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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 %
FIA
1226
Foundations Investment Advisors
Arizona
$212K -$92.9K -1,130 -30%
CIA
1227
Choate Investment Advisors
Massachusetts
$211K -$17.5K -212 -8%
FA
1228
FC Advisory
Pennsylvania
$211K – – –
RA
1229
RFG Advisory
Alabama
$210K -$33.6K -405 -14%
FMWA
1230
Forvis Mazars Wealth Advisors
Missouri
$210K +$210K +2,534 New
CM
1231
Capital Management
Virginia
$209K -$18.2K -220 -8%
CPSAC
1232
Chas P. Smith & Associates (CPS)
Florida
$209K – – –
NWP
1233
Northstar Wealth Partners
Connecticut
$209K +$209K +2,529 New
MCM
1234
Monarch Capital Management
Indiana
$208K – – –
PIG
1235
Pantheon Investment Group
California
$208K +$208K +2,515 New
DTL
1236
Dynamic Technology Lab
Singapore
$208K +$208K +2,517 New
VF
1237
Virtu Financial
New York
$207K +$207K +2,503 New
HIC
1238
Harvey Investment Company
Kentucky
$206K +$83 +1 +0%
LBD
1239
Landsberg Bennett & Dubbaneh
Florida
$205K +$493 +6 +0.2%
CMI
1240
Clare Market Investments
Texas
$205K -$49.8K -601 -20%
OC
1241
Oakworth Capital
Alabama
$203K – – –
WWM
1242
Western Wealth Management
Colorado
$203K +$203K +2,449 New
Tudor Investment Corp
1243
Tudor Investment Corp
Connecticut
$203K +$203K +2,450 New
Koshinski Asset Management
1244
Koshinski Asset Management
Illinois
$203K +$203K +2,478 New
HR
1245
Howe & Rusling
New York
$202K – – –
MAS
1246
Managed Account Services
Florida
$202K – – –
TNBTD
1247
Trustmark National Bank Trust Department
Mississippi
$202K +$202K +2,437 New
GLI
1248
Guardian Life Insurance
New York
$201K +$1.58K +19 +0.8%
CWM
1249
Cabot Wealth Management
Massachusetts
$201K +$201K +2,422 New
PFA
1250
Pure Financial Advisors
California
$201K +$201K +2,423 New
48 49
50
51 52