We are live on ! Find out more
D icon

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
FCI
151
Financial Counselors Inc
Kansas
$19.4M +$449K +5,498 +2%
GC
152
Guggenheim Capital
Illinois
$19.2M -$2.28M -27,888 -11%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$19M +$781K +9,556 +4%
WB
154
WesBanco Bank
West Virginia
$19M +$170K +2,084 +0.9%
MIM
155
MetLife Investment Management
New Jersey
$18.1M -$410K -5,019 -2%
CB
156
Commerce Bank
Missouri
$18.1M +$4.32M +52,921 +32%
KeyBank National Association
157
KeyBank National Association
Ohio
$17.8M -$255K -3,118 -1%
HNB
158
Huntington National Bank
Ohio
$17.7M -$2.91M -35,616 -14%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$17.5M +$3.05M +37,307 +21%
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$17M +$1.24M +15,196 +8%
EIP
161
Energy Income Partners
Connecticut
$16.9M +$16.7M +204,191 New
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$16.8M +$13.9M +170,180 +512%
SOMRS
163
State of Michigan Retirement System
Michigan
$16.5M +$123K +1,500 +0.8%
US Bancorp
164
US Bancorp
Minnesota
$16.5M -$241K -2,955 -1%
CAI
165
Capital Advisors Inc
Oklahoma
$16.4M +$5.33M +65,217 +49%
GGI
166
Godsey & Gibb Inc
Virginia
$16.3M +$4.25K +52 +0%
GIBU
167
Gulf International Bank (UK)
United Kingdom
$16.3M +$535K +6,550 +3%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$16.1M +$878K +10,744 +6%
SEI Investments
169
SEI Investments
Pennsylvania
$15.8M +$3.73M +45,699 +32%
FAF
170
Fjarde Ap-fonden
Sweden
$15.8M -$6.08M -74,400 -28%
LC
171
LNZ Capital
New York
$15.7M +$2.53M +31,000 +19%
SSWM
172
Smith Salley Wealth Management
North Carolina
$15.7M +$99.6K +1,219 +0.6%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$15.4M +$583K +7,138 +4%
AUB
174
Atlantic Union Bankshares
Virginia
$15.3M +$43.1K +528 +0.3%
KCM
175
Kanawha Capital Management
Virginia
$15.2M +$670K +8,197 +5%

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.