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Dominion Energy
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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 %
FWCM
1051
Ferguson Wellman Capital Management
Oregon
$200K +$200K +2,800 New
AWM
1052
Aries Wealth Management
Maine
$200K +$200K +2,804 New
AWM
1053
Altium Wealth Management
New York
$200K +$200K +2,805 New
CBT
1054
Central Bank & Trust
Kentucky
$192K – – –
FMTCOCP
1055
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$189K +$7.15K +100 +4%
PB
1056
Pinnacle Bancorp
Nebraska
$189K +$189K +2,640 New
LWM
1057
Liberty Wealth Management
California
$183K +$183K +2,573 New
PP
1058
PDS Planning
Ohio
$179K +$179K +2,498 New
CA
1059
Claro Advisors
Massachusetts
$176K +$176K +2,503 New
HR
1060
Howe & Rusling
New York
$174K – – –
MMG
1061
Monetary Management Group
Missouri
$172K – – –
ESB
1062
Essex Savings Bank
Connecticut
$171K +$171K +2,398 New
BC
1063
Bartlett & Co
Ohio
$170K – – –
BCWM
1064
Bartlett & Co Wealth Management
Ohio
$170K – – –
HI
1065
Hudock Inc
Pennsylvania
$166K +$73 +1 +0%
RFM
1066
Royal Fund Management
Florida
$160K -$111K -1,564 -41%
JGIA
1067
Jackson Grant Investment Advisers
Connecticut
$158K +$5.15K +72 +3%
JCM
1068
Jacobi Capital Management
Pennsylvania
$157K -$15.5K -218 -9%
MIM
1069
Macroview Investment Management
Maryland
$152K – – –
HI
1070
Hendershot Investments
Virginia
$151K – – –
BWL
1071
Bogart Wealth LLC
Virginia
$151K – – –
VFA
1072
Valeo Financial Advisors
Indiana
$150K -$47.8K -667 -24%
NPP
1073
New Potomac Partners
Maryland
$150K – – –
CG
1074
Cutler Group
California
$146K +$146K +2,055 New
JA
1075
JOYN Advisors
Georgia
$145K +$8.92K +125 +7%
41 42
43
44 45