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Dominion Energy

1,170 hedge funds and large institutions have $31.3B invested in Dominion Energy in 2018 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 424 increasing their positions, 444 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $290M | Put options by funds: $92.4M

48% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,1511,170 (+19)

4% more capital invested

Capital invested by funds: $30.2B → $31.3B (+$1.09B)

0.3% less ownership

Funds ownership: 68.49%68.19% (-0.3%)

5% less repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 444

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,170
Holders Change
+19
Holders Change %
+1.65%
% of All Funds
26.74%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
96
Increased
424
Reduced
444
Closed
65
Calls
$290M
Puts
$92.4M
Net Calls
+$197M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
176
TOBAM
France
$10.7M -$9.07M -128,079 -46%
AAM
177
Advisors Asset Management
Colorado
$10.6M +$5.15M +72,738 +93%
CCMD
178
Cypress Capital Management (Delaware)
Delaware
$10.6M -$32.9K -465 -0.3%
SCM
179
Symons Capital Management
Pennsylvania
$10.5M -$724K -10,229 -6%
TPSF
180
Texas Permanent School Fund
Texas
$10.3M -$883K -12,477 -8%
Brown Advisory
181
Brown Advisory
Maryland
$10.3M +$1.1M +15,596 +12%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$10.3M -$744K -10,506 -7%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$10.2M +$22.9K +324 +0.2%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$10M -$262K -3,701 -3%
Nomura Asset Management
185
Nomura Asset Management
Japan
$9.77M +$191K +2,700 +2%
SC
186
Stralem & Co
New York
$9.71M -$729K -10,300 -7%
BFG
187
Beacon Financial Group
Texas
$9.42M -$279K -3,944 -3%
CGH
188
Crossmark Global Holdings
Texas
$9.39M +$6.17M +87,186 +188%
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$9.33M +$4.35M +61,431 +86%
Truist Financial
190
Truist Financial
North Carolina
$9.33M +$356K +5,024 +4%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$9.24M +$395K +5,574 +4%
FTIOP
192
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.23M -$257K -3,627 -3%
DekaBank Deutsche Girozentrale
193
DekaBank Deutsche Girozentrale
Germany
$9.22M -$5.31K -75 -0.1%
TTWM
194
TCV Trust & Wealth Management
Virginia
$9.16M +$180K +2,539 +2%
WRF
195
Waddell & Reed Financial
Kansas
$9.14M -$354K -5,000 -4%
SI
196
Stephens Inc
Arkansas
$9.04M -$101K -1,425 -1%
NIA
197
Northstar Investment Advisors
Colorado
$8.81M +$205K +2,891 +2%
MSL
198
Mackay Shields LLC
New York
$8.68M -$314K -4,430 -3%
Robeco Institutional Asset Management
199
Robeco Institutional Asset Management
Netherlands
$8.65M +$511K +7,212 +6%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$8.62M +$1.67M +23,539 +24%

D Hedge Fund Activity: Q3 2018 in Review

1,170 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2018, worth a combined $31.3B — up 3.6% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new D positions and 65 closed out — a net gain of 31 holders — while 424 added to existing stakes and 444 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $351M. The largest seller was Capital Research Global Investors, cutting an estimated $183M.

  • 1,170 institutional investors held Dominion Energy (D) as of Q3 2018, up from 1,151 in Q2 2018.
  • Funds reported $31.3B of Dominion Energy stock for Q3 2018, up 3.6% quarter-over-quarter.
  • 96 funds opened new Dominion Energy positions in Q3 2018 and 65 closed out, a net change of +31 holders.
  • The largest Dominion Energy buyer in Q3 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $351M added.
  • The largest Dominion Energy seller in Q3 2018 was Capital Research Global Investors, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2018.