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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
SMG
1376
Spectrum Management Group
Indiana
-$40K -516 Closed
SPL
1377
Smart Portfolios LLC
Washington
-$31K -408 Closed
PCA
1378
Peddock Capital Advisors
Massachusetts
-$31K -400 Closed
LA
1379
Legacy Advisors
Pennsylvania
-$23K -300 Closed
AIA
1380
Alera Investment Advisors
Illinois
-$22K -284 Closed
ST
1381
Somerset Trust
Pennsylvania
-$22K -284 Closed
HCA
1382
Horan Capital Advisors
Ohio
-$20K -266 Closed
SAM
1383
Strategy Asset Managers
California
-$19K -250 Closed
CHP
1384
Cable Hill Partners
Oregon
-$16K -206 Closed
MF
1385
MHI Funds
New York
-$16K -204 Closed
WAS
1386
WESPAC Advisors SoCal
California
-$15K -200 Closed
PGWM
1387
Parisi Gray Wealth Management
New Jersey
-$11K -148 Closed
FNC
1388
First National Corp
Massachusetts
-$11K -144 Closed
PWM
1389
PRW Wealth Management
Massachusetts
-$8K -102 Closed
DBT
1390
Dubuque Bank & Trust
Iowa
-$8K -100 Closed
RWML
1391
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$6.9K -90 Closed
DWM
1392
Destination Wealth Management
California
-$6K -84 Closed
OSAM
1393
O'Shaughnessy Asset Management
Connecticut
+$76 +1 New

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.