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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
CWM
1251
Cabot Wealth Management
Massachusetts
$201K +$198K +2,422 New
PFA
1252
Pure Financial Advisors
California
$201K +$198K +2,423 New
RIA
1253
Regal Investment Advisors
Michigan
$201K +$199K +2,431 New
SFS
1254
Sowell Financial Services
Arkansas
$200K -$242K -2,967 -55%
AHB
1255
Abner Herrman & Brock
New Jersey
$200K -$17.2K -211 -8%
FWM
1256
Focused Wealth Management
New York
$200K -$12.3K -150 -6%
SL
1257
Salomon & Ludwin
Virginia
$200K
AWM
1258
Affinity Wealth Management
Delaware
$200K +$198K +2,419 New
TFS
1259
TrustCore Financial Services
Tennessee
$196K
SAM
1260
S.A. Mason
Michigan
$190K +$188K +2,300 New
FMTCOCP
1261
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$186K -$8.17K -100 -4%
HI
1262
Hudock Inc
Pennsylvania
$186K +$163 +2 +0.1%
CBT
1263
Central Bank & Trust
Kentucky
$185K -$6.13K -75 -3%
AWM
1264
Atticus Wealth Management
Florida
$183K +$181K +2,215 New
LWANC
1265
Laurel Wealth Advisors (North Carolina)
North Carolina
$180K -$22.5K -275 -11%
AF
1266
Allworth Financial
California
$180K +$3.51K +43 +2%
MIM
1267
Macroview Investment Management
Maryland
$177K
PFBT
1268
Parkside Financial Bank & Trust
Missouri
$177K +$26.3K +322 +18%
CHAM
1269
Clear Harbor Asset Management
Connecticut
$171K +$168K +2,062 New
CF
1270
Centaurus Financial
California
$170K +$168K +2,056 New
LD
1271
Lipe & Dalton
New York
$169K
GDP
1272
Great Diamond Partners
Maine
$168K +$166K +2,029 New
QAM
1273
QCI Asset Management
New York
$165K
BCA
1274
Berman Capital Advisors
Georgia
$160K +$245 +3 +0.2%
BC
1275
Barnett & Company
Tennessee
$158K -$14.7K -180 -9%

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.