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Dominion Energy

1,464 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 560 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 76

17% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 478

16% more call options, than puts

Call options by funds: $174M | Put options by funds: $150M

9% more funds holding

Funds holding: 1,3391,464 (+125)

6% more capital invested

Capital invested by funds: $44.1B → $46.6B (+$2.48B)

2.02% more ownership

Funds ownership: 66.3%68.32% (+2%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

Holders
1,464
Holders Change
+125
Holders Change %
+9.34%
% of All Funds
28.84%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
220
Increased
560
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1126
Snowden Capital Advisors
New York
$281K +$8.82K +108 +3%
NPPM
1127
North Point Portfolio Managers
Ohio
$277K
LA
1128
LexAurum Advisors
Kansas
$276K +$46.1K +564 +20%
AAIM
1129
Asset Advisors Investment Management
Georgia
$275K -$53.4K -654 -16%
NL
1130
NWAM LLC
Washington
$275K -$28.6K -350 -10%
SLG
1131
Stanley-Laman Group
Pennsylvania
$275K +$271K +3,322 New
MS
1132
Madden Securities
Texas
$274K +$270K +3,310 New
PP
1133
PDS Planning
Ohio
$273K
TWM
1134
Torch Wealth Management
Ohio
$273K +$1.47K +18 +0.5%
LC
1135
LCNB Corp
Ohio
$273K +$33.3K +407 +14%
BBNA
1136
Bremer Bank National Association
Minnesota
$272K -$1.39K -17 -0.5%
CST
1137
Charles Schwab Trust
Nevada
$271K +$267K +3,269 New
B
1138
Bridgeworth
Alabama
$269K
SAM
1139
Summit Asset Management
Tennessee
$269K
LWM
1140
Liberty Wealth Management
California
$269K +$57.7K +706 +28%
AWA
1141
ARS Wealth Advisors
Florida
$268K +$28.7K +351 +12%
MMHP
1142
Murphy Middleton Hinkle & Parker
Georgia
$268K +$264K +3,233 New
PWPS
1143
Pinnacle Wealth Planning Services
Ohio
$267K +$4.08K +50 +2%
ED
1144
Exane Derivatives
France
$266K +$51K +624 +24%
PHS
1145
Pekin Hardy Strauss
Illinois
$265K
HCM
1146
Howland Capital Management
Massachusetts
$265K +$2.37K +29 +0.9%
EM
1147
Excalibur Management
Massachusetts
$265K +$262K +3,204 New
EFS
1148
Essex Financial Services
Connecticut
$264K +$32.4K +396 +14%
FA
1149
Fagan Associates
New York
$263K
MSA
1150
Marino Stram & Associates
Massachusetts
$263K +$327 +4 +0.1%

D Hedge Fund Activity: Q4 2019 in Review

1,464 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2019, worth a combined $46.6B — up 5.6% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new D positions and 76 closed out — a net gain of 144 holders — while 560 added to existing stakes and 478 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $501M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $645M.

  • 1,464 institutional investors held Dominion Energy (D) as of Q4 2019, up from 1,339 in Q3 2019.
  • Funds reported $46.6B of Dominion Energy stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 220 funds opened new Dominion Energy positions in Q4 2019 and 76 closed out, a net change of +144 holders.
  • The largest Dominion Energy buyer in Q4 2019 was Gallagher Fiduciary Advisors, an estimated $501M added.
  • The largest Dominion Energy seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $645M sold.

Based on aggregated 13F filings for Q4 2019.