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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
AP
1326
Atwood & Palmer
Missouri
$91K
VCM
1327
Versant Capital Management
Arizona
$91K +$12.3K +151 +16%
RCA
1328
Ranch Capital Advisors
Florida
$88K -$18.3K -224 -17%
SIS
1329
Sound Income Strategies
Florida
$86K
SIAS
1330
Shine Investment Advisory Services
Colorado
$85K
SWM
1331
Selective Wealth Management
Virginia
$85K +$490 +6 +0.6%
BWM
1332
Baystate Wealth Management
Massachusetts
$84K +$21.8K +267 +36%
FM
1333
Family Management
New York
$83K
IRAG
1334
Investment Research & Advisory Group
Georgia
$83K +$81.8K +1,001 New
MAM
1335
Meeder Asset Management
Ohio
$80K +$16.3K +200 +26%
JGIA
1336
Jackson Grant Investment Advisers
Connecticut
$79K +$817 +10 +1%
TC
1337
Trust Company
Kansas
$76K +$18.5K +227 +33%
GFPC
1338
Global Financial Private Client
Florida
$74.5K +$73.5K +899 New
TFO
1339
Tarbox Family Office
California
$74K -$4K -49 -5%
CFN
1340
Cordasco Financial Network
Florida
$71K +$70.1K +858 New
QT
1341
Quantbot Technologies
New York
$70K -$1.83M -22,339 -96%
TCA
1342
Tortoise Capital Advisors
Kansas
$70K
WOC
1343
West Oak Capital
California
$70K +$8.17K +100 +13%
WEC
1344
Winslow Evans & Crocker
Massachusetts
$68K
Pacer Advisors
1345
Pacer Advisors
Pennsylvania
$66K -$7.21M -88,210 -99%
CH
1346
Canton Hathaway
Rhode Island
$66K
CPA
1347
Cowen Prime Advisors
New York
$66K
SCM
1348
Silvant Capital Management
Georgia
$66K
EIP
1349
Ellis Investment Partners
Pennsylvania
$66K +$409 +5 +0.6%
GAM
1350
Gemmer Asset Management
California
$62K -$163 -2 -0.3%

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.