We are live on ! Find out more
DM

Dominion Energy Midstream Ptr LP
DM

Delisted

DM was delisted on the 25th of January, 2019.

98 hedge funds and large institutions have $798M invested in Dominion Energy Midstream Ptr LP in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

14% more capital invested

Capital invested by funds: $703M → $798M (+$95.1M)

5% less funds holding

Funds holding: 10398 (-5)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

95% less call options, than puts

Call options by funds: $972K | Put options by funds: $18.1M

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
22
Increased
28
Reduced
39
Closed
25
Calls
$972K
Puts
$18.1M
Net Calls
-$17.1M
Net Calls Change
-$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$204K -$3.18K -173 -2%
Invesco
77
Invesco
Georgia
$184K +$188K +10,218 New
TL
78
TrueWealth LLC
Georgia
$180K
BC
79
Brookfield Corp
Ontario, Canada
$170K -$27.2M -1,482,127 -99%
Bessemer Group
80
Bessemer Group
New Jersey
$162K +$165K +9,000 New
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$144K +$20.8K +1,133 +17%
WCM
82
Whitener Capital Management
North Carolina
$126K +$20.1K +1,095 +18%
IC
83
Inscription Capital
Texas
$90K +$91.9K +5,000 New
US Bancorp
84
US Bancorp
Minnesota
$43K -$117K -6,357 -73%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$43K
TWMP
86
Taylor Wealth Management Partners
Massachusetts
$34K -$31.2K -1,700 -47%
AG
87
Advisor Group
Arizona
$31K +$92 +5 +0.3%
CFA
88
Carroll Financial Associates
North Carolina
$28K +$29.2K +1,587 New
AWM
89
Avior Wealth Management
Nebraska
$27K -$71.7K -3,901 -72%
KPW
90
Kore Private Wealth
New York
$26K +$26.9K +1,466 New
BCA
91
Berman Capital Advisors
Georgia
$26K +$27.5K +1,496 New
SWM
92
SeaCrest Wealth Management
New York
$11K
VRM
93
Vectors Research Management
New York
$8K +$5.51K +300 New
AIM
94
Advantage Investment Management
Iowa
$5K
AC
95
Avestar Capital
New York
$4K -$14.1K -767 -70%
FHA
96
First Horizon Advisors
Tennessee
$4K -$10.1K -549 -71%
EFSCE
97
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$2.39K -130 -73%
GT
98
Glenmede Trust
Pennsylvania
$21 -$769K -41,860 -97%
AR
99
Advisory Research
Illinois
-$20.1M -1,122,356 Closed
NIM
100
NXG Investment Management
Texas
-$5.29M -295,377 Closed

DM Hedge Fund Activity: Q4 2018 in Review

98 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy Midstream Ptr LP (DM) for Q4 2018, worth a combined $798M — up 14% from $703M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of DM and 22 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 28 added.

The largest buyer was Westchester Capital Management (New York), opening a new position worth an estimated $87.9M. The largest seller was Neuberger Berman Group, cutting an estimated $95.2M.

  • 98 institutional investors held Dominion Energy Midstream Ptr LP (DM) as of Q4 2018, down from 103 in Q3 2018.
  • Funds reported $798M of Dominion Energy Midstream Ptr LP stock for Q4 2018, up 14% quarter-over-quarter.
  • 22 funds opened new Dominion Energy Midstream Ptr LP positions in Q4 2018 and 25 closed out, a net change of -3 holders.
  • The largest Dominion Energy Midstream Ptr LP buyer in Q4 2018 was Westchester Capital Management (New York), an estimated $87.9M added.
  • The largest Dominion Energy Midstream Ptr LP seller in Q4 2018 was Neuberger Berman Group, an estimated $95.2M sold.

Based on aggregated 13F filings for Q4 2018.