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Dominion Energy

1,328 hedge funds and large institutions have $39.8B invested in Dominion Energy in 2019 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 718 increasing their positions, 292 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 292

106% more call options, than puts

Call options by funds: $211M | Put options by funds: $102M

105% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 79

19% more capital invested

Capital invested by funds: $33.4B → $39.8B (+$6.34B)

6% more funds holding

Funds holding: 1,2561,328 (+72)

7.02% less ownership

Funds ownership: 71.96%64.95% (-7%)

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

Holders
1,328
Holders Change
+72
Holders Change %
+5.73%
% of All Funds
28.74%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.58%
New
162
Increased
718
Reduced
292
Closed
79
Calls
$211M
Puts
$102M
Net Calls
+$109M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1376
Voit & Company
Wisconsin
-$278K -3,895 Closed
CA
1377
Continuum Advisory
Idaho
-$263K -3,675 Closed
PCM
1378
Palisade Capital Management
New Jersey
-$257K -3,602 Closed
FMTC
1379
Farmers & Merchants Trust Company
California
-$254K -3,548 Closed
AP
1380
Appleton Partners
Massachusetts
-$250K -3,505 Closed
BKA
1381
Brick & Kyle Associates
Pennsylvania
-$250K -3,498 Closed
RPA
1382
Rock Point Advisors
Vermont
-$246K -3,444 Closed
ACP
1383
Arcus Capital Partners
Georgia
-$245K -3,424 Closed
DTL
1384
Dynamic Technology Lab
Singapore
-$233K -3,253 Closed
MAM
1385
Morse Asset Management
Connecticut
-$223K -3,120 Closed
FCH
1386
Freestone Capital Holdings
Washington
-$209K -2,931 Closed
CCM
1387
Chilton Capital Management
Texas
-$209K -2,923 Closed
JA
1388
JOYN Advisors
Georgia
-$145K -2,032 Closed
PRC
1389
Pearl River Capital
Michigan
-$125K -1,752 Closed
PVH
1390
Psagot Value Holdings
Israel
-$92K -1,290 Closed
MOS
1391
MGO One Seven
Ohio
-$89K -1,257 Closed
ECM
1392
EII Capital Management
New York
-$67K -935 Closed
ACH
1393
ArrowMark Colorado Holdings
Colorado
-$57K -800 Closed
MWA
1394
Meridian Wealth Advisors
Texas
-$49K -682 Closed
PFC
1395
Phocas Financial Corp
California
-$44K -620 Closed
Walleye Trading
1396
Walleye Trading
New York
-$38.6K -529 Closed
WANY
1397
Wealthspire Advisors (New York)
New York
-$37K -521 Closed
Twin Tree Management
1398
Twin Tree Management
Texas
-$33K -463 Closed
HT
1399
Heritage Trust
Oklahoma
-$29K -405 Closed
FTI
1400
Fiduciary Trust International
Massachusetts
-$28K -397 Closed

D Hedge Fund Activity: Q1 2019 in Review

1,328 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2019, worth a combined $39.8B — up 19% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new D positions and 79 closed out — a net gain of 83 holders — while 718 added to existing stakes and 292 trimmed.

The largest buyer was Vanguard Group, adding an estimated $903M. The largest seller was Capital World Investors, cutting an estimated $786M.

  • 1,328 institutional investors held Dominion Energy (D) as of Q1 2019, up from 1,256 in Q4 2018.
  • Funds reported $39.8B of Dominion Energy stock for Q1 2019, up 19% quarter-over-quarter.
  • 162 funds opened new Dominion Energy positions in Q1 2019 and 79 closed out, a net change of +83 holders.
  • The largest Dominion Energy buyer in Q1 2019 was Vanguard Group, an estimated $903M added.
  • The largest Dominion Energy seller in Q1 2019 was Capital World Investors, an estimated $786M sold.

Based on aggregated 13F filings for Q1 2019.