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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
576
Kopp Investment Advisors
Minnesota
$667K -$20.4K -270 -3%
MC
577
Moors & Cabot
Massachusetts
$663K -$283K -3,744 -31%
STMM
578
South Texas Money Management
Texas
$662K +$13.7K +181 +2%
FTC
579
Farmers Trust Company
Ohio
$657K -$71K -938 -10%
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$656K +$9.23K +122 +1%
BCM
581
Brookstone Capital Management
Illinois
$653K -$219K -2,900 -26%
ONB
582
Old National Bancorp
Indiana
$644K -$28.4K -375 -4%
1SB
583
1ST Source Bank
Indiana
$640K -$41.3K -546 -6%
GGI
584
Godsey & Gibb Inc
Virginia
$633K -$249K -3,293 -29%
FFA
585
First Foundation Advisors
California
$633K -$64K -846 -9%
MLL
586
Moody Lynn & Lieberson
Massachusetts
$628K +$1.14K +15 +0.2%
RC
587
RegentAtlantic Capital
New Jersey
$627K +$11.1K +147 +2%
HB
588
Homrich & Berg
Georgia
$622K
UFG
589
United Fire Group
Iowa
$621K
AW
590
ACG Wealth
Georgia
$609K +$25.3K +335 +4%
WPP
591
Whalerock Point Partners
Rhode Island
$607K +$7.57K +100 +1%
PTC
592
Private Trust Company
Ohio
$603K +$29K +383 +5%
NIMI
593
Natixis Investment Managers International
France
$599K +$545K +7,199 +1,356%
PWP
594
Private Wealth Partners
California
$597K
FFIC
595
First Fiduciary Investment Counsel
Ohio
$592K -$11.3K -150 -2%
RCAMU
596
Rothschild & Co Asset Management US
Connecticut
$591K -$114K -1,513 -17%
LFAS
597
Level Four Advisory Services
Texas
$590K +$40.8K +539 +8%
TNBTD
598
Trustmark National Bank Trust Department
Mississippi
$589K +$180K +2,381 +46%
FCB
599
First Command Bank
Texas
$588K -$86.6K -1,145 -13%
FCFS
600
First Command Financial Services
Texas
$588K -$86.6K -1,145 -13%

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.