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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 %
JA
1151
JOYN Advisors
Georgia
$214K +$214K +2,640 New
AHB
1152
Abner Herrman & Brock
New Jersey
$213K -$10.9K -135 -5%
GSWM
1153
Golden State Wealth Management
California
$213K +$211K +2,601 +9,289%
DAS
1154
Dynamic Advisor Solutions
Arizona
$212K +$212K +2,613 New
BAM
1155
Belpointe Asset Management
Nevada
$211K -$37.3K -461 -15%
RIM
1156
Regent Investment Management
Kentucky
$211K -$8.11K -100 -4%
FA
1157
FC Advisory
Pennsylvania
$211K – – –
ED
1158
Exane Derivatives
France
$209K – – –
DLA
1159
Douglas Lane & Associates
New York
$208K -$20.2K -250 -9%
FWM
1160
Focused Wealth Management
New York
$208K – – –
RWM
1161
Reston Wealth Management
Virginia
$207K -$3K -37 -1%
WWM
1162
Windsor Wealth Management
Indiana
$206K -$169K -2,118 -45%
LWM
1163
Liberty Wealth Management
California
$206K -$96.2K -1,186 -32%
W
1164
Wealthquest
Ohio
$205K +$205K +2,532 New
MCM
1165
Monarch Capital Management
Indiana
$204K +$204K +2,516 New
CPSAC
1166
Chas P. Smith & Associates (CPS)
Florida
$204K +$204K +2,518 New
HIIFS
1167
Harel Insurance Investments & Financial Services
Israel
$203K +$203K +2,500 New
BAM
1168
Berkshire Asset Management
Pennsylvania
$203K +$203K +2,501 New
SCCM
1169
Schafer Cullen Capital Management
New York
$203K +$203K +2,505 New
HWA
1170
HCR Wealth Advisors
California
$202K -$22.3K -275 -10%
OC
1171
Oakworth Capital
Alabama
$202K – – –
OIA
1172
Optimum Investment Advisors
Illinois
$202K +$60.3K +744 +43%
MAS
1173
Managed Account Services
Florida
$202K +$202K +2,465 New
HIC
1174
Harvey Investment Company
Kentucky
$202K +$202K +2,487 New
LBD
1175
Landsberg Bennett & Dubbaneh
Florida
$202K +$202K +2,491 New
45 46
47
48 49