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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
MFG
1026
Magnus Financial Group
New York
$369K +$2.29K +28 +0.6%
JIP
1027
JBJ Investment Partners
South Carolina
$369K +$28.4K +348 +8%
SCI
1028
Stableford Capital II
Arizona
$367K -$409 -5 -0.1%
GWS
1029
Glassman Wealth Services
Virginia
$367K +$2.78K +34 +0.8%
BB
1030
Busey Bank
Illinois
$367K +$124K +1,514 +52%
PA
1031
PSI Advisors
Florida
$366K +$362K +4,428 New
BEAM
1032
Baker Ellis Asset Management
Washington
$364K -$12.3K -150 -3%
RHDIC
1033
R.H. Dinel Investment Counsel
California
$364K
MA
1034
MUFG Americas
New York
$363K -$15K -183 -4%
BAM
1035
Barrett Asset Management
New York
$362K
TAM
1036
Taurus Asset Management
New York
$361K
First Manhattan
1037
First Manhattan
New York
$360K -$7.19K -88 -2%
BHWM
1038
Bay Harbor Wealth Management
Maryland
$360K -$1.06K -13 -0.3%
BFA
1039
Beaumont Financial Advisors
Massachusetts
$359K +$110K +1,348 +45%
ZIM
1040
Zacks Investment Management
Illinois
$358K +$353K +4,320 New
HAS
1041
HBW Advisory Services
California
$358K +$358K +4,377 New
RBFC
1042
Roman Butler Fullerton & Co
Missouri
$357K -$3.6K -44 -1%
OWA
1043
Outlook Wealth Advisors
Texas
$356K -$251K -3,076 -42%
HAM
1044
Highstreet Asset Management
Ontario, Canada
$353K +$348K +4,260 New
PWMAG
1045
Pinnacle Wealth Management Advisory Group
New Jersey
$352K -$4.49K -55 -1%
HDIM
1046
Hanson & Doremus Investment Management
Vermont
$352K +$24K +294 +7%
PP
1047
Pegasus Partners
Wisconsin
$352K +$348K +4,253 New
GFP
1048
Gryphon Financial Partners
Ohio
$351K -$5.07K -62 -1%
RIG
1049
Roosevelt Investment Group
New York
$349K +$345K +4,218 New
CIC
1050
Chase Investment Counsel
Virginia
$346K -$1.63K -20 -0.5%

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.