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Dominion Energy
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Overview Fund Activity

965 hedge funds and large institutions have $28.2B invested in Dominion Energy in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 368 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+31
Holders Change %
+3.32%
% of All Funds
25.75%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.51%
New
94
Increased
368
Reduced
321
Closed
54
Calls
$233M
Puts
$51.8M
Net Calls
+$181M
Net Calls Change
+$112M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$631M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$202M
3
State Street
State Street
Massachusetts
+$164M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$119M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
2
UBS Group
UBS Group
Switzerland
-$211M
3
Franklin Resources
Franklin Resources
California
-$200M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$84.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
626
Nichols & Pratt Advisers
Massachusetts
$482K – – –
RA
627
RFG Advisory
Alabama
$482K +$70K +932 +17%
IFAM
628
Institutional & Family Asset Management
Colorado
$481K – – –
DWA
629
Douglass Winthrop Advisors
New York
$475K -$105K -1,400 -18%
FPCG
630
Fort Pitt Capital Group
Pennsylvania
$475K +$17.4K +231 +4%
AB
631
AT Bancorp
Iowa
$474K -$1.13K -15 -0.2%
AP
632
Appleton Partners
Massachusetts
$472K – – –
DY
633
Dowling & Yahnke
California
$468K -$42.8K -569 -8%
CWP
634
Capital Wealth Planning
Florida
$459K – – –
MHIC
635
Marble Harbor Investment Counsel
Massachusetts
$459K +$48.8K +650 +12%
PTC
636
Private Trust Company
Ohio
$456K +$3.68K +49 +0.8%
CGT
637
Capital Guardian Trust
California
$454K +$78.9K +1,050 +21%
B
638
Barings
North Carolina
$449K -$676K -9,000 -60%
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$448K -$35.4K -471 -7%
YIA
640
YHB Investment Advisors
Connecticut
$448K -$20.1K -267 -4%
AF
641
Arrow Financial
New York
$443K -$11.5K -153 -3%
CTA
642
Colonial Trust Advisors
South Carolina
$443K – – –
RCAMU
643
Rothschild & Co Asset Management US
Connecticut
$441K +$146K +1,942 +49%
BCM
644
Brookstone Capital Management
Illinois
$440K -$151K -2,015 -26%
WF
645
Welch & Forbes
Massachusetts
$439K – – –
First Manhattan
646
First Manhattan
New York
$432K – – –
SI
647
SII Investments
Wisconsin
$430K +$33.6K +446 +8%
CK
648
Cohen Klingenstein
New York
$428K – – –
LCP
649
Longbow Capital Partners
New York
$428K +$428K +5,700 New
PA
650
Pinnacle Associates
New York
$427K -$47K -625 -10%
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