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Dominion Energy
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Overview Fund Activity

1,337 hedge funds and large institutions have $44.1B invested in Dominion Energy in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 621 increasing their positions, 402 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+21
Holders Change %
+1.6%
% of All Funds
29.37%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.72%
New
99
Increased
621
Reduced
402
Closed
71
Calls
$231M
Puts
$197M
Net Calls
+$34.2M
Net Calls Change
-$104M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$445M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$333M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$182M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$122M

Top Sellers

1
ZP
Zimmer Partners
New York
-$101M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$96.4M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$95.8M
4
USAA
United Services Automobile Association
Texas
-$72.5M
5
Prudential Financial
Prudential Financial
New Jersey
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1101
Palisade Capital Management
New Jersey
$245K +$30.4K +375 +14%
RCWMU
1102
Rothschild & Co Wealth Management (UK)
United Kingdom
$244K -$244K -3,013 -50%
BFA
1103
Beaumont Financial Advisors
Massachusetts
$242K – – –
PWM
1104
Perigon Wealth Management
California
$240K -$2.44K -30 -1%
FWCM
1105
Ferguson Wellman Capital Management
Oregon
$240K – – –
GC
1106
Gratus Capital
Georgia
$238K +$647 +8 +0.3%
RA
1107
RFG Advisory
Alabama
$238K +$238K +2,939 New
GLA
1108
Great Lakes Advisors
Illinois
$237K -$78.9K -972 -25%
GW
1109
GW & Wade
Massachusetts
$236K +$13K +161 +6%
WP
1110
WealthShield Partners
North Carolina
$236K +$236K +2,906 New
BB
1111
Busey Bank
Illinois
$236K +$236K +2,913 New
LC
1112
LCNB Corp
Ohio
$235K +$19K +234 +9%
AWA
1113
ARS Wealth Advisors
Florida
$234K +$9.96K +123 +4%
NIM
1114
Northeast Investment Management
Massachusetts
$233K – – –
WANY
1115
Wealthspire Advisors (New York)
New York
$233K +$233K +2,876 New
CCM
1116
Coldstream Capital Management
Washington
$232K -$26.7K -329 -10%
FFBTD
1117
First Financial Bank - Trust Division
Ohio
$232K -$8.1K -100 -3%
BCA
1118
Biltmore Capital Advisors
New Jersey
$231K – – –
SWMG
1119
Strategic Wealth Management Group
Maryland
$231K – – –
CFGS
1120
Concourse Financial Group Securities
Alabama
$230K -$398K -4,905 -63%
RIA
1121
Realta Investment Advisors
Delaware
$229K -$4.62K -57 -2%
NHC
1122
Nicholas Hoffman & Company
Georgia
$229K – – –
CCT
1123
Capital City Trust
Florida
$229K +$229K +2,836 New
AWM
1124
Aries Wealth Management
Maine
$228K – – –
SC
1125
Saturna Capital
Washington
$227K +$227K +2,800 New
43 44
45
46 47