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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Evercore Wealth Management
New York
$1.47M -$82.8K -1,094 -5%
MIP
427
Marietta Investment Partners
Wisconsin
$1.47M
PP
428
Patten & Patten
Tennessee
$1.46M +$4.16K +55 +0.3%
LAIC
429
Lederer & Associates Investment Counsel
California
$1.46M +$6.05K +80 +0.4%
NAM
430
North American Management
Massachusetts
$1.43M -$265K -3,500 -16%
VNIM
431
Vaughan Nelson Investment Management
Texas
$1.43M
ACS
432
Archford Capital Strategies
Illinois
$1.42M +$59K +780 +4%
MRCM
433
M&R Capital Management
New Jersey
$1.42M
FG
434
Fiduciary Group
Georgia
$1.39M +$421K +5,564 +45%
UBWV
435
United Bank (West Virginia)
West Virginia
$1.38M -$4.69K -62 -0.3%
CT
436
Cambridge Trust
Massachusetts
$1.37M +$138K +1,820 +12%
UR
437
USCA RIA
Texas
$1.36M +$556K +7,352 +72%
BHBT
438
Burke & Herbert Bank & Trust
Virginia
$1.36M +$61.9K +818 +5%
TSWM
439
Triangle Securities Wealth Management
North Carolina
$1.35M -$11.3K -150 -0.9%
DG
440
Davidson & Garrard
Virginia
$1.35M +$102K +1,350 +8%
CI
441
Conning Inc
Connecticut
$1.34M -$18.9K -250 -1%
Daiwa Securities Group
442
Daiwa Securities Group
Japan
$1.34M -$60.5K -800 -4%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.32M -$250K -3,308 -16%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$1.31M +$98.3K +1,300 +8%
WJA
445
Williams Jones & Associates
New York
$1.31M +$5.29K +70 +0.4%
AWM
446
AE Wealth Management
Kansas
$1.3M +$656K +8,666 +107%
AF
447
Aldebaran Financial
$1.29M +$166K +2,189 +15%
Bessemer Group
448
Bessemer Group
New Jersey
$1.29M -$105K -1,383 -8%
FNBT
449
FineMark National Bank & Trust
Florida
$1.29M +$51.8K +685 +4%
PWLP
450
Prio Wealth Limited Partnership
Massachusetts
$1.28M

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.