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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
MCM
1226
MV Capital Management
Maryland
$9K
SWP
1227
Strategic Wealth Partners
Ohio
$8K -$4.02K -55 -32%
UB
1228
UMB Bank
Missouri
$7.86K +$850K +11,627 +12%
JFA
1229
JNBA Financial Advisors
Minnesota
$7K -$1.86M -25,394 -100%
HS
1230
Horan Securities
United States
$7K
LWM
1231
Lenox Wealth Management
Ohio
$7K
OAJ
1232
Ogorek Anthony Joseph
New York
$7K
WAS
1233
Winch Advisory Services
Wisconsin
$7K +$73 +1 +1%
PWM
1234
PRW Wealth Management
Massachusetts
$7K +$6.65K +91 New
FGC
1235
Financial Gravity Companies
Texas
$7K +$7.67K +105 New
RWML
1236
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.43K
MF
1237
MHI Funds
New York
$6K -$16.9K -231 -72%
MFBTD
1238
MB Financial Bank - Trust Department
Illinois
$6K -$13.7K -188 -68%
AIS
1239
AlphaOne Investment Services
Pennsylvania
$5K
DBT
1240
Dubuque Bank & Trust
Iowa
$5K
HIIFS
1241
Harel Insurance Investments & Financial Services
Israel
$5K +$4.89K +67 New
HI
1242
Human Investing
Oregon
$4K +$3.65K +50 New
W
1243
WealthOne
New York
$4K +$4.38K +60 New
WIM
1244
Westside Investment Management
California
$3.57K
CCM
1245
Causeway Capital Management
California
$3K -$183M -2,502,283 -100%
CT
1246
Chicago Trust
Illinois
$2.15K -$13.2K -180 -0.6%
CAGAS
1247
Capital Advisory Group Advisory Services
Minnesota
$2K
AP
1248
Arlington Partners
Alabama
$2K +$2.27K +31 New
SIM
1249
Sonora Investment Management
Arizona
$1K
TFA
1250
Transamerica Financial Advisors
Florida
$1K +$73 +1 +13%

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.