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Dominion Energy

992 hedge funds and large institutions have $31.3B invested in Dominion Energy in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 431 increasing their positions, 275 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $236M | Put options by funds: $78.9M

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 275

11% more capital invested

Capital invested by funds: $28.2B → $31.3B (+$3.14B)

3% more funds holding

Funds holding: 965992 (+27)

0.33% less ownership

Funds ownership: 65.67%65.34% (-0.33%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
992
Holders Change
+27
Holders Change %
+2.8%
% of All Funds
26.47%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
431
Reduced
275
Closed
40
Calls
$236M
Puts
$78.9M
Net Calls
+$157M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
551
Patten Group
Tennessee
$773K
BAM
552
Barrett Asset Management
New York
$768K -$53K -731 -7%
HFM
553
Hartford Financial Management
Connecticut
$760K +$7.26K +100 +1%
FFA
554
First Foundation Advisors
California
$754K +$25K +345 +4%
FI
555
FormulaFolio Investments
Michigan
$747K -$36.3K -500 -5%
KFS
556
Kurt F. Somerville
$740K
NPC
557
National Planning Corporation
California
$735K +$28.1K +387 +4%
HSA
558
HBK Sorce Advisory
Pennsylvania
$735K +$83.4K +1,150 +14%
HAG
559
HighPoint Advisor Group
Illinois
$729K +$520K +7,161 +276%
BCM
560
Brookstone Capital Management
Illinois
$726K +$251K +3,462 +59%
BEAM
561
Baker Ellis Asset Management
Washington
$723K
EHWM
562
Eads & Heald Wealth Management
Georgia
$713K -$6.38K -88 -1%
1SB
563
1ST Source Bank
Indiana
$710K -$34.5K -475 -5%
PWP
564
Private Wealth Partners
California
$710K
NJBEST
565
New Jersey Better Educational Savings Trust
New Jersey
$701K +$72.6K +1,000 +13%
UFG
566
United Fire Group
Iowa
$701K +$653K +9,000 New
BST
567
Bath Savings Trust
Maine
$695K +$41.7K +575 +7%
AOWM
568
Alpha Omega Wealth Management
Virginia
$690K +$1.31K +18 +0.2%
LPL Financial
569
LPL Financial
California
$685K -$23M -316,839 -97%
CG
570
Cutler Group
California
$684K +$265K +3,648 +71%
FT
571
Fiduciary Trust
Massachusetts
$676K -$983K -13,547 -61%
KIA
572
KCM Investment Advisors
California
$675K +$70K +965 +13%
RIM
573
Reliant Investment Management
Tennessee
$669K
CGT
574
Capital Guardian Trust
California
$662K +$178K +2,450 +41%
BC
575
Burney Company
Virginia
$659K -$18.3K -252 -3%

D Hedge Fund Activity: Q2 2016 in Review

992 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2016, worth a combined $31.3B — up 11% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new D positions and 40 closed out — a net gain of 36 holders — while 431 added to existing stakes and 275 trimmed.

The largest buyer was Capital World Investors, adding an estimated $329M. The largest seller was Royal London Asset Management, cutting an estimated $774M.

  • 992 institutional investors held Dominion Energy (D) as of Q2 2016, up from 965 in Q1 2016.
  • Funds reported $31.3B of Dominion Energy stock for Q2 2016, up 11% quarter-over-quarter.
  • 76 funds opened new Dominion Energy positions in Q2 2016 and 40 closed out, a net change of +36 holders.
  • The largest Dominion Energy buyer in Q2 2016 was Capital World Investors, an estimated $329M added.
  • The largest Dominion Energy seller in Q2 2016 was Royal London Asset Management, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2016.