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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
WCM
451
Windward Capital Management
California
$1.71M +$836K +10,317 +96%
Pacer Advisors
452
Pacer Advisors
Pennsylvania
$1.69M +$346K +4,267 +26%
BHIA
453
Birch Hill Investment Advisors
Massachusetts
$1.66M
BAM
454
Bruderman Asset Management
New York
$1.65M +$1.65M +20,393 New
CB
455
Chemical Bank
Michigan
$1.65M +$5.02K +62 +0.3%
PP
456
Patten & Patten
Tennessee
$1.63M -$81K -1,000 -5%
FLPIM
457
F.L. Putnam Investment Management
Massachusetts
$1.63M +$36.9K +455 +2%
SP
458
SWS Partners
Ohio
$1.63M +$1.63M +20,137 New
BMO
459
Beck Mack & Oliver
New York
$1.63M
Balyasny Asset Management
460
Balyasny Asset Management
Illinois
$1.63M +$91K +1,123 +6%
DJSG
461
D.J. St. Germain
Massachusetts
$1.62M +$42.3K +522 +3%
Cohen & Steers
462
Cohen & Steers
New York
$1.62M -$1.59M -19,652 -50%
LAIC
463
Lederer & Associates Investment Counsel
California
$1.61M +$12.2K +150 +0.8%
VFP
464
Verus Financial Partners
Virginia
$1.59M -$333K -4,114 -17%
MCM
465
Maryland Capital Management
Maryland
$1.58M +$219K +2,704 +16%
ZB
466
Zions Bancorporation
Utah
$1.58M +$97.4K +1,202 +7%
BCM
467
Boltwood Capital Management
California
$1.58M -$4.86K -60 -0.3%
ACM
468
Azimuth Capital Management
Michigan
$1.56M -$8.1K -100 -0.5%
AWM
469
AE Wealth Management
Kansas
$1.56M +$100K +1,238 +7%
Daiwa Securities Group
470
Daiwa Securities Group
Japan
$1.56M +$55.3K +682 +4%
TSWM
471
Triangle Securities Wealth Management
North Carolina
$1.54M -$19.9K -246 -1%
SLF
472
Sun Life Financial
Ontario, Canada
$1.54M +$745K +9,194 +94%
SC
473
Slow Capital
California
$1.54M +$1.54M +18,988 New
MIP
474
Marietta Investment Partners
Wisconsin
$1.53M
SPIA
475
Steward Partners Investment Advisory
New York
$1.53M +$60.4K +746 +4%

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.