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Dominion Energy

965 hedge funds and large institutions have $28.2B invested in Dominion Energy in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 368 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $233M | Put options by funds: $51.8M

74% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 54

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

15% more repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 321

12% more capital invested

Capital invested by funds: $25.1B → $28.2B (+$3.12B)

3% more funds holding

Funds holding: 934965 (+31)

3.08% more ownership

Funds ownership: 62.59%65.67% (+3.1%)

Holders
965
Holders Change
+31
Holders Change %
+3.32%
% of All Funds
25.71%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.51%
New
94
Increased
368
Reduced
321
Closed
54
Calls
$233M
Puts
$51.8M
Net Calls
+$181M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dupont Capital Management
Delaware
$5.26M -$401K -5,668 -7%
ProShare Advisors
227
ProShare Advisors
Maryland
$5.1M -$1.87M -26,446 -28%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$5.06M +$255K +3,611 +6%
TCOV
229
Trust Company of Vermont
Vermont
$5.05M -$38.3K -541 -0.8%
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$4.99M -$28.3K -400 -0.6%
NMERB
231
New Mexico Educational Retirement Board
New Mexico
$4.95M +$99K +1,400 +2%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$4.85M +$292K +4,125 +7%
FWIA
233
Fort Washington Investment Advisors
Ohio
$4.84M +$85.5K +1,209 +2%
RC
234
RBO & Co
California
$4.83M +$9.34K +132 +0.2%
PA
235
Profund Advisors
Maryland
$4.79M +$1.88M +26,630 +72%
CTC
236
Central Trust Company
Missouri
$4.79M +$54.8K +775 +1%
NB
237
Norinchukin Bank
Japan
$4.76M +$198K +2,794 +5%
GD
238
Grandfield & Dodd
New York
$4.72M -$139K -1,960 -3%
EVM
239
Eaton Vance Management
Massachusetts
$4.64M +$8.77K +124 +0.2%
BFS
240
Bradley Foster & Sargent
Connecticut
$4.59M -$64.9K -917 -1%
ISB
241
Iowa State Bank
Iowa
$4.55M +$61.9K +875 +1%
BFA
242
Beaumont Financial Advisors
Massachusetts
$4.52M +$155K +2,192 +4%
WAM
243
World Asset Management
Michigan
$4.49M -$419K -5,925 -9%
BOH
244
Bank of Hawaii
Hawaii
$4.45M -$309K -4,370 -7%
PDN
245
Pensionfund DSM Netherlands
Netherlands
$4.43M +$4.17M +59,000 New
JMPWA
246
JP Morgan Private Wealth Advisors
California
$4.36M +$1.23M +17,349 +43%
TG
247
TCW Group
California
$4.28M +$1.11M +15,718 +38%
SEI Investments
248
SEI Investments
Pennsylvania
$4.28M -$1.44M -20,350 -26%
Calamos Advisors
249
Calamos Advisors
Illinois
$4.25M +$25.9K +366 +0.7%
V
250
Veritable
Delaware
$4.23M -$95.6K -1,351 -2%

D Hedge Fund Activity: Q1 2016 in Review

965 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2016, worth a combined $28.2B — up 12% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new D positions and 54 closed out — a net gain of 40 holders — while 368 added to existing stakes and 321 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $755M. The largest seller was Capital Research Global Investors, cutting an estimated $230M.

  • 965 institutional investors held Dominion Energy (D) as of Q1 2016, up from 934 in Q4 2015.
  • Funds reported $28.2B of Dominion Energy stock for Q1 2016, up 12% quarter-over-quarter.
  • 94 funds opened new Dominion Energy positions in Q1 2016 and 54 closed out, a net change of +40 holders.
  • The largest Dominion Energy buyer in Q1 2016 was Royal London Asset Management, an estimated $755M added.
  • The largest Dominion Energy seller in Q1 2016 was Capital Research Global Investors, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2016.