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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
526
HBK Sorce Advisory
Pennsylvania
$881K +$7.04K +93 +0.8%
PPSG
527
Princeton Portfolio Strategies Group
New Jersey
$878K +$10.1K +134 +1%
DILIC
528
Dai-ichi Life Insurance Company
Japan
$872K
CIAS
529
Capital Investment Advisory Services
North Carolina
$870K +$378 +5 +0%
BBA
530
BLB&B Advisors
Pennsylvania
$864K -$22.7K -300 -3%
ANRIA
531
American National Registered Investment Advisor
Texas
$864K
TBA
532
Tower Bridge Advisors
Pennsylvania
$863K
CIA
533
CCM Investment Advisers
South Carolina
$835K -$431K -5,700 -35%
RA
534
RFG Advisory
Alabama
$835K +$337K +4,454 +71%
FI
535
FormulaFolio Investments
Michigan
$832K +$37.7K +498 +5%
GC
536
Grimes & Company
Massachusetts
$818K +$227 +3 +0%
BFC
537
Blue Fin Capital
Rhode Island
$810K -$22.7K -300 -3%
CCB
538
Cutter & Co Brokerage
Missouri
$788K +$769K +10,160 New
AIM
539
Anchor Investment Management
South Carolina
$787K +$27.5K +363 +4%
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$787K +$1.29K +17 +0.2%
MNBTD
541
Moody National Bank Trust Division
Texas
$785K
ATC
542
Argent Trust Co
Tennessee
$784K +$53.6K +709 +8%
NPC
543
National Planning Corporation
California
$772K +$1.59K +21 +0.2%
Wolverine Trading
544
Wolverine Trading
Illinois
$769K +$752K +9,940 New
LNC
545
Lincoln National Corp
Pennsylvania
$755K -$712K -9,415 -49%
AT
546
Argent Trust
Texas
$754K +$213K +2,811 +41%
CA
547
Cornerstone Advisory
Maryland
$749K +$202K +2,674 +38%
MWM
548
Meridian Wealth Management
Kentucky
$744K +$725K +9,589 New
BAM
549
Barrett Asset Management
New York
$742K
PG
550
Patten Group
Tennessee
$738K -$5.22K -69 -0.7%

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.