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Dominion Energy

1,257 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, 466 increasing their positions, 398 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 75

131% more funds holding in top 10

Funds holding in top 10: 1330 (+17)

60% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

17% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 398

7% more funds holding

Funds holding: 1,1701,257 (+87)

7% more capital invested

Capital invested by funds: $31.3B → $33.4B (+$2.08B)

3.77% more ownership

Funds ownership: 68.19%71.96% (+3.8%)

Holders
1,257
Holders Change
+87
Holders Change %
+7.44%
% of All Funds
28%
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
466
Reduced
398
Closed
75
Calls
$175M
Puts
$110M
Net Calls
+$65.8M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1026
LifePlan Financial Group
Ohio
$217K
TCA
1027
Tortoise Capital Advisors
Kansas
$216K
RCWMU
1028
Rothschild & Co Wealth Management (UK)
United Kingdom
$215K
IFS
1029
Ifrah Financial Services
Arkansas
$215K +$220K +3,005 New
MHIC
1030
Marble Harbor Investment Counsel
Massachusetts
$214K -$29.2K -400 -12%
LA
1031
LexAurum Advisors
Kansas
$212K
CCM
1032
Chilton Capital Management
Texas
$209K
KC
1033
Kingfisher Capital
North Carolina
$209K +$1.24K +17 +0.6%
AssetMark Inc
1034
AssetMark Inc
California
$209K +$157K +2,144 +275%
FCH
1035
Freestone Capital Holdings
Washington
$209K +$214K +2,931 New
GC
1036
Gratus Capital
Georgia
$208K +$585 +8 +0.3%
NPA
1037
Nichols & Pratt Advisers
Massachusetts
$207K -$141K -1,936 -40%
NPF
1038
Norris Perne & French
Michigan
$207K -$40.2K -550 -16%
SPC
1039
Stewart & Patten Company
California
$207K
WPW
1040
Waldron Private Wealth
Pennsylvania
$207K +$212K +2,898 New
MWPCG
1041
Measured Wealth Private Client Group
New Hampshire
$206K -$93.7K -1,282 -31%
RMDI
1042
R.M. Davis Inc
Maine
$206K
PWM
1043
Perigon Wealth Management
California
$206K +$218K +2,983 New
WG
1044
Winton Group
United Kingdom
$205K -$153K -2,088 -42%
JFGIW
1045
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$101K +1,384 +94%
MWM
1046
Modera Wealth Management
New Jersey
$205K +$210K +2,868 New
CWM
1047
Cornerstone Wealth Management
Missouri
$204K -$14.3M -195,784 -99%
IIC
1048
Integrated Investment Consultants
Michigan
$204K -$10.9K -149 -5%
PA
1049
Perennial Advisors
New York
$201K
OFW
1050
Omnia Family Wealth
Florida
$200K -$1.61K -22 -0.8%

D Hedge Fund Activity: Q4 2018 in Review

1,257 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2018, worth a combined $33.4B — up 6.6% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new D positions and 75 closed out — a net gain of 99 holders — while 466 added to existing stakes and 398 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $302M. The largest seller was Franklin Resources, cutting an estimated $261M.

  • 1,257 institutional investors held Dominion Energy (D) as of Q4 2018, up from 1,170 in Q3 2018.
  • Funds reported $33.4B of Dominion Energy stock for Q4 2018, up 6.6% quarter-over-quarter.
  • 174 funds opened new Dominion Energy positions in Q4 2018 and 75 closed out, a net change of +99 holders.
  • The largest Dominion Energy buyer in Q4 2018 was Goldman Sachs, an estimated $302M added.
  • The largest Dominion Energy seller in Q4 2018 was Franklin Resources, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2018.