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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
FEM
951
Fulcrum Equity Management
Texas
$446K +$4.82K +59 +1%
MWM
952
Marietta Wealth Management
Georgia
$445K +$26.6K +325 +6%
TFF
953
The Family Firm
Maryland
$445K +$439K +5,376 New
KFP
954
KMG Fiduciary Partners
Ohio
$444K
NFG
955
Nations Financial Group
Iowa
$443K +$54.2K +663 +14%
ONB
956
Old National Bancorp
Indiana
$442K -$62.3K -762 -12%
AG
957
AlphaSimPlex Group
Massachusetts
$441K -$29.8K -365 -6%
HB
958
Homrich & Berg
Georgia
$441K +$88.1K +1,078 +25%
AWM
959
Absher Wealth Management
North Carolina
$440K +$425K +5,201 New
BFM
960
Boston Financial Management
Massachusetts
$439K -$89.1K -1,090 -17%
WB
961
Webster Bank
Connecticut
$439K +$4.9K +60 +1%
WW
962
Westshore Wealth
California
$439K +$433K +5,300 New
BW
963
Bison Wealth
Georgia
$436K -$129K -1,575 -23%
PAS
964
Partnervest Advisory Services
California
$436K -$327 -4 -0.1%
FCCM
965
First City Capital Management
Georgia
$435K
FMB
966
Field & Main Bank
Kentucky
$434K +$26.1K +320 +6%
CSPIA
967
Cary Street Partners Investment Advisory
Virginia
$428K +$423K +5,172 New
MC
968
Middleton & Co
Massachusetts
$425K
SBH
969
Segall Bryant & Hamill
Illinois
$423K
AIC
970
Archer Investment Corporation
Indiana
$423K +$17.2K +210 +4%
WF
971
Welch & Forbes
Massachusetts
$421K
SVWAG
972
Sound View Wealth Advisors Group
Georgia
$419K -$180K -2,197 -30%
JSL
973
JT Stratford LLC
Georgia
$418K +$15.9K +194 +4%
CAAS
974
Capital Asset Advisory Services
Michigan
$417K +$400K +4,898 New
PWM
975
Peterson Wealth Management
Nevada
$417K +$416K +5,089 New

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.