D icon

Dominion Energy
D

Overview Fund Activity

1,461 hedge funds and large institutions have $46.6B invested in Dominion Energy in 2019 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 559 increasing their positions, 478 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+124
Holders Change %
+9.27%
% of All Funds
28.85%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.59%
New
219
Increased
559
Reduced
478
Closed
76
Calls
$174M
Puts
$150M
Net Calls
+$24.6M
Net Calls Change
-$9.66M

Top Buyers

1
GFA
Gallagher Fiduciary Advisors
Illinois
$508M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
3
State Street
State Street
Massachusetts
$3.69B
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.7B
5
Cohen & Steers
Cohen & Steers
New York
$90.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$764M
2
ZP
Zimmer Partners
New York
$0
3
Franklin Resources
Franklin Resources
California
$1.74B
4
Federated Hermes
Federated Hermes
Pennsylvania
$545M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1501
MANA Advisors
New York
– -$281K -3,470 Closed
WA
1502
Wheatland Advisors
Pennsylvania
– -$277K -3,412 Closed
Group One Trading
1503
Group One Trading
Illinois
– -$270K -3,330 Closed
WCM
1504
Windsor Capital Management
Arizona
– -$261K -3,231 Closed
VA
1505
Valmark Advisers
Ohio
– -$261K -3,223 Closed
NPA
1506
Nichols & Pratt Advisers
Massachusetts
– -$259K -3,200 Closed
FFN
1507
Focus Financial Network
Minnesota
– -$253K -3,125 Closed
GCA
1508
Gideon Capital Advisors
New York
– -$251K -3,092 Closed
VAS
1509
Vestmark Advisory Solutions
Massachusetts
– -$246K -3,041 Closed
IIC
1510
Integrated Investment Consultants
Michigan
– -$223K -2,748 Closed
GSWM
1511
Golden State Wealth Management
California
– -$213K -2,629 Closed
DAS
1512
Dynamic Advisor Solutions
Arizona
– -$212K -2,613 Closed
DLA
1513
Douglas Lane & Associates
New York
– -$208K -2,568 Closed
RWM
1514
Reston Wealth Management
Virginia
– -$207K -2,555 Closed
W
1515
Wealthquest
Ohio
– -$205K -2,532 Closed
SCCM
1516
Schafer Cullen Capital Management
New York
– -$203K -2,505 Closed
BAM
1517
Berkshire Asset Management
Pennsylvania
– -$203K -2,501 Closed
HIIFS
1518
Harel Insurance Investments & Financial Services
Israel
– -$203K -2,500 Closed
HWA
1519
HCR Wealth Advisors
California
– -$202K -2,487 Closed
OFS
1520
Orrstown Financial Services
Pennsylvania
– -$97K -1,254 Closed
TI
1521
Truehand Inc
New Hampshire
– -$62K -767 Closed
SIA
1522
SeaBridge Investment Advisors
New Jersey
– -$49K -600 Closed
DP
1523
Denver PWM
Colorado
– -$36.7K -453 Closed
CCM
1524
Cribstone Capital Management
Maine
– -$30K -374 Closed
AM
1525
Atwater Malick
Pennsylvania
– -$28K -340 Closed
58 59 60
61
62