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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
FFA
1226
Fragasso Financial Advisors
Pennsylvania
$214K +$211K +2,580 New
BHTS
1227
Bar Harbor Trust Services
Maine
$214K +$211K +2,583 New
FIA
1228
Foundations Investment Advisors
Arizona
$212K -$92.3K -1,130 -30%
CIA
1229
Choate Investment Advisors
Massachusetts
$211K -$17.3K -212 -8%
FA
1230
FC Advisory
Pennsylvania
$211K
RA
1231
RFG Advisory
Alabama
$210K -$33.1K -405 -14%
FMWA
1232
Forvis Mazars Wealth Advisors
Missouri
$210K +$207K +2,534 New
CM
1233
Capital Management
Virginia
$209K -$18K -220 -8%
CPSAC
1234
Chas P. Smith & Associates (CPS)
Florida
$209K
NWP
1235
Northstar Wealth Partners
Connecticut
$209K +$207K +2,529 New
MCM
1236
Monarch Capital Management
Indiana
$208K
PIG
1237
Pantheon Investment Group
California
$208K +$205K +2,515 New
DTL
1238
Dynamic Technology Lab
Singapore
$208K +$206K +2,517 New
VF
1239
Virtu Financial
New York
$207K +$205K +2,503 New
HIC
1240
Harvey Investment Company
Kentucky
$206K +$82 +1 +0%
LBD
1241
Landsberg Bennett & Dubbaneh
Florida
$205K +$490 +6 +0.2%
CMI
1242
Clare Market Investments
Texas
$205K -$49.1K -601 -20%
OC
1243
Oakworth Capital
Alabama
$203K
WWM
1244
Western Wealth Management
Colorado
$203K +$200K +2,449 New
Tudor Investment Corp
1245
Tudor Investment Corp
Connecticut
$203K +$200K +2,450 New
Koshinski Asset Management
1246
Koshinski Asset Management
Illinois
$203K +$202K +2,478 New
HR
1247
Howe & Rusling
New York
$202K
MAS
1248
Managed Account Services
Florida
$202K
TNBTD
1249
Trustmark National Bank Trust Department
Mississippi
$202K +$199K +2,437 New
GLI
1250
Guardian Life Insurance
New York
$201K +$1.55K +19 +0.8%

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.