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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
BUB
1301
BBVA USA Bancshares
Texas
$120K +$119K +1,454 New
BWA
1302
Burt Wealth Advisors
Maryland
$117K
SWA
1303
Sutton Wealth Advisors
Florida
$116K +$817 +10 +0.7%
EWP
1304
Engrave Wealth Partners
Texas
$115K +$114K +1,400 New
PCIA
1305
Prime Capital Investment Advisors
Kansas
$112K
AWM
1306
Avior Wealth Management
Nebraska
$111K -$3.6K -44 -3%
ADL
1307
Asset Dedication LLC
California
$111K +$1.47K +18 +1%
GEA
1308
Glen Eagle Advisors
New Jersey
$111K +$29.8K +365 +37%
OSAM
1309
O'Shaughnessy Asset Management
Connecticut
$110K +$109K +1,328 +33,200%
RFM
1310
Royal Fund Management
Florida
$109K -$3.02K -37 -3%
SIM
1311
Sonora Investment Management
Arizona
$108K
PG
1312
Proffitt & Goodson
Tennessee
$106K
ECM
1313
Estabrook Capital Management
New York
$106K
PCM
1314
Penserra Capital Management
California
$104K -$1.55M -19,000 -94%
NSB
1315
Norway Savings Bank
Maine
$101K
OAM
1316
Oppenheimer Asset Management
New York
$101K +$15.4K +188 +18%
VCP
1317
Verus Capital Partners
Arizona
$101K +$100K +1,225 New
AIM
1318
AIA Investment Management
Singapore
$100K +$12.4K +152 +14%
TPWA
1319
TRUE Private Wealth Advisors
Oregon
$100K +$99.3K +1,215 New
FGAM
1320
Financial Gravity Asset Management
Texas
$99K +$15.9K +195 New
CWP
1321
CFM Wealth Partners
Texas
$98K +$95.4K +1,168 New
AJ
1322
Ashburton (Jersey)
Jersey
$97K -$3.68K -45 -4%
APW
1323
Acima Private Wealth
Virginia
$95K +$38.7K +474 +70%
Loomis, Sayles & Company
1324
Loomis, Sayles & Company
Massachusetts
$93K +$7.93K +97 +9%
AA
1325
Advisory Alpha
Michigan
$92.4K +$5.47K +67 +6%

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.