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Dominion Energy
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Overview Fund Activity

1,132 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, 349 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+96
Holders Change %
+9.27%
% of All Funds
25.71%
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
349
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
Morgan Stanley
Morgan Stanley
New York
+$120M
3
WHRC
W.H. Reaves & Co
New Jersey
+$62M
4
CBOA
Commonwealth Bank of Australia
Australia
+$61.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$182M
2
Franklin Resources
Franklin Resources
California
-$90.4M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$52.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
551
Fruth Investment Management
Texas
$988K -$32.4K -400 -3%
BC
552
Burney Company
Virginia
$979K +$265K +3,270 +37%
MSR
553
Main Street Research
Connecticut
$969K +$81 +1 +0%
PFS
554
Prospera Financial Services
Texas
$965K -$12.1K -153 -1%
FPCG
555
Fort Pitt Capital Group
Pennsylvania
$960K – – –
FT
556
Fiduciary Trust
Massachusetts
$958K +$7.06K +87 +0.7%
IWM
557
IHT Wealth Management
Illinois
$956K +$407K +5,221 +74%
CT
558
Coastline Trust
Rhode Island
$950K – – –
MTC
559
McDaniel Terry & Co
Texas
$947K – – –
CFA
560
Carroll Financial Associates
North Carolina
$940K +$415K +5,118 +79%
NA
561
NewEdge Advisors
Louisiana
$934K +$27.1K +348 +3%
SMC
562
Smith, Moore & Co
Missouri
$934K +$86.2K +1,064 +10%
WTC
563
WhitTier Trust Company
Nevada
$927K -$17.4K -215 -2%
HSA
564
HBK Sorce Advisory
Pennsylvania
$918K -$48.9K -604 -5%
OFS
565
Orrstown Financial Services
Pennsylvania
$917K -$13.6K -168 -1%
PPSG
566
Princeton Portfolio Strategies Group
New Jersey
$915K +$81 +1 +0%
VIA
567
Vident Investment Advisory
Georgia
$905K +$122K +1,510 +16%
EHWM
568
Eads & Heald Wealth Management
Georgia
$897K -$1.22K -15 -0.1%
PP
569
Paloma Partners
Connecticut
$887K +$887K +10,944 New
TBA
570
Tower Bridge Advisors
Pennsylvania
$886K +$8.11K +100 +0.9%
BFM
571
Boston Financial Management
Massachusetts
$884K – – –
AT
572
Argent Trust
Texas
$880K +$17.5K +216 +2%
BBA
573
BLB&B Advisors
Pennsylvania
$879K -$14.2K -175 -2%
PCAP
574
Pratt Collard Advisory Partners
New York
$877K +$877K +10,823 New
FI
575
FormulaFolio Investments
Michigan
$876K +$811 +10 +0.1%
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