D icon

Dominion Energy
D

Overview Fund Activity

965 hedge funds and large institutions have $28.2B invested in Dominion Energy in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 368 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+31
Holders Change %
+3.32%
% of All Funds
25.75%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.51%
New
94
Increased
368
Reduced
321
Closed
54
Calls
$233M
Puts
$51.8M
Net Calls
+$181M
Net Calls Change
+$112M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$631M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$202M
3
State Street
State Street
Massachusetts
+$164M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
UBS Group
UBS Group
Switzerland
-$211M
3
Franklin Resources
Franklin Resources
California
-$200M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$84.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
551
Quotient Investors
New York
$701K -$1.95K -26 -0.3%
FFA
552
First Foundation Advisors
California
$701K +$22.5K +300 +3%
BEAM
553
Baker Ellis Asset Management
Washington
$697K -$3.76K -50 -0.5%
EHWM
554
Eads & Heald Wealth Management
Georgia
$694K – – –
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$688K +$9.84K +131 +1%
PWP
556
Private Wealth Partners
California
$684K – – –
SIC
557
SFE Investment Counsel
California
$676K -$9.76K -130 -1%
RC
558
RegentAtlantic Capital
New Jersey
$672K +$181K +2,413 +37%
AOWM
559
Alpha Omega Wealth Management
Virginia
$664K +$751 +10 +0.1%
BKBG
560
BHF Kleinwort Benson Group
Belgium
$659K +$659K +8,770 New
TNBTD
561
Trustmark National Bank Trust Department
Mississippi
$656K +$57.2K +761 +10%
BC
562
Burney Company
Virginia
$655K +$827 +11 +0.1%
JWM
563
Jacobus Wealth Management
Wisconsin
$653K – – –
NPC
564
National Planning Corporation
California
$650K -$72.7K -1,020 -10%
RIM
565
Reliant Investment Management
Tennessee
$645K -$125K -1,660 -16%
STMM
566
South Texas Money Management
Texas
$633K -$59.2K -789 -9%
ONB
567
Old National Bancorp
Indiana
$629K -$120K -1,602 -16%
MLL
568
Moody Lynn & Lieberson
Massachusetts
$627K – – –
MHIM
569
MacNealy Hoover Investment Management
Ohio
$626K – – –
BST
570
Bath Savings Trust
Maine
$626K +$11.8K +157 +2%
Squarepoint
571
Squarepoint
New York
$625K +$625K +8,325 New
HSA
572
HBK Sorce Advisory
Pennsylvania
$622K -$8.26K -110 -1%
GC
573
Grimes & Company
Massachusetts
$612K +$226 +3 +0%
BRWA
574
B. Riley Wealth Advisors
Florida
$611K -$17.8K -237 -3%
RCWMU
575
Rothschild & Co Wealth Management (UK)
United Kingdom
$608K – – –
21 22
23
24 25