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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
CFA
601
Carroll Financial Associates
North Carolina
$863K +$88.7K +1,201 +10%
DCM
602
Dynamic Capital Management
Jersey
$854K +$936K +12,669 New
HSA
603
HBK Sorce Advisory
Pennsylvania
$837K +$80.4K +1,089 +10%
FT
604
Fiduciary Trust
Massachusetts
$835K +$42.2K +571 +5%
TNB
605
Thomasville National Bank
Georgia
$831K +$7.38K +100 +0.8%
SGCA
606
Steel Grove Capital Advisors
Tennessee
$826K -$29.8K -404 -3%
SMC
607
Smith, Moore & Co
Missouri
$821K +$48.7K +659 +6%
BC
608
Brinker Capital
Pennsylvania
$820K +$368K +4,990 +70%
OPCM
609
Osborne Partners Capital Management
California
$816K -$58.8K -796 -6%
PFS
610
Prospera Financial Services
Texas
$816K -$2.58K -35 -0.3%
SBSB
611
Sullivan, Bruyette, Speros & Blaney
Virginia
$812K -$25.8K -350 -3%
FIM
612
Fruth Investment Management
Texas
$809K -$14.8K -200 -2%
PTC
613
Philadelphia Trust Company
Pennsylvania
$799K -$47.9K -648 -5%
MTC
614
McDaniel Terry & Co
Texas
$788K
JIM
615
Jupiter Investment Management
United Kingdom
$782K +$857K +11,600 New
PWLP
616
Prio Wealth Limited Partnership
Massachusetts
$779K -$340K -4,605 -28%
EHWM
617
Eads & Heald Wealth Management
Georgia
$779K +$36K +488 +4%
CFG
618
Citizens Financial Group
Rhode Island
$775K -$123K -1,669 -13%
AAM
619
Advisors Asset Management
Colorado
$764K -$447K -6,050 -37%
TC
620
Toews Corporation
New Jersey
$762K +$834K +11,300 New
IWC
621
Integrated Wealth Concepts
Massachusetts
$757K +$15.7K +213 +2%
SBA
622
Secrest Blakey & Associates
North Carolina
$756K +$31.9K +432 +4%
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$755K -$76.1K -1,031 -8%
PPSG
624
Princeton Portfolio Strategies Group
New Jersey
$744K -$19.8K -268 -2%
FI
625
FormulaFolio Investments
Michigan
$742K +$14.8K +201 +2%

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.