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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
O
976
Ossiam
France
$260K +$266K +3,644 New
VWM
977
Venturi Wealth Management
Texas
$259K +$303K +4,147 New
SWA
978
Stratos Wealth Advisors
Ohio
$258K +$264K +3,616 New
PCM
979
Palisade Capital Management
New Jersey
$257K +$2.7K +37 +1%
PAMU
980
Pictet Asset Management (UK)
United Kingdom
$256K +$9.73M +133,153 +4%
MCM
981
McMillion Capital Management
North Carolina
$255K
FMTC
982
Farmers & Merchants Trust Company
California
$254K +$259K +3,548 New
LJHT
983
Laurie J. Hall Trustee
$253K -$7.31K -100 -3%
FAB
984
First American Bank
Illinois
$253K
WF
985
Welch & Forbes
Massachusetts
$252K
WWM
986
Windsor Wealth Management
Indiana
$252K +$40.8K +559 +19%
AP
987
Appleton Partners
Massachusetts
$250K -$39.8K -545 -13%
SRC
988
Stone Run Capital
New York
$250K
BKA
989
Brick & Kyle Associates
Pennsylvania
$250K +$256K +3,498 New
RP
990
Rowlandmiller & Partners
Georgia
$248K
CA
991
Clearstead Advisors
Ohio
$247K +$253K +3,462 New
RPA
992
Rock Point Advisors
Vermont
$246K
ATC
993
Adirondack Trust Company
New York
$246K +$8.77K +120 +4%
ACP
994
Arcus Capital Partners
Georgia
$245K +$11.4K +156 +5%
WIC
995
Whitegate Investment Counselors
New Hampshire
$245K +$251K +3,433 New
WA
996
Wheatland Advisors
Pennsylvania
$244K
CL
997
Choreo LLC
Illinois
$242K -$22.3K -305 -8%
CWM
998
Confluence Wealth Management
Oregon
$241K +$438 +6 +0.2%
NPPM
999
North Point Portfolio Managers
Ohio
$239K
PHS
1000
Pekin Hardy Strauss
Illinois
$239K

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.