
MC
966
Middleton & Co
Massachusetts
$425K – – –
SBH
967
Segall Bryant & Hamill
Illinois
$423K – – –
AIC
968
Archer Investment Corporation
Indiana
$423K +$17.4K +210 +4%
WF
969
Welch & Forbes
Massachusetts
$421K – – –
SVWAG
970
Sound View Wealth Advisors Group
Georgia
$419K -$182K -2,197 -30%
JSL
971
JT Stratford LLC
Georgia
$418K +$16.1K +194 +4%
CAAS
972
Capital Asset Advisory Services
Michigan
$417K +$417K +4,898 New
PWM
973
Peterson Wealth Management
Nevada
$417K +$417K +5,089 New
BAM
974
Blueshift Asset Management
New Jersey
$416K +$416K +5,026 New
GAM
975
Gotham Asset Management
New York
$414K -$12.4K -150 -3%
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39
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