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Dominion Energy
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Overview Fund Activity

965 hedge funds and large institutions have $28.2B invested in Dominion Energy in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 368 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+31
Holders Change %
+3.32%
% of All Funds
25.75%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.51%
New
94
Increased
368
Reduced
321
Closed
54
Calls
$233M
Puts
$51.8M
Net Calls
+$181M
Net Calls Change
+$112M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$631M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$202M
3
State Street
State Street
Massachusetts
+$164M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
UBS Group
UBS Group
Switzerland
-$211M
3
Franklin Resources
Franklin Resources
California
-$200M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$84.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
501
Geneos Wealth Management
Colorado
$888K +$888K +11,780 New
BBA
502
BLB&B Advisors
Pennsylvania
$887K – – –
ICAS
503
Investors Capital Advisory Services
Massachusetts
$886K +$59.8K +797 +7%
FPA
504
Fieldpoint Private Advisors
New York
$878K – – –
BIC
505
Bridges Investment Counsel
Nebraska
$877K +$640K +8,517 +270%
SIC
506
Salem Investment Counselors
North Carolina
$875K +$5.26K +70 +0.6%
TFA
507
Toth Financial Advisory
Virginia
$871K – – –
EIP
508
Energy Income Partners
Connecticut
$866K -$54.6M -727,565 -98%
WT
509
Whittier Trust
California
$864K -$15.7K -209 -2%
MC
510
Moors & Cabot
Massachusetts
$861K +$2.79K +37 +0.3%
AWCI
511
Alpine Woods Capital Investors
New York
$856K -$2.5M -33,300 -74%
ANRIA
512
American National Registered Investment Advisor
Texas
$836K – – –
AIP
513
Ameritas Investment Partners
Nebraska
$835K – – –
DADC
514
D.A. Davidson & Co
Montana
$834K -$7.74K -103 -0.9%
SPC
515
Sigma Planning Corp
Michigan
$834K +$40.7K +542 +5%
KIA
516
Kopp Investment Advisors
Minnesota
$820K +$820K +10,915 New
KIC
517
Keating Investment Counselors
Florida
$816K – – –
AP
518
Advisor Partners
California
$812K +$102K +1,353 +14%
IA
519
Icon Advisers
Colorado
$811K +$210K +2,800 +35%
CIM
520
CIM Investment Management
Pennsylvania
$797K -$201K -2,674 -20%
BAM
521
Barrett Asset Management
New York
$796K – – –
GGI
522
Godsey & Gibb Inc
Virginia
$795K -$29.3K -390 -4%
PAG
523
Pinnacle Advisory Group
Maryland
$788K – – –
Pacer Advisors
524
Pacer Advisors
Pennsylvania
$786K +$46.9K +624 +6%
IFB
525
iAB Financial Bank
Indiana
$785K +$30K +400 +4%
19 20
21
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