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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
AWA
1101
ARS Wealth Advisors
Florida
$214K +$211K +2,766 New
GW
1102
GW & Wade
Massachusetts
$213K
IIC
1103
Integrated Investment Consultants
Michigan
$212K -$7.47K -98 -3%
Fayez Sarofim & Co
1104
Fayez Sarofim & Co
Texas
$212K -$2.29K -30 -1%
AL
1105
Aspiriant LLC
California
$211K -$2.52K -33 -1%
DE
1106
Day & Ennis
Georgia
$211K +$152 +2 +0.1%
CBFP
1107
Cedar Brook Financial Partners
Ohio
$210K +$3.35K +44 +2%
AP
1108
Appleton Partners
Massachusetts
$210K +$207K +2,720 New
MHIC
1109
Marble Harbor Investment Counsel
Massachusetts
$209K
RIM
1110
Regent Investment Management
Kentucky
$209K
SPC
1111
Stewart & Patten Company
California
$209K
CA
1112
Calton & Associates
Florida
$209K +$206K +2,697 New
CHA
1113
Carmichael Hill & Associates
Maryland
$208K +$457 +6 +0.2%
MCM
1114
MAI Capital Management
Ohio
$207K -$4.88K -64 -2%
CCA
1115
Cobblestone Capital Advisors
New York
$207K +$204K +2,675 New
WSC
1116
Wellington Shields & Co
New York
$206K
LC
1117
LCNB Corp
Ohio
$206K +$203K +2,661 New
VA
1118
Valmark Advisers
Ohio
$205K
PCM
1119
Palisade Capital Management
New Jersey
$205K +$202K +2,645 New
NL
1120
NWAM LLC
Washington
$205K +$202K +2,651 New
PB
1121
Pinnacle Bancorp
Nebraska
$204K
ER
1122
Enlightenment Research
Florida
$203K +$206K +2,700 New
FA
1123
FC Advisory
Pennsylvania
$200K +$195K +2,564 New
RWM
1124
Reston Wealth Management
Virginia
$200K +$198K +2,592 New
ED
1125
Exane Derivatives
France
$200K +$45.3K +595 +30%

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.