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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
AIA
1201
Alera Investment Advisors
Illinois
$17K +$17.8K +244 New
QCIG
1202
Quad-Cities Investment Group
Iowa
$16K
Schroder Investment Management Group
1203
Schroder Investment Management Group
United Kingdom
$15.4K -$3.2M -43,821 -17%
BBA
1204
Braun-Bostich & Associates
Pennsylvania
$15K
CHP
1205
Cable Hill Partners
Oregon
$15K +$11.7K +160 +348%
TC
1206
Trust Company
Kansas
$14K -$69.8K -955 -83%
FPB
1207
First PREMIER Bank
South Dakota
$14K
WAS
1208
WESPAC Advisors SoCal
California
$14K
1NWS
1209
1 North Wealth Services
Maryland
$14K +$14.6K +200 New
FDCDDQ
1210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K -$14.6K -200 -51%
POIA
1211
Pin Oak Investment Advisors
Texas
$13K -$25.9K -355 -67%
HCM
1212
Hilton Capital Management
New York
$12K
WF
1213
WealthTrust Fairport
Ohio
$12K
LFG
1214
Larson Financial Group
Missouri
$12K +$12.5K +171 New
SFSIG
1215
San Francisco Sentry Investment Group
California
$11K -$14.6K -200 -57%
BCI
1216
Brinker Capital Investments
Pennsylvania
$11K
LF
1217
Lee Financial
Texas
$11K
MSFP
1218
Mark Sheptoff Financial Planning
Connecticut
$11K
PGWM
1219
Parisi Gray Wealth Management
New Jersey
$11K
ST
1220
Somerset Trust
Pennsylvania
$11K
EWM
1221
Endurance Wealth Management
Rhode Island
$11K +$7.31K +100 +200%
Rockefeller Capital Management
1222
Rockefeller Capital Management
New York
$10K
PWMG
1223
Prestige Wealth Management Group
New Jersey
$10K +$10.2K +139 New
FNC
1224
First National Corp
Massachusetts
$10K +$10.5K +144 New
JWA
1225
JFS Wealth Advisors
Pennsylvania
$9K -$6.36K -87 -42%

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.