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Dominion Energy

1,150 hedge funds and large institutions have $30.2B invested in Dominion Energy in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 455 increasing their positions, 438 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $234M | Put options by funds: $113M

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 438

1% more capital invested

Capital invested by funds: $30B → $30.2B (+$291M)

0.31% more ownership

Funds ownership: 68.19%68.49% (+0.31%)

2% less funds holding

Funds holding: 1,1741,150 (-24)

13% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 103

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
1,150
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
26.33%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.37%
New
90
Increased
455
Reduced
438
Closed
103
Calls
$234M
Puts
$113M
Net Calls
+$121M
Net Calls Change
+$55.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$173M -$33.4M -513,549 -17%
Charles Schwab
27
Charles Schwab
California
$167M +$6.36M +97,642 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$160M -$4.69M -72,083 -3%
CCM
29
Causeway Capital Management
California
$152M +$145M +2,222,510 New
Millennium Management
30
Millennium Management
New York
$150M +$6.01M +92,243 +4%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$143M +$8.26M +126,885 +6%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$137M -$3.9M -59,947 -3%
RJA
33
Raymond James & Associates
Florida
$134M -$4.22M -64,748 -3%
WHRC
34
W.H. Reaves & Co
New Jersey
$125M +$5.67M +87,121 +5%
SC
35
Sasco Capital
Connecticut
$120M +$9.79M +150,318 +9%
Ameriprise
36
Ameriprise
Minnesota
$115M -$71.7M -1,101,527 -40%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$114M +$21.3M +327,798 +25%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$113M +$13.8M +212,403 +15%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$106M -$439K -6,747 -0.4%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$104M +$169K +2,600 +0.2%
Mitsubishi UFJ Trust & Banking
41
Mitsubishi UFJ Trust & Banking
Japan
$104M -$6.81M -104,558 -6%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M +$2.83M +43,501 +3%
Renaissance Technologies
43
Renaissance Technologies
New York
$85M -$61.7M -946,800 -43%
TA
44
Teachers Advisors
New York
$83.1M +$4.93M +75,763 +7%
DC
45
Davenport & Co
Virginia
$81.5M +$5.06M +77,768 +7%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$79.8M -$45.2M -694,209 -37%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$78.1M +$1.09M +16,699 +1%
Asset Management One
48
Asset Management One
Japan
$77.5M +$4.53M +69,617 +7%
CS
49
Credit Suisse
Switzerland
$76.4M +$8.24M +126,524 +13%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$75.7M -$1.22M -18,680 -2%

D Hedge Fund Activity: Q2 2018 in Review

1,150 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2018, worth a combined $30.2B — up 0.97% from $30B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 90 opened new positions — a net loss of 13 holders — while 438 trimmed existing stakes and 455 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $403M. The largest seller was Capital World Investors, cutting an estimated $225M.

  • 1,150 institutional investors held Dominion Energy (D) as of Q2 2018, down from 1,174 in Q1 2018.
  • Funds reported $30.2B of Dominion Energy stock for Q2 2018, up 0.97% quarter-over-quarter.
  • 90 funds opened new Dominion Energy positions in Q2 2018 and 103 closed out, a net change of -13 holders.
  • The largest Dominion Energy buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $403M added.
  • The largest Dominion Energy seller in Q2 2018 was Capital World Investors, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2018.