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Dominion Energy
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Overview Fund Activity

972 hedge funds and large institutions have $30.7B invested in Dominion Energy in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 386 increasing their positions, 325 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
-19
Holders Change %
-1.92%
% of All Funds
25.98%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
51
Increased
386
Reduced
325
Closed
57
Calls
$131M
Puts
$110M
Net Calls
+$21.7M
Net Calls Change
-$135M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.49B
2
CBOA
Commonwealth Bank of Australia
Australia
$191M
3
Bank of America
Bank of America
North Carolina
$1.49B
4
EIP
Epoch Investment Partners
New York
$143M
5
Invesco
Invesco
Georgia
$566M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.49B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$384M
4
LM
Luminus Management
Texas
$39.7M
5
Cohen & Steers
Cohen & Steers
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
551
Kurt F. Somerville
$707K +$1.34K +18 +0.2%
PG
552
Patten Group
Tennessee
$707K -$18.3K -250 -3%
SBSB
553
Sullivan, Bruyette, Speros & Blaney
Virginia
$702K +$139K +1,876 +25%
CIM
554
CIM Investment Management
Pennsylvania
$701K -$54.2K -730 -7%
AOWM
555
Alpha Omega Wealth Management
Virginia
$695K +$36.9K +497 +6%
SCM
556
Shelton Capital Management
Colorado
$694K -$393K -5,300 -36%
CA
557
Commerzbank Aktiengesellschaft
Germany
$690K -$539K -7,261 -44%
BEAM
558
Baker Ellis Asset Management
Washington
$689K – – –
MFWM
559
Motley Fool Wealth Management
Virginia
$685K +$294K +3,956 +75%
YP
560
Yellowstone Partners
Idaho
$680K +$68.8K +927 +11%
SCA
561
Snowden Capital Advisors
New York
$679K +$268K +3,609 +65%
CCFCSB
562
Cape Cod Five Cents Savings Bank
Massachusetts
$679K -$202K -2,724 -23%
EHWM
563
Eads & Heald Wealth Management
Georgia
$679K – – –
PWP
564
Private Wealth Partners
California
$676K – – –
RCAMU
565
Rothschild & Co Asset Management US
Connecticut
$673K +$141K +1,900 +27%
BST
566
Bath Savings Trust
Maine
$670K +$7.28K +98 +1%
BC
567
Burney Company
Virginia
$659K +$17.6K +232 +3%
HFA
568
High Falls Advisors
New York
$659K +$659K +8,874 New
1SB
569
1ST Source Bank
Indiana
$657K -$19.6K -264 -3%
KIA
570
KCM Investment Advisors
California
$654K +$9.96K +134 +2%
FFA
571
First Foundation Advisors
California
$650K -$69K -928 -10%
FT
572
Fiduciary Trust
Massachusetts
$640K -$3.71K -50 -0.6%
LPL Financial
573
LPL Financial
California
$622K -$29.7K -400 -5%
BRWA
574
B. Riley Wealth Advisors
Florida
$612K +$1.49K +20 +0.2%
STMM
575
South Texas Money Management
Texas
$608K -$15.7K -212 -3%
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