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Dominion Energy
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Overview Fund Activity

1,255 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, 465 increasing their positions, 398 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+87
Holders Change %
+7.45%
% of All Funds
28.01%
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
465
Reduced
398
Closed
75
Calls
$175M
Puts
$110M
Net Calls
+$65.8M
Net Calls Change
-$131M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$296M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$272M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$197M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$121M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$255M
2
CCM
Causeway Capital Management
California
-$171M
3
CBOA
Commonwealth Bank of Australia
Australia
-$60.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$55.6M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
976
Venturi Wealth Management
Texas
$259K +$259K +4,147 New
SWA
977
Stratos Wealth Advisors
Ohio
$258K +$258K +3,616 New
PCM
978
Palisade Capital Management
New Jersey
$257K +$2.64K +37 +1%
PAMU
979
Pictet Asset Management (UK)
United Kingdom
$256K +$9.52K +133,153 +4%
MCM
980
McMillion Capital Management
North Carolina
$255K – – –
FMTC
981
Farmers & Merchants Trust Company
California
$254K +$254K +3,548 New
LJHT
982
Laurie J. Hall Trustee
$253K -$7.34K -100 -3%
FAB
983
First American Bank
Illinois
$253K – – –
WF
984
Welch & Forbes
Massachusetts
$252K – – –
WWM
985
Windsor Wealth Management
Indiana
$252K +$40K +559 +19%
AP
986
Appleton Partners
Massachusetts
$250K -$38.9K -545 -13%
SRC
987
Stone Run Capital
New York
$250K – – –
BKA
988
Brick & Kyle Associates
Pennsylvania
$250K +$250K +3,498 New
RP
989
Rowlandmiller & Partners
Georgia
$248K – – –
CA
990
Clearstead Advisors
Ohio
$247K +$247K +3,462 New
RPA
991
Rock Point Advisors
Vermont
$246K – – –
ATC
992
Adirondack Trust Company
New York
$246K +$8.57K +120 +4%
ACP
993
Arcus Capital Partners
Georgia
$245K +$11.2K +156 +5%
WIC
994
Whitegate Investment Counselors
New Hampshire
$245K +$245K +3,433 New
WA
995
Wheatland Advisors
Pennsylvania
$244K – – –
CL
996
Choreo LLC
Illinois
$242K -$21.8K -305 -8%
CWM
997
Confluence Wealth Management
Oregon
$241K +$429 +6 +0.2%
NPPM
998
North Point Portfolio Managers
Ohio
$239K – – –
PHS
999
Pekin Hardy Strauss
Illinois
$239K – – –
P
1000
Pitcairn
Pennsylvania
$239K +$1.22K +17 +0.5%
38 39
40
41 42