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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
JWA
1426
JFS Wealth Advisors
Pennsylvania
$10K
MCM
1427
MV Capital Management
Maryland
$10K
TF
1428
TimeScale Financial
Massachusetts
$10K +$82 +1 +0.8%
CWA
1429
Capital Wealth Alliance
Arizona
$10K +$9.64K +118 New
WCG
1430
Weaver Consulting Group
California
$10K +$9.72K +119 New
SIC
1431
Samalin Investment Counsel
New York
$10K +$10.6K +130 New
CFD
1432
Creative Financial Designs
Indiana
$9K -$34.6K -424 -80%
WAS
1433
Winch Advisory Services
Wisconsin
$9K +$82 +1 +0.9%
Kayne Anderson Rudnick Investment Management
1434
Kayne Anderson Rudnick Investment Management
California
$9K +$1.8K +22 +24%
EWA
1435
Evolution Wealth Advisors
Florida
$9K +$8.5K +104 New
VCS
1436
Vaughan & Co Securities
New Jersey
$8.28K +$8.17K +100 New
AWM
1437
AllSquare Wealth Management
New York
$8K
LF
1438
Lee Financial
Texas
$8K
MAM
1439
Marquette Asset Management
Minnesota
$8K
OAJ
1440
Ogorek Anthony Joseph
New York
$8K
RWB
1441
RMR Wealth Builders
New Jersey
$8K +$7.68K +94 New
RWML
1442
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.45K
CTB
1443
Country Trust Bank
Illinois
$7K
CCA
1444
Column Capital Advisors
Indiana
$6K +$6.7K +82 New
FPFS
1445
First Personal Financial Services
North Carolina
$5K -$21.8K -267 -82%
BWA
1446
BDO Wealth Advisors
Florida
$5K
PO
1447
Private Ocean
California
$5K
JFA
1448
JNBA Financial Advisors
Minnesota
$4K -$82 -1 -2%
HI
1449
Human Investing
Oregon
$4K
IFAM
1450
Institutional & Family Asset Management
Colorado
$4K

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.