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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
PB
1276
Pinnacle Bancorp
Nebraska
$157K
PCG
1277
Private Capital Group
Connecticut
$156K -$65.7K -804 -30%
CI
1278
CX Institutional
Indiana
$153K
RIA
1279
Realta Investment Advisors
Delaware
$150K -$82K -1,004 -36%
FFC
1280
First Financial Corp
Indiana
$150K
HI
1281
Hendershot Investments
Virginia
$147K -$5.31K -65 -4%
RAM
1282
Riggs Asset Management
Pennsylvania
$142K +$24.5K +300 +21%
MMG
1283
Monetary Management Group
Missouri
$141K -$49K -600 -26%
BG
1284
Bollard Group
Massachusetts
$140K +$1.39K +17 +1%
CIM
1285
Centersquare Investment Management
Pennsylvania
$138K -$27.8K -340 -17%
HSA
1286
Hussman Strategic Advisors
Maryland
$138K
CFFP
1287
Center for Financial Planning
Michigan
$137K +$135K +1,649 New
PFGIA
1288
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$13.8K +169 +11%
FL
1289
Fort LP
Maryland
$136K +$134K +1,642 New
NPP
1290
New Potomac Partners
Maryland
$134K -$4.9K -60 -4%
MA
1291
MCF Advisors
Kentucky
$131K
SFSIG
1292
San Francisco Sentry Investment Group
California
$131K +$25.3K +310 +24%
WC
1293
Whitnell & Co
Illinois
$127K
1IA
1294
1834 Investment Advisors
Wisconsin
$124K +$36.9K +451 +43%
CL
1295
CSS LLC
Illinois
$124K +$123K +1,500 New
1NWS
1296
1 North Wealth Services
Maryland
$123K +$97K +1,187 +396%
TCM
1297
Tradewinds Capital Management
Washington
$122K +$1.31K +16 +1%
WCM
1298
Wealthcare Capital Management
Virginia
$122K +$5.72K +70 +5%
VCM
1299
Vigilant Capital Management
Maine
$121K
KTC
1300
Kistler-Tiffany Companies
Pennsylvania
$120K

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.