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Dominion Energy

1,133 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, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 54

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $163M | Put options by funds: $144M

9% more funds holding

Funds holding: 1,0371,133 (+96)

7% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.17B)

0.79% more ownership

Funds ownership: 65.48%66.27% (+0.79%)

Holders
1,133
Holders Change
+96
Holders Change %
+9.26%
% of All Funds
25.7%
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
350
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TNB
551
Thomasville National Bank
Georgia
$990K -$378K -4,662 -28%
FIM
552
Fruth Investment Management
Texas
$988K -$32.4K -400 -3%
BC
553
Burney Company
Virginia
$979K +$265K +3,270 +37%
MSR
554
Main Street Research
Connecticut
$969K +$81 +1 +0%
PFS
555
Prospera Financial Services
Texas
$965K -$12.4K -153 -1%
FPCG
556
Fort Pitt Capital Group
Pennsylvania
$960K
FT
557
Fiduciary Trust
Massachusetts
$958K +$7.05K +87 +0.7%
IWM
558
IHT Wealth Management
Illinois
$956K +$423K +5,221 +74%
CT
559
Coastline Trust
Rhode Island
$950K
MTC
560
McDaniel Terry & Co
Texas
$947K
CFA
561
Carroll Financial Associates
North Carolina
$940K +$415K +5,118 +79%
NA
562
NewEdge Advisors
Louisiana
$934K +$28.2K +348 +3%
SMC
563
Smith, Moore & Co
Missouri
$934K +$86.2K +1,064 +10%
WTC
564
WhitTier Trust Company
Nevada
$927K -$17.4K -215 -2%
HSA
565
HBK Sorce Advisory
Pennsylvania
$918K -$48.9K -604 -5%
OFS
566
Orrstown Financial Services
Pennsylvania
$917K -$13.6K -168 -1%
PPSG
567
Princeton Portfolio Strategies Group
New Jersey
$915K +$81 +1 +0%
VIA
568
Vident Investment Advisory
Georgia
$905K +$122K +1,510 +16%
EHWM
569
Eads & Heald Wealth Management
Georgia
$897K -$1.22K -15 -0.1%
PP
570
Paloma Partners
Connecticut
$887K +$887K +10,944 New
TBA
571
Tower Bridge Advisors
Pennsylvania
$886K +$8.1K +100 +0.9%
BFM
572
Boston Financial Management
Massachusetts
$884K
AT
573
Argent Trust
Texas
$880K +$17.5K +216 +2%
BBA
574
BLB&B Advisors
Pennsylvania
$879K -$14.2K -175 -2%
PCAP
575
Pratt Collard Advisory Partners
New York
$877K +$877K +10,823 New

D Hedge Fund Activity: Q4 2017 in Review

1,133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2017, worth a combined $34.5B — up 6.7% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new D positions and 54 closed out — a net gain of 105 holders — while 430 added to existing stakes and 350 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $182M.

  • 1,133 institutional investors held Dominion Energy (D) as of Q4 2017, up from 1,037 in Q3 2017.
  • Funds reported $34.5B of Dominion Energy stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 159 funds opened new Dominion Energy positions in Q4 2017 and 54 closed out, a net change of +105 holders.
  • The largest Dominion Energy buyer in Q4 2017 was BlackRock, an estimated $154M added.
  • The largest Dominion Energy seller in Q4 2017 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2017.