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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
MC
1076
Miramar Capital
Illinois
$225K -$35.1K -460 -13%
RIA
1077
Realta Investment Advisors
Delaware
$224K +$95.9K +1,259 +77%
ACI
1078
Alpha Cubed Investments
California
$223K -$26.3K -345 -11%
FIA
1079
Foundations Investment Advisors
Arizona
$223K +$218K +2,857 New
BP
1080
Ballentine Partners
Massachusetts
$223K +$220K +2,888 New
NIM
1081
Northeast Investment Management
Massachusetts
$222K -$9.75K -128 -4%
KPW
1082
Kore Private Wealth
New York
$222K +$9.14K +120 +4%
Lido Advisors
1083
Lido Advisors
California
$222K +$219K +2,871 New
CG
1084
Caprock Group
Idaho
$221K -$12.6K -165 -5%
BCA
1085
Biltmore Capital Advisors
New Jersey
$221K
TNBTD
1086
Trustmark National Bank Trust Department
Mississippi
$220K -$22.7K -298 -10%
SWMG
1087
Strategic Wealth Management Group
Maryland
$220K -$16.8K -220 -7%
MWM
1088
Modera Wealth Management
New Jersey
$220K
LA
1089
LexAurum Advisors
Kansas
$219K -$10.2K -134 -5%
NHC
1090
Nicholas Hoffman & Company
Georgia
$218K
DLA
1091
Douglas Lane & Associates
New York
$218K +$215K +2,818 New
CC
1092
Cognios Capital
Kansas
$218K +$215K +2,821 New
AWM
1093
Aries Wealth Management
Maine
$217K -$1.14K -15 -0.5%
WCM
1094
Windsor Capital Management
Arizona
$216K +$213K +2,799 New
ST
1095
Sabal Trust
Florida
$214K -$1.52K -20 -0.7%
CIA
1096
Choate Investment Advisors
Massachusetts
$214K
WFMPM
1097
Woodley Farra Manion Portfolio Management
Indiana
$214K
AHB
1098
Abner Herrman & Brock
New Jersey
$214K +$1.45K +19 +0.7%
SL
1099
Salomon & Ludwin
Virginia
$214K +$165K +2,159 +356%
HWA
1100
HCR Wealth Advisors
California
$214K +$210K +2,762 New

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.