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Dominion Energy

992 hedge funds and large institutions have $31.3B invested in Dominion Energy in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 431 increasing their positions, 275 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $236M | Put options by funds: $78.9M

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 275

11% more capital invested

Capital invested by funds: $28.2B → $31.3B (+$3.14B)

3% more funds holding

Funds holding: 965992 (+27)

0.33% less ownership

Funds ownership: 65.67%65.34% (-0.33%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
992
Holders Change
+27
Holders Change %
+2.8%
% of All Funds
26.47%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
431
Reduced
275
Closed
40
Calls
$236M
Puts
$78.9M
Net Calls
+$157M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Evercore Wealth Management
New York
$1.51M +$27K +372 +2%
CIC
427
Carnegie Investment Counsel
Ohio
$1.5M -$2.54K -35 -0.2%
HWA
428
Heritage Wealth Advisors
Virginia
$1.49M +$9.94K +137 +0.7%
MIP
429
Marietta Investment Partners
Wisconsin
$1.47M
RA
430
Rational Advisors
New York
$1.47M
CA
431
Cetera Advisors
Colorado
$1.45M -$2.03K -28 -0.2%
Jones Financial Companies
432
Jones Financial Companies
Missouri
$1.45M +$199K +2,736 +17%
CCM
433
Canal Capital Management
Virginia
$1.44M +$1.03M +14,249 +339%
VNIM
434
Vaughan Nelson Investment Management
Texas
$1.43M
KT
435
Kanaly Trust
Texas
$1.43M +$54.9K +756 +4%
UBWV
436
United Bank (West Virginia)
West Virginia
$1.42M -$68.1K -938 -5%
ECM
437
Exchange Capital Management
Michigan
$1.42M +$62.8K +866 +5%
VFA
438
Voya Financial Advisors
Connecticut
$1.41M +$280K +3,852 +26%
SC
439
SouthState Corp
Florida
$1.4M +$11.5K +158 +0.9%
FNBT
440
FineMark National Bank & Trust
Florida
$1.39M -$37.4K -515 -3%
OPCM
441
Osborne Partners Capital Management
California
$1.38M -$360K -4,965 -22%
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$1.36M -$109K -1,507 -8%
SAM
443
Symphony Asset Management
California
$1.34M +$194K +2,672 +18%
BHBT
444
Burke & Herbert Bank & Trust
Virginia
$1.34M +$44.3K +610 +4%
Jacobs Levy Equity Management
445
Jacobs Levy Equity Management
New Jersey
$1.32M +$1.23M +16,900 New
CT
446
Cambridge Trust
Massachusetts
$1.3M
WJA
447
Williams Jones & Associates
New York
$1.28M +$434K +5,984 +58%
CI
448
Conning Inc
Connecticut
$1.27M +$17.4K +240 +1%
O
449
OppenheimerFunds
New York
$1.27M +$156K +2,145 +15%
EGA
450
E&G Advisors
Texas
$1.27M -$528K -7,271 -31%

D Hedge Fund Activity: Q2 2016 in Review

992 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2016, worth a combined $31.3B — up 11% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new D positions and 40 closed out — a net gain of 36 holders — while 431 added to existing stakes and 275 trimmed.

The largest buyer was Capital World Investors, adding an estimated $329M. The largest seller was Royal London Asset Management, cutting an estimated $774M.

  • 992 institutional investors held Dominion Energy (D) as of Q2 2016, up from 965 in Q1 2016.
  • Funds reported $31.3B of Dominion Energy stock for Q2 2016, up 11% quarter-over-quarter.
  • 76 funds opened new Dominion Energy positions in Q2 2016 and 40 closed out, a net change of +36 holders.
  • The largest Dominion Energy buyer in Q2 2016 was Capital World Investors, an estimated $329M added.
  • The largest Dominion Energy seller in Q2 2016 was Royal London Asset Management, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2016.