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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 %
RIA
1251
Regal Investment Advisors
Michigan
$201K +$201K +2,431 New
SFS
1252
Sowell Financial Services
Arkansas
$200K -$245K -2,967 -55%
AHB
1253
Abner Herrman & Brock
New Jersey
$200K -$17.4K -211 -8%
FWM
1254
Focused Wealth Management
New York
$200K -$12.4K -150 -6%
SL
1255
Salomon & Ludwin
Virginia
$200K – – –
AWM
1256
Affinity Wealth Management
Delaware
$200K +$200K +2,419 New
TFS
1257
TrustCore Financial Services
Tennessee
$196K – – –
SAM
1258
S.A. Mason
Michigan
$190K +$190K +2,300 New
FMTCOCP
1259
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$186K -$8.29K -100 -4%
HI
1260
Hudock Inc
Pennsylvania
$186K +$163 +2 +0.1%
CBT
1261
Central Bank & Trust
Kentucky
$185K -$6.22K -75 -3%
AWM
1262
Atticus Wealth Management
Florida
$183K +$183K +2,215 New
LWANC
1263
Laurel Wealth Advisors (North Carolina)
North Carolina
$180K -$22.8K -275 -11%
AF
1264
Allworth Financial
California
$180K +$3.56K +43 +2%
MIM
1265
Macroview Investment Management
Maryland
$177K – – –
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$177K +$26.6K +322 +18%
CHAM
1267
Clear Harbor Asset Management
Connecticut
$171K +$171K +2,062 New
CF
1268
Centaurus Financial
California
$170K +$170K +2,056 New
LD
1269
Lipe & Dalton
New York
$169K – – –
GDP
1270
Great Diamond Partners
Maine
$168K +$168K +2,029 New
QAM
1271
QCI Asset Management
New York
$165K – – –
BCA
1272
Berman Capital Advisors
Georgia
$160K +$246 +3 +0.2%
BC
1273
Barnett & Company
Tennessee
$158K -$14.9K -180 -9%
PB
1274
Pinnacle Bancorp
Nebraska
$157K – – –
PCG
1275
Private Capital Group
Connecticut
$156K -$66.2K -804 -30%
49 50
51
52 53