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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
MFT
1251
Moisand Fitzgerald Tamayo
Florida
$27K
MF
1252
Manchester Financial
California
$27K +$26.3K +345 New
IFA
1253
Interactive Financial Advisors
Illinois
$26K
TC
1254
Trust Company
Kansas
$26K
BCI
1255
Brinker Capital Investments
Pennsylvania
$26K +$8.61K +113 +52%
BEI
1256
Benjamin Edwards Inc
Missouri
$26K +$25.1K +330 New
FPFS
1257
First Personal Financial Services
North Carolina
$24K +$3.05K +40 +15%
BWA
1258
BDO Wealth Advisors
Florida
$23K -$57.2K -750 -71%
MWM
1259
Mascoma Wealth Management
New Hampshire
$23K
BAMG
1260
Brand Asset Management Group
Missouri
$23K +$22.9K +300 New
EIP
1261
Ellis Investment Partners
Pennsylvania
$23K +$23K +302 New
GT
1262
Glenmede Trust
Pennsylvania
$22.1K +$2.02M +26,553 +10%
LWM
1263
Lenox Wealth Management
Ohio
$21K -$9.53K -125 -31%
HCM
1264
Highlander Capital Management
New Jersey
$21K
SJIM
1265
St. Johns Investment Management
Florida
$21K
ME
1266
McIlrath & Eck
Washington
$18K
QCIG
1267
Quad-Cities Investment Group
Iowa
$17K
TF
1268
TimeScale Financial
Massachusetts
$16K +$15.5K +203 New
CWA
1269
Clarus Wealth Advisors
Arizona
$15K -$24.3K -319 -61%
FPB
1270
First PREMIER Bank
South Dakota
$15K
KFS
1271
Kelly Financial Services
Massachusetts
$14.9K +$152 +2 +1%
POIA
1272
Pin Oak Investment Advisors
Texas
$14K
HCM
1273
Hilton Capital Management
New York
$13K
LFG
1274
Larson Financial Group
Missouri
$13K
FGAM
1275
Financial Gravity Asset Management
Texas
$13K +$3.05K +40 +31%

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.