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Dominion Energy
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Overview Fund Activity

923 hedge funds and large institutions have $25.1B invested in Dominion Energy in 2015 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 327 increasing their positions, 359 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-13
Holders Change %
-1.39%
% of All Funds
24.62%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
57
Increased
327
Reduced
359
Closed
59
Calls
$150M
Puts
$57.4M
Net Calls
+$92.1M
Net Calls Change
+$68.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$263M
2
Franklin Resources
Franklin Resources
California
+$259M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$224M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$176M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$448M
2
Millennium Management
Millennium Management
New York
-$177M
3
EA
Euclid Advisors
Connecticut
-$106M
4
EIP
Epoch Investment Partners
New York
-$93.2M
5
State Street
State Street
Massachusetts
-$93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
526
Blue Fin Capital
Rhode Island
$785K – – –
KFS
527
Kurt F. Somerville
$780K -$70.9K -1,000 -8%
KIC
528
Keating Investment Counselors
Florida
$775K – – –
AIP
529
Ameritas Investment Partners
Nebraska
$772K – – –
SIC
530
SFE Investment Counsel
California
$741K -$42.9K -605 -5%
WJA
531
Williams Jones & Associates
New York
$741K -$21.3K -300 -3%
SCM
532
Shelton Capital Management
Colorado
$741K +$49.6K +700 +7%
CCM
533
Catawba Capital Management
Virginia
$739K -$25.1K -354 -3%
CCFCSB
534
Cape Cod Five Cents Savings Bank
Massachusetts
$735K -$81.5K -1,150 -10%
PPSG
535
Princeton Portfolio Strategies Group
New Jersey
$733K – – –
RIM
536
Reliant Investment Management
Tennessee
$727K – – –
MNBTD
537
Moody National Bank Trust Division
Texas
$717K +$3.54K +50 +0.5%
BAM
538
Barrett Asset Management
New York
$713K -$17.7K -250 -2%
BEAM
539
Baker Ellis Asset Management
Washington
$711K -$24.8K -350 -3%
PG
540
Patten Group
Tennessee
$708K -$92.1K -1,300 -12%
Bank of Nova Scotia
541
Bank of Nova Scotia
Ontario, Canada
$705K +$6.23K +88 +0.9%
FSA
542
Franklin Street Advisors
North Carolina
$699K +$699K +9,863 New
B
543
Barings
North Carolina
$692K +$121K +1,700 +21%
FFA
544
First Foundation Advisors
California
$680K +$213K +3,004 +46%
EHWM
545
Eads & Heald Wealth Management
Georgia
$677K +$2.98K +42 +0.4%
PCM
546
Parsons Capital Management
Rhode Island
$662K – – –
GC
547
Grimes & Company
Massachusetts
$662K +$14.2K +200 +2%
WA
548
WFG Advisors
Texas
$658K -$52.9K -746 -7%
FI
549
FormulaFolio Investments
Michigan
$656K +$431K +6,085 +192%
PWP
550
Private Wealth Partners
California
$645K – – –
20 21
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