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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
SI
176
Stephens Inc
Arkansas
$15.2M +$214K +2,613 +1%
TTWM
177
TCV Trust & Wealth Management
Virginia
$14.8M -$249K -3,044 -2%
RC
178
RBO & Co
California
$14.6M -$158K -1,931 -1%
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$14.6M +$836K +10,233 +6%
CCMD
180
Cypress Capital Management (Delaware)
Delaware
$14.4M -$119K -1,451 -0.8%
SAM
181
Shell Asset Management
Netherlands
$14.2M -$3.22M -39,354 -19%
CIBC Asset Management
182
CIBC Asset Management
Ontario, Canada
$14.2M -$74.5K -912 -0.5%
FWIA
183
Fort Washington Investment Advisors
Ohio
$14.1M +$5.54M +67,756 +66%
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$14M +$1.93M +23,603 +16%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$13.8M +$1.33M +16,278 +11%
GHA
186
GW Henssler & Associates
Georgia
$13.8M +$992K +12,137 +8%
TNB
187
Thomasville National Bank
Georgia
$13.7M +$509K +6,229 +4%
American Century Companies
188
American Century Companies
Missouri
$13.6M +$5.22M +63,848 +63%
MAM
189
Madison Asset Management
Wisconsin
$13.6M +$13.4M +163,629 New
MIP
190
Mondrian Investment Partners
United Kingdom
$13.5M
URS
191
Utah Retirement Systems
Utah
$13M +$368K +4,500 +3%
QIM
192
Quantitative Investment Management
Virginia
$13M +$8.77M +107,305 +218%
CGM
193
Centenus Global Management
New York
$12.8M -$7.35M -90,000 -37%
TAM
194
Tocqueville Asset Management
New York
$12.8M +$107K +1,310 +0.9%
JFL
195
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.8M -$291K -3,562 -2%
MSL
196
Mackay Shields LLC
New York
$12.6M -$111K -1,355 -0.9%
DnB Asset Management
197
DnB Asset Management
Norway
$12.6M +$2.55M +31,174 +26%
SCM
198
SKBA Capital Management
California
$12.3M -$907K -11,100 -7%
BCP
199
Blue Chip Partners
Michigan
$12.3M +$638K +7,807 +6%
AIMCA
200
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M -$7.84M -95,900 -39%

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.