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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
UBS AM
26
UBS AM
Illinois
$188M -$2.75M -35,017 -1%
TCIM
27
TIAA CREF Investment Management
New York
$183M +$9.78M +124,474 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$167M +$9.71M +123,570 +6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$162M -$1.28M -16,292 -0.8%
Charles Schwab
30
Charles Schwab
California
$159M +$7.28M +92,668 +5%
SC
31
Sasco Capital
Connecticut
$156M -$7.06M -89,790 -4%
RJA
32
Raymond James & Associates
Florida
$144M +$14.4M +182,767 +11%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$141M +$3.59M +45,723 +3%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$132M +$1.72M +21,847 +1%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$128M +$125M +1,591,057 +1,955%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$124M +$2.78M +35,399 +2%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$116M -$47.2K -600 -0%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$113M +$34.4M +437,746 +42%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110M -$2.2M -27,958 -2%
LCOV
40
London Company of Virginia
Virginia
$107M +$3.77M +47,936 +4%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$89.6M -$7.22M -91,882 -7%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$88.4M -$1.38M -17,548 -1%
TA
43
Teachers Advisors
New York
$85.9M +$13M +164,949 +17%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$85.8M +$1.53M +19,500 +2%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$84.3M +$1.08M +13,681 +1%
PPA
46
Parametric Portfolio Associates
Washington
$83.5M +$4.5M +57,301 +6%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$81.8M +$1.1M +13,962 +1%
Asset Management One
48
Asset Management One
Japan
$79.2M +$811K +10,314 +1%
UBS Group
49
UBS Group
Switzerland
$78.5M -$7.41M -94,249 -8%
AllianceBernstein
50
AllianceBernstein
Tennessee
$75.4M -$576K -7,333 -0.7%

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.