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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1351
Freedom Investment Management
Connecticut
-$249K -3,245 Closed
BAM
1352
Brave Asset Management
New Jersey
-$246K -3,211 Closed
HA
1353
Harfst & Associates
Wyoming
-$235K -3,073 Closed
BWCS
1354
Beirne Wealth Consulting Services
Connecticut
-$234K -3,051 Closed
HIMC
1355
Heritage Investors Management Corp
Maryland
-$221K -2,883 Closed
WP
1356
WealthShield Partners
North Carolina
-$215K -2,801 Closed
WDA
1357
Wendell David Associates
New Hampshire
-$215K -2,800 Closed
WG
1358
Winton Group
United Kingdom
-$209K -2,730 Closed
KL
1359
KWMG LLC
Kansas
-$209K -2,721 Closed
AWM
1360
Altium Wealth Management
New York
-$204K -2,659 Closed
OFW
1361
Omnia Family Wealth
Florida
-$203K -2,654 Closed
PA
1362
Perennial Advisors
New York
-$200K -2,615 Closed
WAM
1363
Wolverine Asset Management
Illinois
-$180K -2,365 Closed
QT
1364
Quantamental Technologies
New York
-$147K -1,923 Closed
IWP
1365
Icon Wealth Partners
Texas
-$129K -1,680 Closed
IC
1366
Inscription Capital
Texas
-$96K -1,246 Closed
AA
1367
Advisory Alpha
Michigan
-$75.9K -1,036 Closed
NWM
1368
Northwest Wealth Management
Iowa
-$77K -1,000 Closed
WCM
1369
WealthBridge Capital Management
Ohio
-$63K -857 Closed
BRC
1370
Bell Rock Capital
Delaware
-$56K -740 Closed
FC
1371
Ferris Capital
Massachusetts
-$55K -717 Closed
IDBONY
1372
Israel Discount Bank of New York
New York
-$52K -680 Closed
SHIM
1373
Stone House Investment Management
Pennsylvania
-$51K -659 Closed
MFW
1374
Mosaic Family Wealth
Missouri
-$45K -593 Closed
CYG
1375
Clean Yield Group
Vermont
-$43K -564 Closed

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.