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Dominion Energy

1,257 hedge funds and large institutions have $33.4B invested in Dominion Energy in 2018 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 466 increasing their positions, 398 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 75

131% more funds holding in top 10

Funds holding in top 10: 1330 (+17)

60% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

17% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 398

7% more funds holding

Funds holding: 1,1701,257 (+87)

7% more capital invested

Capital invested by funds: $31.3B → $33.4B (+$2.08B)

3.77% more ownership

Funds ownership: 68.19%71.96% (+3.8%)

Holders
1,257
Holders Change
+87
Holders Change %
+7.44%
% of All Funds
28%
Holding in Top 10
30
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+130.77%
% of All Funds
0.67%
New
174
Increased
466
Reduced
398
Closed
75
Calls
$175M
Puts
$110M
Net Calls
+$65.8M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1126
OneDigital Investment Advisors
Kansas
$69K -$22.6K -309 -24%
ADL
1127
Asset Dedication LLC
California
$68K -$8.18K -112 -11%
BC
1128
Barnett & Company
Tennessee
$67K
ECM
1129
EII Capital Management
New York
$67K
OIA
1130
Optimum Investment Advisors
Illinois
$64K
GEA
1131
Glen Eagle Advisors
New Jersey
$63.5K
IBOK
1132
Independence Bank of Kentucky
Kentucky
$61K
WEC
1133
Winslow Evans & Crocker
Massachusetts
$60K
LWANC
1134
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K +$61.5K +842 New
Pacer Advisors
1135
Pacer Advisors
Pennsylvania
$59K -$2.46M -33,695 -98%
BRC
1136
Bell Rock Capital
Delaware
$58K -$12.3K -168 -17%
TFO
1137
Tarbox Family Office
California
$58K +$365 +5 +0.6%
CPA
1138
Cowen Prime Advisors
New York
$57K -$87.7K -1,200 -60%
CH
1139
Canton Hathaway
Rhode Island
$57K -$18.3K -250 -24%
ACH
1140
ArrowMark Colorado Holdings
Colorado
$57K
PFGIA
1141
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$41.5K +568 +246%
QAM
1142
QCI Asset Management
New York
$52K -$36.9K -505 -41%
CA
1143
Centerpoint Advisors
Massachusetts
$52K
BWM
1144
Baystate Wealth Management
Massachusetts
$51K
CBT
1145
Capital Bank & Trust
California
$49K
IDBONY
1146
Israel Discount Bank of New York
New York
$49K
MWA
1147
Meridian Wealth Advisors
Texas
$49K +$49.8K +682 New
APW
1148
Acima Private Wealth
Virginia
$48K +$49.4K +676 New
CFD
1149
Creative Financial Designs
Indiana
$47K +$2.19K +30 +5%
YWP
1150
YorkBridge Wealth Partners
New York
$45K

D Hedge Fund Activity: Q4 2018 in Review

1,257 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2018, worth a combined $33.4B — up 6.6% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new D positions and 75 closed out — a net gain of 99 holders — while 466 added to existing stakes and 398 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $302M. The largest seller was Franklin Resources, cutting an estimated $261M.

  • 1,257 institutional investors held Dominion Energy (D) as of Q4 2018, up from 1,170 in Q3 2018.
  • Funds reported $33.4B of Dominion Energy stock for Q4 2018, up 6.6% quarter-over-quarter.
  • 174 funds opened new Dominion Energy positions in Q4 2018 and 75 closed out, a net change of +99 holders.
  • The largest Dominion Energy buyer in Q4 2018 was Goldman Sachs, an estimated $302M added.
  • The largest Dominion Energy seller in Q4 2018 was Franklin Resources, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2018.