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Dominion Energy

1,174 hedge funds and large institutions have $30B invested in Dominion Energy in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 452 increasing their positions, 408 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

59% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

11% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 408

4% more funds holding

Funds holding: 1,1331,174 (+41)

1.92% more ownership

Funds ownership: 66.27%68.19% (+1.9%)

13% less capital invested

Capital invested by funds: $34.5B → $30B (-$4.58B)

Holders
1,174
Holders Change
+41
Holders Change %
+3.62%
% of All Funds
26.9%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.48%
New
150
Increased
452
Reduced
408
Closed
98
Calls
$175M
Puts
$110M
Net Calls
+$65.2M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
526
Landscape Capital Management
New Jersey
$1.34M +$1.47M +19,847 New
CB
527
Chemical Bank
Michigan
$1.34M -$39.1K -530 -3%
BHWM
528
Bar Harbor Wealth Management
New Hampshire
$1.33M -$221K -2,988 -13%
PP
529
Patten & Patten
Tennessee
$1.32M -$38.8K -525 -3%
SC
530
Slow Capital
California
$1.32M +$41K +555 +3%
MRCM
531
M&R Capital Management
New Jersey
$1.31M +$164K +2,215 +13%
AIM
532
Anchor Investment Management
South Carolina
$1.3M +$423K +5,731 +42%
MIP
533
Marietta Investment Partners
Wisconsin
$1.27M
HPC
534
Hobart Private Capital
North Carolina
$1.27M +$6.2K +84 +0.4%
ACM
535
Azimuth Capital Management
Michigan
$1.26M -$45.9K -622 -3%
BCM
536
Boltwood Capital Management
California
$1.25M -$74.4K -1,007 -5%
NAM
537
North American Management
Massachusetts
$1.24M
DBRC
538
D.B. Root & Company
Pennsylvania
$1.24M +$127K +1,715 +10%
VNIM
539
Vaughan Nelson Investment Management
Texas
$1.24M
CCB
540
Cutter & Co Brokerage
Missouri
$1.22M +$590K +7,987 +79%
PT
541
Plimoth Trust
Massachusetts
$1.21M -$43.9K -595 -3%
GBT
542
Grove Bank & Trust
Florida
$1.21M +$46.8K +634 +4%
MFWM
543
Motley Fool Wealth Management
Virginia
$1.21M +$357K +4,836 +37%
AIA
544
Armor Investment Advisors
North Carolina
$1.2M +$213K +2,890 +19%
Bessemer Group
545
Bessemer Group
New Jersey
$1.2M +$1.7K +23 +0.1%
CWM
546
Chesapeake Wealth Management
Virginia
$1.2M +$1.31M +17,753 New
VIA
547
Vident Investment Advisory
Georgia
$1.19M +$536K +7,265 +65%
AA
548
Ancora Advisors
Ohio
$1.18M +$65.4K +886 +5%
BAS
549
Brown Advisory Securities
Maryland
$1.18M +$15.4K +209 +1%
UBV
550
United Bank (Virginia)
Virginia
$1.17M -$2.81K -38 -0.2%

D Hedge Fund Activity: Q1 2018 in Review

1,174 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2018, worth a combined $30B — down 13% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new D positions and 98 closed out — a net gain of 52 holders — while 452 added to existing stakes and 408 trimmed.

The largest buyer was Franklin Resources, adding an estimated $546M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,174 institutional investors held Dominion Energy (D) as of Q1 2018, up from 1,133 in Q4 2017.
  • Funds reported $30B of Dominion Energy stock for Q1 2018, down 13% quarter-over-quarter.
  • 150 funds opened new Dominion Energy positions in Q1 2018 and 98 closed out, a net change of +52 holders.
  • The largest Dominion Energy buyer in Q1 2018 was Franklin Resources, an estimated $546M added.
  • The largest Dominion Energy seller in Q1 2018 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q1 2018.