D icon

Dominion Energy
D

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 %
TCA
1026
Tortoise Capital Advisors
Kansas
$216K – – –
RCWMU
1027
Rothschild & Co Wealth Management (UK)
United Kingdom
$215K – – –
IFS
1028
Ifrah Financial Services
Arkansas
$215K +$215K +3,005 New
MHIC
1029
Marble Harbor Investment Counsel
Massachusetts
$214K -$28.5K -400 -12%
LA
1030
LexAurum Advisors
Kansas
$212K – – –
CCM
1031
Chilton Capital Management
Texas
$209K – – –
KC
1032
Kingfisher Capital
North Carolina
$209K +$1.22K +17 +0.6%
AssetMark Inc
1033
AssetMark Inc
California
$209K +$153K +2,144 +275%
FCH
1034
Freestone Capital Holdings
Washington
$209K +$209K +2,931 New
GC
1035
Gratus Capital
Georgia
$208K +$571 +8 +0.3%
NPA
1036
Nichols & Pratt Advisers
Massachusetts
$207K -$138K -1,936 -40%
NPF
1037
Norris Perne & French
Michigan
$207K -$39.3K -550 -16%
SPC
1038
Stewart & Patten Company
California
$207K – – –
WPW
1039
Waldron Private Wealth
Pennsylvania
$207K +$207K +2,898 New
MWPCG
1040
Measured Wealth Private Client Group
New Hampshire
$206K -$91.5K -1,282 -31%
RMDI
1041
R.M. Davis Inc
Maine
$206K – – –
PWM
1042
Perigon Wealth Management
California
$206K +$206K +2,983 New
WG
1043
Winton Group
United Kingdom
$205K -$149K -2,088 -42%
JFGIW
1044
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$99.3K +1,384 +94%
MWM
1045
Modera Wealth Management
New Jersey
$205K +$205K +2,868 New
CWM
1046
Cornerstone Wealth Management
Missouri
$204K -$14.2M -195,784 -99%
IIC
1047
Integrated Investment Consultants
Michigan
$204K -$10.7K -149 -5%
PA
1048
Perennial Advisors
New York
$201K – – –
OFW
1049
Omnia Family Wealth
Florida
$200K -$1.58K -22 -0.8%
WDA
1050
Wendell David Associates
New Hampshire
$200K +$200K +2,800 New
40 41
42
43 44