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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
BAM
976
Blueshift Asset Management
New Jersey
$416K +$411K +5,026 New
GAM
977
Gotham Asset Management
New York
$414K -$12.3K -150 -3%
KPW
978
Kore Private Wealth
New York
$414K +$88K +1,077 +27%
PTP
979
Platform Technology Partners
New York
$413K +$407K +4,986 New
IC
980
Inverness Counsel
New York
$411K -$79.1K -968 -16%
VNA
981
Valley National Advisers
Pennsylvania
$410K
AssetMark Inc
982
AssetMark Inc
California
$409K +$9.97K +122 +3%
FMW
983
Farr Miller & Washington
District of Columbia
$409K +$16.3K +200 +4%
TF
984
Tompkins Financial
New York
$407K +$82.5K +1,010 +26%
ECA
985
Elevated Capital Advisors
Utah
$407K +$401K +4,911 New
BRWM
986
B. Riley Wealth Management
Tennessee
$406K -$7.19K -88 -2%
BAC
987
Boys Arnold & Co
North Carolina
$406K +$90.2K +1,104 +29%
NSIM
988
North Star Investment Management
Illinois
$403K
NIM
989
NuWave Investment Management
New Jersey
$401K +$180K +2,200 +83%
MW
990
Marcum Wealth
Ohio
$400K +$394K +4,827 New
CPA
991
Court Place Advisors
Maryland
$396K +$7.35K +90 +2%
RIM
992
Redwood Investment Management
Arizona
$396K +$59.7K +731 +18%
BWP
993
Bernardo Wealth Planning
Pennsylvania
$395K -$9.72K -119 -2%
MSS
994
Mitchell Sinkler & Starr
Pennsylvania
$395K
IWS
995
Insight Wealth Strategies
California
$394K +$137K +1,674 +54%
SIC
996
SFE Investment Counsel
California
$393K -$1.63K -20 -0.4%
CB
997
CNB Bank
Pennsylvania
$393K +$100K +1,228 +35%
LB
998
Landmark Bank
Missouri
$390K -$5.47K -67 -1%
CFS
999
CRA Financial Services
New Jersey
$390K +$16.3K +200 +4%
SP
1000
Successful Portfolios
Florida
$389K -$14.5K -177 -4%

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.