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Dominion Energy

1,133 hedge funds and large institutions have $34.5B invested in Dominion Energy in 2017 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 430 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 54

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $163M | Put options by funds: $144M

9% more funds holding

Funds holding: 1,0371,133 (+96)

7% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.17B)

0.79% more ownership

Funds ownership: 65.48%66.27% (+0.79%)

Holders
1,133
Holders Change
+96
Holders Change %
+9.26%
% of All Funds
25.7%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
159
Increased
430
Reduced
350
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
426
Girard Partners
Pennsylvania
$1.9M -$23.3K -288 -1%
GT
427
Glenview Trust
Kentucky
$1.88M +$32.7K +404 +2%
CFB
428
Cullen/Frost Bankers
Texas
$1.87M -$50.6K -624 -3%
CPIA
429
Cornell Pochily Investment Advisors
New York
$1.87M +$1.87M +23,045 New
FUBT
430
First United Bank & Trust
Maryland
$1.86M +$36.9K +456 +2%
VCA
431
Verdence Capital Advisors
Maryland
$1.85M +$1.85M +22,875 New
BHWM
432
Bar Harbor Wealth Management
New Hampshire
$1.84M -$47.9K -591 -3%
BWM
433
BerganKDV Wealth Management
Minnesota
$1.81M -$13.7K -169 -0.7%
PMG
434
ProVise Management Group
Florida
$1.8M +$97.3K +1,201 +6%
MC
435
Moors & Cabot
Massachusetts
$1.78M +$349K +4,303 +24%
EI
436
Elkhorn Investments
Illinois
$1.78M +$567K +7,001 +46%
SSB
437
Sandy Spring Bank
Maryland
$1.78M -$30.9K -381 -2%
PFSC
438
Peoples Financial Services Corp
Pennsylvania
$1.77M +$44.6K +550 +3%
UR
439
USCA RIA
Texas
$1.77M +$210K +2,592 +13%
Barrow, Hanley, Mewhinney & Strauss
440
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.77M
CIC
441
Carnegie Investment Counsel
Ohio
$1.76M -$68.5K -845 -3%
OI
442
Oakbrook Investments
Illinois
$1.75M -$138K -1,700 -7%
GI
443
GAMCO Investors
Connecticut
$1.74M
ClearBridge Investments
444
ClearBridge Investments
New York
$1.73M -$891 -11 -0.1%
SYBT
445
Stock Yards Bank & Trust
Kentucky
$1.73M
IA
446
IFP Advisors
Florida
$1.72M -$1.65M -20,337 -49%
FMBTD
447
First Midwest Bank Trust Division
Illinois
$1.72M -$21.1K -261 -1%
WC
448
Woodstock Corp
Massachusetts
$1.72M -$18.2K -225 -1%
LKIM
449
Lawson Kroeker Investment Management
Nebraska
$1.72M
CIA
450
Covington Investment Advisors
Pennsylvania
$1.71M +$170K +2,095 +11%

D Hedge Fund Activity: Q4 2017 in Review

1,133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2017, worth a combined $34.5B — up 6.7% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new D positions and 54 closed out — a net gain of 105 holders — while 430 added to existing stakes and 350 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $182M.

  • 1,133 institutional investors held Dominion Energy (D) as of Q4 2017, up from 1,037 in Q3 2017.
  • Funds reported $34.5B of Dominion Energy stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 159 funds opened new Dominion Energy positions in Q4 2017 and 54 closed out, a net change of +105 holders.
  • The largest Dominion Energy buyer in Q4 2017 was BlackRock, an estimated $154M added.
  • The largest Dominion Energy seller in Q4 2017 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2017.