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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
FWCM
1051
Ferguson Wellman Capital Management
Oregon
$200K +$205K +2,800 New
WDA
1052
Wendell David Associates
New Hampshire
$200K +$205K +2,800 New
AWM
1053
Aries Wealth Management
Maine
$200K +$205K +2,804 New
AWM
1054
Altium Wealth Management
New York
$200K +$205K +2,805 New
CBT
1055
Central Bank & Trust
Kentucky
$192K
FMTCOCP
1056
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$189K +$7.31K +100 +4%
PB
1057
Pinnacle Bancorp
Nebraska
$189K +$193K +2,640 New
LWM
1058
Liberty Wealth Management
California
$183K +$188K +2,573 New
PP
1059
PDS Planning
Ohio
$179K +$183K +2,498 New
CA
1060
Claro Advisors
Massachusetts
$176K +$183K +2,503 New
HR
1061
Howe & Rusling
New York
$174K
MMG
1062
Monetary Management Group
Missouri
$172K
ESB
1063
Essex Savings Bank
Connecticut
$171K +$175K +2,398 New
BC
1064
Bartlett & Co
Ohio
$170K
BCWM
1065
Bartlett & Co Wealth Management
Ohio
$170K
HI
1066
Hudock Inc
Pennsylvania
$166K +$73 +1 +0%
RFM
1067
Royal Fund Management
Florida
$160K -$114K -1,564 -41%
JGIA
1068
Jackson Grant Investment Advisers
Connecticut
$158K +$5.26K +72 +3%
JCM
1069
Jacobi Capital Management
Pennsylvania
$157K -$15.9K -218 -9%
MIM
1070
Macroview Investment Management
Maryland
$152K
BWL
1071
Bogart Wealth LLC
Virginia
$151K
HI
1072
Hendershot Investments
Virginia
$151K
VFA
1073
Valeo Financial Advisors
Indiana
$150K -$48.7K -667 -24%
NPP
1074
New Potomac Partners
Maryland
$150K
CG
1075
Cutler Group
California
$146K +$150K +2,055 New

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.