D icon

Dominion Energy
D

Overview Fund Activity

1,337 hedge funds and large institutions have $44.1B invested in Dominion Energy in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 621 increasing their positions, 402 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+21
Holders Change %
+1.6%
% of All Funds
29.37%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.72%
New
99
Increased
621
Reduced
402
Closed
71
Calls
$231M
Puts
$197M
Net Calls
+$34.2M
Net Calls Change
-$104M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$445M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$182M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M

Top Sellers

1
ZP
Zimmer Partners
New York
-$101M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$96.4M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$95.8M
4
USAA
United Services Automobile Association
Texas
-$72.5M
5
Prudential Financial
Prudential Financial
New Jersey
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSBTD
1001
Glenview State Bank Trust Department
Illinois
$332K – – –
Lido Advisors
1002
Lido Advisors
California
$331K +$98.7K +1,219 +42%
MCA
1003
Mercer Capital Advisers
New Jersey
$330K – – –
RIM
1004
Reliant Investment Management
Tennessee
$330K – – –
ACI
1005
Alpha Cubed Investments
California
$330K +$96.3K +1,188 +41%
RIM
1006
Redwood Investment Management
Arizona
$328K -$5.91K -73 -2%
CWM
1007
Confluence Wealth Management
Oregon
$328K +$51.4K +634 +19%
PA
1008
Probity Advisors
Texas
$326K – – –
AAIM
1009
Asset Advisors Investment Management
Georgia
$325K +$325K +4,015 New
UFG
1010
United Fire Group
Iowa
$324K -$81K -1,000 -20%
WSCM
1011
Wellington Shields Capital Management
New York
$324K -$64.8K -800 -17%
B
1012
Bailard
California
$321K – – –
P
1013
Pitcairn
Pennsylvania
$321K +$11.7K +145 +4%
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$320K – – –
CA
1015
Claro Advisors
Massachusetts
$319K -$12.1K -149 -4%
GD
1016
Grandfield & Dodd
New York
$319K – – –
KPW
1017
Kore Private Wealth
New York
$318K +$85.1K +1,050 +37%
TF
1018
Tompkins Financial
New York
$316K – – –
VNB
1019
Virginia National Bank
Virginia
$316K – – –
LOAMS
1020
Lombard Odier Asset Management (Switzerland)
Switzerland
$313K +$69.6K +858 +29%
DLCIG
1021
D.L. Carlson Investment Group
New Hampshire
$312K -$13.1K -162 -4%
WI
1022
Wintrust Investments
Illinois
$308K -$20.3K -250 -6%
BAC
1023
Boys Arnold & Co
North Carolina
$307K -$24.3K -300 -7%
MCM
1024
McMillion Capital Management
North Carolina
$307K – – –
Rockefeller Capital Management
1025
Rockefeller Capital Management
New York
$306K -$154K -1,910 -34%
39 40
41
42 43