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Dominion Energy

1,044 hedge funds and large institutions have $32.1B invested in Dominion Energy in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 380 increasing their positions, 367 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 43

3% more funds holding

Funds holding: 1,0121,044 (+32)

4% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 367

0.29% less ownership

Funds ownership: 66.89%66.59% (-0.29%)

1% less capital invested

Capital invested by funds: $32.6B → $32.1B (-$466M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

57% less call options, than puts

Call options by funds: $118M | Put options by funds: $275M

Holders
1,044
Holders Change
+32
Holders Change %
+3.16%
% of All Funds
26.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
87
Increased
380
Reduced
367
Closed
43
Calls
$118M
Puts
$275M
Net Calls
-$157M
Net Calls Change
-$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
426
Birch Hill Investment Advisors
Massachusetts
$1.59M -$7.86K -100 -0.5%
CB
427
Chemical Bank
Michigan
$1.57M -$7.86K -100 -0.5%
PWM
428
Perigon Wealth Management
California
$1.57M -$472K -6,007 -23%
HFS
429
HL Financial Services
Kentucky
$1.56M -$67.3K -856 -4%
CIA
430
Covington Investment Advisors
Pennsylvania
$1.56M
AC
431
Allstate Corporation
Illinois
$1.54M -$81K -1,030 -5%
BMO
432
Beck Mack & Oliver
New York
$1.54M
EA
433
Edge Advisors
Georgia
$1.53M +$5.11K +65 +0.3%
LAIC
434
Lederer & Associates Investment Counsel
California
$1.52M +$88K +1,120 +6%
EM
435
ELCO Management
New York
$1.51M -$9.83K -125 -0.6%
BCM
436
Boltwood Capital Management
California
$1.51M -$17.7K -225 -1%
DJSG
437
D.J. St. Germain
Massachusetts
$1.51M +$17.4K +221 +1%
AOWM
438
Alpha Omega Wealth Management
Virginia
$1.5M -$18.9K -240 -1%
AWM
439
AE Wealth Management
Kansas
$1.49M +$214K +2,721 +16%
UR
440
USCA RIA
Texas
$1.48M +$132K +1,677 +10%
MIP
441
Marietta Investment Partners
Wisconsin
$1.45M
NAM
442
North American Management
Massachusetts
$1.45M +$33.4K +425 +2%
TSWM
443
Triangle Securities Wealth Management
North Carolina
$1.44M +$110K +1,405 +8%
CC
444
ClearArc Capital
Ohio
$1.42M +$249K +3,168 +21%
ACS
445
Archford Capital Strategies
Illinois
$1.42M +$19.1K +243 +1%
SPIA
446
Steward Partners Investment Advisory
New York
$1.42M -$182K -2,311 -11%
MRCM
447
M&R Capital Management
New Jersey
$1.41M
VNIM
448
Vaughan Nelson Investment Management
Texas
$1.41M
Two Sigma Investments
449
Two Sigma Investments
New York
$1.4M +$1.44M +18,313 New
PMG
450
ProVise Management Group
Florida
$1.39M +$1.42M +18,121 New

D Hedge Fund Activity: Q2 2017 in Review

1,044 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2017, worth a combined $32.1B — down 1.4% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new D positions and 43 closed out — a net gain of 44 holders — while 380 added to existing stakes and 367 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $125M. The largest seller was Capital Research Global Investors, cutting an estimated $195M.

  • 1,044 institutional investors held Dominion Energy (D) as of Q2 2017, up from 1,012 in Q1 2017.
  • Funds reported $32.1B of Dominion Energy stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 87 funds opened new Dominion Energy positions in Q2 2017 and 43 closed out, a net change of +44 holders.
  • The largest Dominion Energy buyer in Q2 2017 was Janus Henderson Group, an estimated $125M added.
  • The largest Dominion Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.