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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
AAMU
1176
Amundi Asset Management US
Massachusetts
$30.7K -$1.95M -26,691 -6%
TFS
1177
TrustCore Financial Services
Tennessee
$30K +$146 +2 +0.5%
PCA
1178
Peddock Capital Advisors
Massachusetts
$29K
SPL
1179
Smart Portfolios LLC
Washington
$29K
BCA
1180
Bray Capital Advisors
Florida
$29K +$73 +1 +0.2%
HT
1181
Heritage Trust
Oklahoma
$29K +$11K +150 +59%
WPA
1182
West Paces Advisors
Georgia
$28.3K
PCP
1183
Proficio Capital Partners
Massachusetts
$28K -$2.41K -33 -8%
FTI
1184
Fiduciary Trust International
Massachusetts
$28K +$29K +397 New
WAM
1185
Wolverine Asset Management
Illinois
$28K +$29.2K +400 New
AC
1186
Avestar Capital
New York
$27K -$1.02K -14 -3%
CI
1187
CX Institutional
Indiana
$27K +$1.97K +27 +8%
AS
1188
Altshuler Shaham
Israel
$27K +$27.2K +372 New
WCM
1189
WealthBridge Capital Management
Ohio
$26K +$26.7K +365 New
ARMC
1190
American Research & Management Company
Massachusetts
$25K
BWA
1191
BDO Wealth Advisors
Florida
$25K
MFT
1192
Moisand Fitzgerald Tamayo
Florida
$25K
EARNEST Partners
1193
EARNEST Partners
Georgia
$23K
FWM
1194
Focused Wealth Management
New York
$23K
MWM
1195
Mascoma Wealth Management
New Hampshire
$21K
BL
1196
Balentine LLC
Georgia
$20K
SJIM
1197
St. Johns Investment Management
Florida
$20K
GT
1198
Glenmede Trust
Pennsylvania
$18.4K -$233K -3,188 -1%
CWA
1199
Clarus Wealth Advisors
Arizona
$17K
ME
1200
McIlrath & Eck
Washington
$17K +$16.8K +230 +2,875%

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.