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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
BL
1376
Balentine LLC
Georgia
$33K +$1.31K +16 +4%
HFS
1377
HBC Financial Services
Washington
$33K +$32.7K +400 New
WPA
1378
West Paces Advisors
Georgia
$32.8K -$327 -4 -1%
PWMG
1379
Prestige Wealth Management Group
New Jersey
$32K +$6.13K +75 +24%
MFT
1380
Moisand Fitzgerald Tamayo
Florida
$29K
CAC
1381
Certified Advisory Corp
Florida
$29K +$327 +4 +1%
MF
1382
Manchester Financial
California
$29K +$28.2K +345 New
IFA
1383
Interactive Financial Advisors
Illinois
$28K
BEI
1384
Benjamin Edwards Inc
Missouri
$27K
BAMG
1385
Brand Asset Management Group
Missouri
$26K +$654 +8 +3%
ACM
1386
Anfield Capital Management
California
$26K +$25.2K +308 New
BAM
1387
Bellevue Asset Management
Washington
$25K +$24.5K +300 New
PCA
1388
Peddock Capital Advisors
Massachusetts
$25K +$24.5K +300 New
BBA
1389
Braun-Bostich & Associates
Pennsylvania
$25K +$25.2K +308 New
WB
1390
West Bancorporation
Iowa
$24K +$23.5K +288 New
TFA
1391
Tobias Financial Advisors
Florida
$24K +$24.5K +300 New
SJIM
1392
St. Johns Investment Management
Florida
$23K
HCM
1393
Highlander Capital Management
New Jersey
$22K
BCA
1394
Bray Capital Advisors
Florida
$22K +$82 +1 +0.4%
LGWM
1395
Litman Gregory Wealth Management
California
$22K +$21.7K +266 New
CIAS
1396
CBIZ Investment Advisory Services
Ohio
$21K
LWM
1397
Lenox Wealth Management
Ohio
$20K
ME
1398
McIlrath & Eck
Washington
$20K
BCM
1399
Bourgeon Capital Management
Connecticut
$18K
TWP
1400
TFO Wealth Partners
Ohio
$18K +$18.4K +225 New

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.