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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
AIA
526
Armor Investment Advisors
North Carolina
$1.21M +$111K +1,375 +10%
TG
527
TCW Group
California
$1.21M +$346K +4,270 +40%
GWM
528
Geneos Wealth Management
Colorado
$1.2M +$126K +1,561 +12%
SBIA
529
Sheaff Brock Investment Advisors
Indiana
$1.2M -$13.2K -163 -1%
AP
530
Advisor Partners
California
$1.19M +$114K +1,403 +10%
EOJOAM
531
E. Ohman J:or Asset Management
Sweden
$1.19M -$178K -2,200 -13%
AT
532
Arden Trust
Delaware
$1.17M -$6.64K -82 -0.6%
WSFS
533
Wilmington Savings Fund Society
Delaware
$1.15M -$405 -5 -0%
WS
534
Wedbush Securities
California
$1.14M -$12.6K -155 -1%
AIP
535
Ameritas Investment Partners
Nebraska
$1.13M -$20.7K -256 -2%
CIAS
536
Capital Investment Advisory Services
North Carolina
$1.11M -$16.2K -200 -1%
AIM
537
Anchor Investment Management
South Carolina
$1.1M +$158K +1,953 +17%
WDA
538
Wendell David Associates
New Hampshire
$1.08M
SWM
539
SeaCrest Wealth Management
New York
$1.07M +$1.07M +13,261 New
CFG
540
Citizens Financial Group
Rhode Island
$1.07M
KFC
541
Klingenstein Fields & Co
New York
$1.07M
Mackenzie Financial
542
Mackenzie Financial
Ontario, Canada
$1.06M +$1.06M +13,142 New
NAM
543
NTV Asset Management
West Virginia
$1.06M
MFWM
544
Motley Fool Wealth Management
Virginia
$1.06M -$10.5K -129 -1%
OPCM
545
Osborne Partners Capital Management
California
$1.04M
SGCA
546
Steel Grove Capital Advisors
Tennessee
$1.03M +$548K +6,769 +115%
PTC
547
Philadelphia Trust Company
Pennsylvania
$1.01M +$16.2K +200 +2%
GD
548
Grandfield & Dodd
New York
$1.01M -$684K -8,443 -40%
SBSB
549
Sullivan, Bruyette, Speros & Blaney
Virginia
$1M +$11.2K +138 +1%
WAP
550
Wealthcare Advisory Partners
Pennsylvania
$991K +$61.2K +756 +7%

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.