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Dominion Energy

1,338 hedge funds and large institutions have $44.1B invested in Dominion Energy in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 621 increasing their positions, 403 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 403

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

17% more call options, than puts

Call options by funds: $231M | Put options by funds: $197M

14% more funds holding in top 10

Funds holding in top 10: 2933 (+4)

8% more capital invested

Capital invested by funds: $40.9B → $44.1B (+$3.18B)

2% more funds holding

Funds holding: 1,3171,338 (+21)

0.18% more ownership

Funds ownership: 66.12%66.3% (+0.18%)

Holders
1,338
Holders Change
+21
Holders Change %
+1.59%
% of All Funds
29.34%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.72%
New
99
Increased
621
Reduced
403
Closed
71
Calls
$231M
Puts
$197M
Net Calls
+$34.2M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1301
First PREMIER Bank
South Dakota
$16K
KFS
1302
Kelly Financial Services
Massachusetts
$15.8K +$155 +2 +1%
PFO
1303
Pathstone Family Office
New Jersey
$14K -$355K -4,585 -96%
LFG
1304
Larson Financial Group
Missouri
$14K
POIA
1305
Pin Oak Investment Advisors
Texas
$14K
HCM
1306
Hilton Capital Management
New York
$13K
MSFP
1307
Mark Sheptoff Financial Planning
Connecticut
$12K -$15.5K -200 -57%
BCI
1308
Brinker Capital Investments
Pennsylvania
$12K -$14.1K -182 -55%
TFGT
1309
TS Financial Group (TSFG)
Illinois
$12K
TF
1310
TimeScale Financial
Massachusetts
$10K -$6.03K -78 -38%
JWA
1311
JFS Wealth Advisors
Pennsylvania
$10K
MCM
1312
MV Capital Management
Maryland
$10K
UB
1313
UMB Bank
Missouri
$9.66K +$36.7K +475 +0.4%
WAS
1314
Winch Advisory Services
Wisconsin
$9K +$77 +1 +1%
AWM
1315
AllSquare Wealth Management
New York
$8K
HS
1316
Horan Securities
United States
$8K
LF
1317
Lee Financial
Texas
$8K
OAJ
1318
Ogorek Anthony Joseph
New York
$8K
MAM
1319
Marquette Asset Management
Minnesota
$8K +$7.73K +100 New
WC
1320
Weil Company
California
$8K +$7.73K +100 New
CTB
1321
Country Trust Bank
Illinois
$7K
Kayne Anderson Rudnick Investment Management
1322
Kayne Anderson Rudnick Investment Management
California
$7K
TAIM
1323
TD Ameritrade Investment Management
Nebraska
$7K +$2.55K +33 +66%
AIS
1324
AlphaOne Investment Services
Pennsylvania
$6K
BWA
1325
BDO Wealth Advisors
Florida
$4K -$19K -246 -82%

D Hedge Fund Activity: Q3 2019 in Review

1,338 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2019, worth a combined $44.1B — up 7.8% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new D positions and 71 closed out — a net gain of 28 holders — while 621 added to existing stakes and 403 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $424M. The largest seller was Zimmer Partners, cutting an estimated $96.3M.

  • 1,338 institutional investors held Dominion Energy (D) as of Q3 2019, up from 1,317 in Q2 2019.
  • Funds reported $44.1B of Dominion Energy stock for Q3 2019, up 7.8% quarter-over-quarter.
  • 99 funds opened new Dominion Energy positions in Q3 2019 and 71 closed out, a net change of +28 holders.
  • The largest Dominion Energy buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $424M added.
  • The largest Dominion Energy seller in Q3 2019 was Zimmer Partners, an estimated $96.3M sold.

Based on aggregated 13F filings for Q3 2019.