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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
LWM
1401
Lionsbridge Wealth Management
Florida
$18K +$18.9K +231 New
FPB
1402
First PREMIER Bank
South Dakota
$17K
KPCM
1403
Kings Point Capital Management
New York
$17K
SC
1404
Solstein Capital
California
$17K +$16.3K +200 New
AP
1405
Americana Partners
Texas
$17K +$17K +208 New
KFS
1406
Kelly Financial Services
Massachusetts
$16.3K +$163 +2 +1%
FNBOSM
1407
First National Bank of South Miami
Florida
$16K +$15.4K +188 New
DI
1408
Disciplined Investments
Oklahoma
$16K +$15.4K +189 New
1W
1409
1776 Wealth
Georgia
$15K +$15.2K +186 New
ARMC
1410
American Research & Management Company
Massachusetts
$14K -$14.9K -182 -52%
LFG
1411
Larson Financial Group
Missouri
$14K
IWP
1412
IAG Wealth Partners
Wisconsin
$14K +$13.6K +166 New
TAIM
1413
TD Ameritrade Investment Management
Nebraska
$13K +$6.29K +77 +93%
BCI
1414
Brinker Capital Investments
Pennsylvania
$12K
MSFP
1415
Mark Sheptoff Financial Planning
Connecticut
$12K
TFGT
1416
TS Financial Group (TSFG)
Illinois
$12K
PP
1417
Pacifica Partners
Canada
$12K +$11.4K +140 New
SL
1418
Savior LLC
Massachusetts
$12K +$11.8K +144 New
FA
1419
Fortis Advisors
Pennsylvania
$12K +$11.9K +146 New
HWM
1420
Howard Wealth Management
Connecticut
$12K +$12.3K +150 New
SSWG
1421
Seven Springs Wealth Group
Tennessee
$12K +$12.3K +150 New
CAM
1422
Columbia Asset Management
Michigan
$11.5K +$28.6K +350 +3%
SQA
1423
Simon Quick Advisors
New Jersey
$11K +$10.5K +128 New
TCWM
1424
Total Clarity Wealth Management
Illinois
$11K +$10.9K +133 New
HF
1425
Halpern Financial
Virginia
$10.4K +$10.2K +125 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.