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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1226
Plante Moran Financial Advisors
Michigan
$48K
YWP
1227
YorkBridge Wealth Partners
New York
$48K
NCM
1228
Northstar Capital Management
New York
$46K
SIA
1229
SeaBridge Investment Advisors
New Jersey
$46K
MS
1230
Mizuho Securities
Japan
$46K +$45.7K +600 New
RE
1231
RBC Europe
United Kingdom
$44.1K
FMP
1232
Financial Management Professionals
Texas
$44K
HGWM
1233
Harvest Group Wealth Management
Massachusetts
$43K
PCP
1234
Proficio Capital Partners
Massachusetts
$43K +$27.5K +361 +184%
CFD
1235
Creative Financial Designs
Indiana
$41K
1832 Asset Management
1236
1832 Asset Management
Ontario, Canada
$41K +$2.13K +28 +6%
TCM
1237
TD Capital Management
Tennessee
$40K +$39.5K +518 New
PCFFS
1238
Pacific Center for Financial Services
California
$39K
GCM
1239
Gables Capital Management
Florida
$37K
PWP
1240
Personal Wealth Partners
Minnesota
$36K +$35.7K +468 New
Parallax Volatility Advisers
1241
Parallax Volatility Advisers
California
$32K -$473K -6,213 -94%
BCA
1242
Bray Capital Advisors
Florida
$32K +$76 +1 +0.2%
EARNEST Partners
1243
EARNEST Partners
Georgia
$31K
SA
1244
SRH Advisors
Kansas
$31K
WPA
1245
West Paces Advisors
Georgia
$30.6K
BL
1246
Balentine LLC
Georgia
$28K +$6.78K +89 +32%
NIM
1247
NuWave Investment Management
New Jersey
$28K +$24.3K +319 +651%
CAC
1248
Certified Advisory Corp
Florida
$27K -$60.7K -796 -70%
ARMC
1249
American Research & Management Company
Massachusetts
$27K
MSFP
1250
Mark Sheptoff Financial Planning
Connecticut
$27K

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.