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Dominion Energy

1,174 hedge funds and large institutions have $30B invested in Dominion Energy in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 452 increasing their positions, 408 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

59% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

11% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 408

4% more funds holding

Funds holding: 1,1331,174 (+41)

1.92% more ownership

Funds ownership: 66.27%68.19% (+1.9%)

13% less capital invested

Capital invested by funds: $34.5B → $30B (-$4.58B)

Holders
1,174
Holders Change
+41
Holders Change %
+3.62%
% of All Funds
26.9%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.48%
New
150
Increased
452
Reduced
408
Closed
98
Calls
$175M
Puts
$110M
Net Calls
+$65.2M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
551
Tudor Investment Corp
Connecticut
$1.17M +$1.28M +17,321 New
SFG
552
Summit Financial Group
West Virginia
$1.17M +$47.9K +648 +4%
MHC
553
Meyer Handelman Company
New York
$1.15M +$59.1K +800 +5%
MERSOM
554
Municipal Employees' Retirement System of Michigan
Michigan
$1.15M +$34.7K +470 +3%
HI
555
HBK Investments
Texas
$1.14M +$1.25M +16,900 New
FMBTD
556
First Midwest Bank Trust Division
Illinois
$1.14M -$321K -4,351 -21%
GCA
557
Gideon Capital Advisors
New York
$1.14M +$1.23M +16,721 New
Mackenzie Financial
558
Mackenzie Financial
Ontario, Canada
$1.13M +$266K +3,609 +27%
HTC
559
Haverford Trust Company
Pennsylvania
$1.13M -$1.85K -25 -0.1%
BHBT
560
Burke & Herbert Bank & Trust
Virginia
$1.13M +$1.11K +15 +0.1%
IA
561
Icon Advisers
Colorado
$1.13M +$1.23M +16,700 New
HWA
562
Heritage Wealth Advisors
Virginia
$1.1M +$2.81K +38 +0.2%
CIAS
563
Capital Investment Advisory Services
North Carolina
$1.1M +$193K +2,615 +19%
BEC
564
Blue Edge Capital
Virginia
$1.1M +$591 +8 +0%
TRCT
565
Tower Research Capital (TRC)
New York
$1.1M +$441K +5,967 +58%
SCA
566
Salient Capital Advisors
Texas
$1.09M +$1.2M +16,185 New
EWM
567
Evercore Wealth Management
New York
$1.08M +$53.2K +721 +5%
Connor, Clark & Lunn Investment Management (CC&L)
568
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.07M +$1.17M +15,900 New
DADC
569
D.A. Davidson & Co
Montana
$1.07M +$13.2K +179 +1%
CAPTRUST Financial Advisors
570
CAPTRUST Financial Advisors
North Carolina
$1.07M +$39.7K +538 +4%
IRF
571
IBM Retirement Fund
New York
$1.05M -$31.3K -424 -3%
TG
572
TCW Group
California
$1.05M +$53.9K +730 +5%
CTA
573
Chesley Taft & Associates
Illinois
$1.04M -$14.8K -200 -1%
SS
574
Simplicity Solutions
Minnesota
$1.04M +$11.6K +157 +1%
TL
575
TrueWealth LLC
Georgia
$1.04M -$443 -6 -0%

D Hedge Fund Activity: Q1 2018 in Review

1,174 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2018, worth a combined $30B — down 13% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new D positions and 98 closed out — a net gain of 52 holders — while 452 added to existing stakes and 408 trimmed.

The largest buyer was Franklin Resources, adding an estimated $546M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,174 institutional investors held Dominion Energy (D) as of Q1 2018, up from 1,133 in Q4 2017.
  • Funds reported $30B of Dominion Energy stock for Q1 2018, down 13% quarter-over-quarter.
  • 150 funds opened new Dominion Energy positions in Q1 2018 and 98 closed out, a net change of +52 holders.
  • The largest Dominion Energy buyer in Q1 2018 was Franklin Resources, an estimated $546M added.
  • The largest Dominion Energy seller in Q1 2018 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q1 2018.