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Dominion Energy

1,317 hedge funds and large institutions have $40.9B invested in Dominion Energy in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 589 increasing their positions, 422 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $399M | Put options by funds: $261M

40% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 422

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1.17% more ownership

Funds ownership: 64.95%66.12% (+1.2%)

3% more capital invested

Capital invested by funds: $39.8B → $40.9B (+$1.17B)

1% less funds holding

Funds holding: 1,3291,317 (-12)

Holders
1,317
Holders Change
-12
Holders Change %
-0.9%
% of All Funds
28.6%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
85
Increased
589
Reduced
422
Closed
77
Calls
$399M
Puts
$261M
Net Calls
+$138M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
176
Stephens Inc
Arkansas
$14.3M +$626K +8,216 +5%
TAM
177
Tyers Asset Management
Texas
$14.2M +$2.06M +27,008 +17%
AIMCA
178
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.1M
Baird Financial Group
179
Baird Financial Group
Wisconsin
$14.1M +$3.88M +50,906 +39%
TTWM
180
TCV Trust & Wealth Management
Virginia
$14M +$69.4K +911 +0.5%
ERSOT
181
Employees Retirement System of Texas
Texas
$13.9M +$76.2K +1,000 +0.6%
SSWM
182
Smith Salley Wealth Management
North Carolina
$13.8M +$1.46M +19,136 +12%
CIC
183
Crawford Investment Counsel
Georgia
$13.7M +$511K +6,711 +4%
RC
184
RBO & Co
California
$13.6M -$196K -2,573 -1%
SHA
185
Shelter Harbor Advisors
Connecticut
$13.5M +$3.81M +50,000 +40%
JFL
186
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.3M -$928K -12,184 -7%
KCM
187
Kanawha Capital Management
Virginia
$13.3M +$61.3K +805 +0.5%
MIP
188
Mondrian Investment Partners
United Kingdom
$13.2M +$13M +171,150 New
Truist Financial
189
Truist Financial
North Carolina
$13.2M +$1.67M +21,972 +15%
PAG
190
Private Advisor Group
New Jersey
$13.1M +$6.4M +84,014 +96%
QIM
191
Quantitative Investment Management
Virginia
$12.8M +$1.94M +25,467 +18%
ZIG
192
Zurich Insurance Group
Switzerland
$12.8M -$3.31M -43,502 -21%
Acadian Asset Management
193
Acadian Asset Management
Massachusetts
$12.8M +$6.04M +79,286 +93%
GFPC
194
Global Financial Private Capital
Florida
$12.7M -$2.21M -29,016 -15%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$12.7M +$210K +2,755 +2%
Connor, Clark & Lunn Investment Management (CC&L)
196
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.7M +$11.6M +151,700 +1,223%
SCM
197
SKBA Capital Management
California
$12.5M -$343K -4,500 -3%
UBV
198
United Bank (Virginia)
Virginia
$12.4M +$10.5M +137,851 +602%
MSL
199
Mackay Shields LLC
New York
$12.1M +$53.1K +697 +0.4%
TAM
200
Tocqueville Asset Management
New York
$12.1M -$419K -5,500 -3%

D Hedge Fund Activity: Q2 2019 in Review

1,317 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2019, worth a combined $40.9B — up 2.9% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new D positions and 77 closed out — a net gain of 8 holders — while 589 added to existing stakes and 422 trimmed.

The largest buyer was Nuveen, adding an estimated $306M. The largest seller was Capital World Investors, cutting an estimated $229M.

  • 1,317 institutional investors held Dominion Energy (D) as of Q2 2019, down from 1,329 in Q1 2019.
  • Funds reported $40.9B of Dominion Energy stock for Q2 2019, up 2.9% quarter-over-quarter.
  • 85 funds opened new Dominion Energy positions in Q2 2019 and 77 closed out, a net change of +8 holders.
  • The largest Dominion Energy buyer in Q2 2019 was Nuveen, an estimated $306M added.
  • The largest Dominion Energy seller in Q2 2019 was Capital World Investors, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2019.