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Dominion Energy

896 hedge funds and large institutions have $24.1B invested in Dominion Energy in 2015 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 294 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $154M | Put options by funds: $68.8M

0.68% more ownership

Funds ownership: 60.29%60.97% (+0.68%)

4% less capital invested

Capital invested by funds: $25.1B → $24.1B (-$1.04B)

3% less funds holding

Funds holding: 923896 (-27)

19% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 361

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
896
Holders Change
-27
Holders Change %
-2.93%
% of All Funds
24.14%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.38%
New
42
Increased
294
Reduced
361
Closed
58
Calls
$154M
Puts
$68.8M
Net Calls
+$84.8M
Net Calls Change
-$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
SFE Investment Counsel
California
$654K -$47.8K -680 -7%
FMLI
527
Fukoku Mutual Life Insurance
Japan
$653K +$429K +6,100 +166%
EHWM
528
Eads & Heald Wealth Management
Georgia
$634K -$5.28K -75 -0.8%
DWA
529
Douglass Winthrop Advisors
New York
$629K
BEAM
530
Baker Ellis Asset Management
Washington
$624K -$49.3K -700 -7%
PCM
531
Parsons Capital Management
Rhode Island
$620K -$5.28K -75 -0.8%
STMM
532
South Texas Money Management
Texas
$614K +$64.7K +920 +11%
EIP
533
Epoch Investment Partners
New York
$610K -$366K -5,203 -36%
PWP
534
Private Wealth Partners
California
$609K
ATC
535
Argent Trust Co
Tennessee
$594K +$16.9K +240 +3%
TNAM
536
Terra Nova Asset Management
New York
$593K -$2.42M -34,424 -80%
JWM
537
Jacobus Wealth Management
Wisconsin
$592K +$1.76K +25 +0.3%
AP
538
Advisor Partners
California
$592K +$145K +2,060 +32%
GC
539
Grimes & Company
Massachusetts
$591K -$35K -497 -5%
HSA
540
HBK Sorce Advisory
Pennsylvania
$591K -$141 -2 -0%
AF
541
Arrow Financial
New York
$588K +$6.12K +87 +1%
ADBIC
542
A.D. Beadell Investment Counsel
Wisconsin
$588K +$27.4K +390 +5%
FFA
543
First Foundation Advisors
California
$582K -$62.8K -892 -9%
ACH
544
ArrowMark Colorado Holdings
Colorado
$579K +$352K +5,000 +137%
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$577K +$5.07K +72 +0.8%
DA
546
Dunvegan Associates
California
$572K -$281K -3,988 -32%
HFM
547
Hartford Financial Management
Connecticut
$572K
WPP
548
Whalerock Point Partners
Rhode Island
$567K
PG
549
Patten Group
Tennessee
$565K -$109K -1,545 -15%
1SB
550
1ST Source Bank
Indiana
$564K -$4.92K -70 -0.8%

D Hedge Fund Activity: Q2 2015 in Review

896 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2015, worth a combined $24.1B — down 4.2% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of D and 42 opened new positions — a net loss of 16 holders — while 361 trimmed existing stakes and 294 added.

The largest buyer was Capital Research Global Investors, adding an estimated $333M. The largest seller was State Street, cutting an estimated $93.8M.

  • 896 institutional investors held Dominion Energy (D) as of Q2 2015, down from 923 in Q1 2015.
  • Funds reported $24.1B of Dominion Energy stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 42 funds opened new Dominion Energy positions in Q2 2015 and 58 closed out, a net change of -16 holders.
  • The largest Dominion Energy buyer in Q2 2015 was Capital Research Global Investors, an estimated $333M added.
  • The largest Dominion Energy seller in Q2 2015 was State Street, an estimated $93.8M sold.

Based on aggregated 13F filings for Q2 2015.