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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
FNBOO
1051
First National Bank of Omaha
Nebraska
$244K
IFS
1052
Ifrah Financial Services
Arkansas
$244K +$5.18K +68 +2%
JIP
1053
JBJ Investment Partners
South Carolina
$244K +$240K +3,154 New
IC
1054
Inverness Counsel
New York
$243K +$14.9K +196 +7%
GWAG
1055
Garrett Wealth Advisory Group
Texas
$243K +$16.8K +221 +8%
MWPCG
1056
Measured Wealth Private Client Group
New Hampshire
$242K -$42.8K -562 -15%
MCM
1057
Manchester Capital Management
Vermont
$240K
PFS
1058
Physicians Financial Services
North Carolina
$240K
NPF
1059
Norris Perne & French
Michigan
$240K +$15.1K +198 +7%
MSAM
1060
Moloney Securities Asset Management
Missouri
$240K +$24.3K +319 +11%
FMLI
1061
Fukoku Mutual Life Insurance
Japan
$237K -$130K -1,700 -36%
BAM
1062
Belpointe Asset Management
Nevada
$237K -$89.8K -1,178 -28%
CAM
1063
Covenant Asset Management
New Jersey
$235K
LFG
1064
LifePlan Financial Group
Ohio
$235K
SC
1065
Solstein Capital
California
$234K
LOAMS
1066
Lombard Odier Asset Management (Switzerland)
Switzerland
$232K -$530K -6,956 -70%
HCM
1067
Howland Capital Management
Massachusetts
$232K -$13.3K -175 -6%
CAM
1068
Centre Asset Management
New York
$232K
PWM
1069
Perigon Wealth Management
California
$231K
BFA
1070
Beaumont Financial Advisors
Massachusetts
$231K +$9.91K +130 +5%
SCM
1071
Sterling Capital Management
North Carolina
$229K -$16.8K -220 -7%
FWCM
1072
Ferguson Wellman Capital Management
Oregon
$229K
FFBTD
1073
First Financial Bank - Trust Division
Ohio
$229K +$914 +12 +0.4%
EFS
1074
Essex Financial Services
Connecticut
$228K +$8.84K +116 +4%
GC
1075
Gratus Capital
Georgia
$227K +$686 +9 +0.3%

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.