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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
FMLI
1051
Fukoku Mutual Life Insurance
Japan
$345K +$40.9K +500 +14%
EFSCE
1052
Enterprise Financial Services Corp (EFSC)
Missouri
$344K +$3.1K +38 +0.9%
NCM
1053
Novare Capital Management
North Carolina
$344K +$339K +4,149 New
ATPW
1054
Ashton Thomas Private Wealth
Arizona
$344K +$339K +4,153 New
LFA
1055
Legend Financial Advisors
Pennsylvania
$343K
LTI
1056
Laffer Tengler Investments
Tennessee
$342K -$90.8K -1,111 -21%
ATC
1057
Adirondack Trust Company
New York
$342K +$21.2K +260 +7%
SIAP
1058
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K -$40.6K -497 -11%
WA
1059
WealthTrust Axiom
Pennsylvania
$341K -$8.5K -104 -2%
RT
1060
Rockland Trust
Massachusetts
$340K -$143K -1,755 -30%
GSBTD
1061
Glenview State Bank Trust Department
Illinois
$340K
MYLI
1062
Meiji Yasuda Life Insurance
Japan
$339K +$28.6K +350 +9%
WANY
1063
Wealthspire Advisors (New York)
New York
$338K +$98K +1,200 +42%
CA
1064
Clearstead Advisors
Ohio
$337K -$39.5K -483 -11%
MCA
1065
Mercer Capital Advisers
New Jersey
$337K
LAS
1066
Lloyd Advisory Services
Georgia
$336K +$332K +4,069 New
CWM
1067
Confluence Wealth Management
Oregon
$335K
PA
1068
Probity Advisors
Texas
$333K
GD
1069
Grandfield & Dodd
New York
$333K +$7.19K +88 +2%
CFW
1070
CA Family Wealth
California
$333K +$328K +4,016 New
IC
1071
IEQ Capital
California
$332K +$327K +4,007 New
WSCM
1072
Wellington Shields Capital Management
New York
$331K
OC
1073
Oarsman Capital
Wisconsin
$327K -$14K -171 -4%
CA
1074
Claro Advisors
Massachusetts
$326K +$245 +3 +0.1%
P
1075
Pitcairn
Pennsylvania
$325K -$3.19K -39 -1%

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.