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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
AL
1201
Aspiriant LLC
California
$225K
MCM
1202
MAI Capital Management
Ohio
$225K +$2.78K +34 +1%
DWM
1203
Destination Wealth Management
California
$225K +$222K +2,713 New
CA
1204
Capital Advantage
California
$224K
MHIC
1205
Marble Harbor Investment Counsel
Massachusetts
$224K
NHC
1206
Nicholas Hoffman & Company
Georgia
$223K -$10.9K -134 -5%
SPC
1207
Stewart & Patten Company
California
$223K
RA
1208
Rational Advisors
New York
$222K -$141K -1,722 -39%
FFBTD
1209
First Financial Bank - Trust Division
Ohio
$222K -$14.9K -182 -6%
MC
1210
Miramar Capital
Illinois
$221K -$32.7K -400 -13%
WSC
1211
Wellington Shields & Co
New York
$221K +$218K +2,668 New
CCA
1212
Cobblestone Capital Advisors
New York
$220K -$1.63K -20 -0.7%
ESB
1213
Essex Savings Bank
Connecticut
$220K
GWAG
1214
Garrett Wealth Advisory Group
Texas
$219K -$44.3K -542 -17%
WCFA
1215
Walkner Condon Financial Advisors
Wisconsin
$219K +$216K +2,648 New
MCM
1216
Magnolia Capital Management
New York
$219K +$217K +2,650 New
FC
1217
Fusion Capital
South Carolina
$218K +$215K +2,637 New
AWA
1218
Arkadios Wealth Advisors
Georgia
$218K +$206K +2,525 New
DI
1219
DFPG Investments
Utah
$217K -$40.5K -496 -16%
JA
1220
JOYN Advisors
Georgia
$217K -$2.12K -26 -1%
JAWM
1221
J. Arnold Wealth Management
Ohio
$217K +$214K +2,620 New
BMC
1222
Beaton Management Company
Massachusetts
$216K -$15.2K -186 -7%
RIM
1223
Regent Investment Management
Kentucky
$215K
SSG
1224
Summit Securities Group
New York
$215K +$212K +2,600 New
TI
1225
tru Independence
Oregon
$215K +$244K +2,986 New

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.