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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
DBRC
501
D.B. Root & Company
Pennsylvania
$1.35M +$1.35M +16,674 New
SFG
502
Summit Financial Group
West Virginia
$1.35M -$33.7K -416 -2%
MERSOM
503
Municipal Employees' Retirement System of Michigan
Michigan
$1.35M -$851K -10,500 -39%
BFEC
504
Benjamin F. Edwards & Company
Missouri
$1.34M -$27.1K -335 -2%
AAM
505
Advisors Asset Management
Colorado
$1.33M -$19.1K -236 -1%
HWA
506
Heritage Wealth Advisors
Virginia
$1.33M +$7.05K +87 +0.5%
MHC
507
Meyer Handelman Company
New York
$1.32M
1WA
508
180 Wealth Advisors
Washington
$1.32M +$1.32M +16,291 New
BEC
509
Blue Edge Capital
Virginia
$1.32M +$486 +6 +0%
NFG
510
Next Financial Group
Texas
$1.32M +$841K +10,375 +177%
PWLP
511
Prio Wealth Limited Partnership
Massachusetts
$1.31M -$4.05K -50 -0.3%
CT
512
Cambridge Trust
Massachusetts
$1.29M +$20.3K +250 +2%
GH
513
GAM Holding
Switzerland
$1.29M -$135K -1,662 -9%
CTA
514
Chesley Taft & Associates
Illinois
$1.27M -$8.1K -100 -0.6%
DADC
515
D.A. Davidson & Co
Montana
$1.27M +$87.6K +1,081 +7%
QAM
516
Quantres Asset Management
Cayman Islands
$1.26M +$535K +6,600 +73%
TL
517
TrueWealth LLC
Georgia
$1.25M +$1.25M +15,380 New
TFA
518
Transamerica Financial Advisors
Florida
$1.25M -$20.2K -249 -2%
CAPTRUST Financial Advisors
519
CAPTRUST Financial Advisors
North Carolina
$1.25M +$1.2M +14,822 +2,765%
SGI
520
Summit Global Investments
Utah
$1.24M -$991K -12,235 -44%
EWM
521
Evercore Wealth Management
New York
$1.24M
SS
522
Simplicity Solutions
Minnesota
$1.24M +$794K +9,799 +180%
ST
523
Smithfield Trust
Pennsylvania
$1.22M +$87.4K +1,079 +8%
FNBT
524
FineMark National Bank & Trust
Florida
$1.22M -$59.6K -736 -5%
TH
525
TCTC Holdings
Texas
$1.21M

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.