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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
FWM
1126
Focused Wealth Management
New York
$198K
LWANC
1127
Laurel Wealth Advisors (North Carolina)
North Carolina
$193K
OC
1128
Oakworth Capital
Alabama
$192K +$3.05K +40 +2%
HR
1129
Howe & Rusling
New York
$188K
PP
1130
PDS Planning
Ohio
$187K -$16.5K -216 -8%
BC
1131
Bartlett & Co
Ohio
$184K
CAW
1132
Cornerstone Advisors (Washington)
Washington
$184K +$18.6K +244 +11%
BCWM
1133
Bartlett & Co Wealth Management
Ohio
$184K
FMTCOCP
1134
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$181K -$22.9K -300 -11%
CBT
1135
Central Bank & Trust
Kentucky
$180K -$11K -144 -6%
GLI
1136
Guardian Life Insurance
New York
$178K
MMG
1137
Monetary Management Group
Missouri
$178K
HI
1138
Hudock Inc
Pennsylvania
$175K +$76 +1 +0%
BWL
1139
Bogart Wealth LLC
Virginia
$173K +$9.75K +128 +6%
RFM
1140
Royal Fund Management
Florida
$167K -$4.72K -62 -3%
ESB
1141
Essex Savings Bank
Connecticut
$166K
AF
1142
Allworth Financial
California
$165K
MIM
1143
Macroview Investment Management
Maryland
$165K
NPP
1144
New Potomac Partners
Maryland
$162K
CF
1145
Centaurus Financial
California
$162K +$147K +1,934 +1,187%
TRCT
1146
Tower Research Capital (TRC)
New York
$161K -$1.15M -15,129 -88%
LD
1147
Lipe & Dalton
New York
$158K
QAM
1148
QCI Asset Management
New York
$154K
CI
1149
CX Institutional
Indiana
$154K +$14.7K +193 +11%
MIFH
1150
Migdal Insurance & Financial Holdings
Israel
$153K +$39.6K +520 +36%

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.