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Dominion Energy
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Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
+$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$251M
3
State Street
State Street
Massachusetts
+$226M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M
5
Cohen & Steers
Cohen & Steers
New York
+$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$653M
2
ZP
Zimmer Partners
New York
-$172M
3
Franklin Resources
Franklin Resources
California
-$76M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$59M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1201
Destination Wealth Management
California
$225K +$225K +2,713 New
MHIC
1202
Marble Harbor Investment Counsel
Massachusetts
$224K – – –
CA
1203
Capital Advantage
California
$224K – – –
NHC
1204
Nicholas Hoffman & Company
Georgia
$223K -$11.1K -134 -5%
SPC
1205
Stewart & Patten Company
California
$223K – – –
RA
1206
Rational Advisors
New York
$222K -$142K -1,722 -39%
FFBTD
1207
First Financial Bank - Trust Division
Ohio
$222K -$15.1K -182 -6%
MC
1208
Miramar Capital
Illinois
$221K -$33.9K -400 -13%
WSC
1209
Wellington Shields & Co
New York
$221K +$221K +2,668 New
CCA
1210
Cobblestone Capital Advisors
New York
$220K -$1.66K -20 -0.7%
ESB
1211
Essex Savings Bank
Connecticut
$220K – – –
GWAG
1212
Garrett Wealth Advisory Group
Texas
$219K -$44.8K -542 -17%
WCFA
1213
Walkner Condon Financial Advisors
Wisconsin
$219K +$219K +2,648 New
MCM
1214
Magnolia Capital Management
New York
$219K +$219K +2,650 New
FC
1215
Fusion Capital
South Carolina
$218K +$218K +2,637 New
AWA
1216
Arkadios Wealth Advisors
Georgia
$218K +$218K +2,525 New
DI
1217
DFPG Investments
Utah
$217K -$41.2K -496 -16%
JA
1218
JOYN Advisors
Georgia
$217K -$2.16K -26 -1%
JAWM
1219
J. Arnold Wealth Management
Ohio
$217K +$217K +2,620 New
BMC
1220
Beaton Management Company
Massachusetts
$216K -$15.4K -186 -7%
RIM
1221
Regent Investment Management
Kentucky
$215K – – –
SSG
1222
Summit Securities Group
New York
$215K +$215K +2,600 New
TI
1223
tru Independence
Oregon
$215K +$215K +2,986 New
FFA
1224
Fragasso Financial Advisors
Pennsylvania
$214K +$214K +2,580 New
BHTS
1225
Bar Harbor Trust Services
Maine
$214K +$214K +2,583 New
47 48
49
50 51