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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
VCM
1501
Virtue Capital Management
Tennessee
-$300K -3,707 Closed
ACM
1502
AlphaStar Capital Management
North Carolina
-$294K -3,633 Closed
LWAC
1503
Laurel Wealth Advisors (California)
California
-$293K -3,616 Closed
MA
1504
MANA Advisors
New York
-$281K -3,470 Closed
WA
1505
Wheatland Advisors
Pennsylvania
-$277K -3,412 Closed
Group One Trading
1506
Group One Trading
Illinois
-$272K -3,330 Closed
WCM
1507
Windsor Capital Management
Arizona
-$261K -3,231 Closed
VA
1508
Valmark Advisers
Ohio
-$261K -3,223 Closed
NPA
1509
Nichols & Pratt Advisers
Massachusetts
-$259K -3,200 Closed
FFN
1510
Focus Financial Network
Minnesota
-$253K -3,125 Closed
GCA
1511
Gideon Capital Advisors
New York
-$251K -3,092 Closed
VAS
1512
Vestmark Advisory Solutions
Massachusetts
-$246K -3,041 Closed
IIC
1513
Integrated Investment Consultants
Michigan
-$223K -2,748 Closed
GSWM
1514
Golden State Wealth Management
California
-$213K -2,629 Closed
DAS
1515
Dynamic Advisor Solutions
Arizona
-$212K -2,613 Closed
DLA
1516
Douglas Lane & Associates
New York
-$208K -2,568 Closed
RWM
1517
Reston Wealth Management
Virginia
-$207K -2,555 Closed
W
1518
Wealthquest
Ohio
-$205K -2,532 Closed
SCCM
1519
Schafer Cullen Capital Management
New York
-$203K -2,505 Closed
BAM
1520
Berkshire Asset Management
Pennsylvania
-$203K -2,501 Closed
HIIFS
1521
Harel Insurance Investments & Financial Services
Israel
-$203K -2,500 Closed
HWA
1522
HCR Wealth Advisors
California
-$202K -2,487 Closed
OFS
1523
Orrstown Financial Services
Pennsylvania
-$97K -1,254 Closed
TI
1524
Truehand Inc
New Hampshire
-$62K -767 Closed
SIA
1525
SeaBridge Investment Advisors
New Jersey
-$49K -600 Closed

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.