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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
1026
Laurie J. Hall Trustee
$267K
WIC
1027
Whitegate Investment Counselors
New Hampshire
$265K
AC
1028
Addison Capital
Pennsylvania
$265K +$261K +3,421 New
CWM
1029
Confluence Wealth Management
Oregon
$264K -$39.1K -513 -13%
WA
1030
Wheatland Advisors
Pennsylvania
$264K
FFN
1031
Focus Financial Network
Minnesota
$262K +$8.84K +116 +4%
LSAG
1032
Lake Street Advisors Group
New Hampshire
$261K +$10.7K +141 +4%
NPPM
1033
North Point Portfolio Managers
Ohio
$259K
GVAG
1034
Great Valley Advisor Group
Delaware
$259K +$256K +3,354 New
B
1035
Barings
North Carolina
$258K -$229K -3,000 -47%
HI
1036
Horizon Investments
North Carolina
$257K -$1.45M -19,027 -85%
SAM
1037
Sawgrass Asset Management
Florida
$254K
FCA
1038
FLC Capital Advisors
California
$253K
B
1039
Bridgeworth
Alabama
$252K -$40.3K -529 -14%
SAM
1040
Summit Asset Management
Tennessee
$251K -$68.9K -904 -22%
MMHP
1041
Murphy Middleton Hinkle & Parker
Georgia
$250K
PHS
1042
Pekin Hardy Strauss
Illinois
$248K
CWM
1043
Cornerstone Wealth Management
Missouri
$248K +$457 +6 +0.2%
EHWM
1044
Eads & Heald Wealth Management
Georgia
$247K +$2.13K +28 +0.9%
FMB
1045
Field & Main Bank
Kentucky
$247K +$13.3K +175 +6%
NPA
1046
Nichols & Pratt Advisers
Massachusetts
$247K +$22.9K +300 +10%
CC
1047
Courier Capital
New York
$246K +$7.7K +101 +3%
CCM
1048
Coldstream Capital Management
Washington
$246K +$17.4K +228 +8%
GJIC
1049
Gamble Jones Investment Counsel
California
$245K -$76 -1 -0%
MSA
1050
Marino Stram & Associates
Massachusetts
$245K +$107K +1,409 +80%

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.