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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
CNB
1001
Camden National Bank
Maine
$389K +$32.7K +400 +9%
PWAP
1002
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$387K -$16.3K -200 -4%
IIM
1003
Ipswich Investment Management
Massachusetts
$387K
CA
1004
Calton & Associates
Florida
$386K -$8.58K -105 -2%
ANTB
1005
AMG National Trust Bank
Colorado
$385K
MPI
1006
Mairs & Power Inc
Minnesota
$385K
MAP
1007
Milestone Advisory Partners
North Carolina
$383K
HW
1008
Hancock Whitney
Mississippi
$382K -$49.8K -610 -12%
KIA
1009
KCM Investment Advisors
California
$382K -$21.8K -267 -5%
ACP
1010
Ashfield Capital Partners
California
$381K -$21.7K -265 -5%
HCA
1011
Harbour Capital Advisors
Virginia
$381K
RMDI
1012
R.M. Davis Inc
Maine
$381K +$40.9K +500 +12%
CRIG
1013
Charter Research & Investment Group
Connecticut
$380K
SIA
1014
Soltis Investment Advisors
Utah
$380K +$375K +4,591 New
AIM
1015
Alhambra Investment Management
Florida
$380K +$375K +4,594 New
FA
1016
Fiducient Advisors
Illinois
$379K
SFP
1017
Shepherd Financial Partners
Massachusetts
$378K +$899 +11 +0.2%
SMFS
1018
Squar Milner Financial Services
California
$377K -$91.8K -1,124 -20%
BFO
1019
Biltmore Family Office
North Carolina
$377K +$92.5K +1,132 +33%
PIA
1020
Pinion Investment Advisors
Kansas
$376K -$2.45K -30 -0.7%
Dodge & Cox
1021
Dodge & Cox
California
$374K
SWA
1022
Stratos Wealth Advisors
Ohio
$370K -$49.2K -602 -12%
Teacher Retirement System of Texas
1023
Teacher Retirement System of Texas
Texas
$370K +$162K +1,980 +79%
AIM
1024
Avity Investment Management
Connecticut
$369K
SIM
1025
Sadoff Investment Management
Wisconsin
$369K

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.