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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
CA
1351
Centerpoint Advisors
Massachusetts
$61K
LC
1352
Lindbrook Capital
California
$61K
CBT
1353
Capital Bank & Trust
California
$57K -$8.99K -110 -14%
VC
1354
Vestor Capital
Illinois
$57K +$55.9K +684 New
LFA
1355
Lighthouse Financial Advisors
Maryland
$57K +$57K +698 New
AIS
1356
Accurate Investment Solutions
Pennsylvania
$55K
CAL
1357
Capital Advisors Ltd
Ohio
$55K
NL
1358
NVWM LLC
Pennsylvania
$54K
OSNBOA
1359
Old Second National Bank of Aurora
Illinois
$53K
RMAM
1360
Raab & Moskowitz Asset Management
New Jersey
$52K +$52K +637 New
PMFA
1361
Plante Moran Financial Advisors
Michigan
$51K -$2.86K -35 -5%
IBOK
1362
Independence Bank of Kentucky
Kentucky
$51K
FMP
1363
Financial Management Professionals
Texas
$49K
RE
1364
RBC Europe
United Kingdom
$47.2K
HGWM
1365
Harvest Group Wealth Management
Massachusetts
$46K
PWP
1366
Personal Wealth Partners
Minnesota
$43K
TCM
1367
TD Capital Management
Tennessee
$43K
FDCDDQ
1368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.4K -$24.5K -300 -38%
1832 Asset Management
1369
1832 Asset Management
Ontario, Canada
$41K -$287K -3,513 -88%
PCFFS
1370
Pacific Center for Financial Services
California
$41K
AWA
1371
Artemis Wealth Advisors
New York
$40.5K +$40K +489 New
GCM
1372
Gables Capital Management
Florida
$39K
APWM
1373
Atlas Private Wealth Management
New York
$36K +$35.6K +436 New
EARNEST Partners
1374
EARNEST Partners
Georgia
$34K
SA
1375
SRH Advisors
Kansas
$33K

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.