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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
OFS
626
Orrstown Financial Services
Pennsylvania
$741K -$23.3K -316 -3%
TBA
627
Tower Bridge Advisors
Pennsylvania
$737K
AT
628
Argent Trust
Texas
$736K +$3.69K +50 +0.5%
SFM
629
Signet Financial Management
New Jersey
$734K +$617K +8,355 +331%
BFEC
630
Benjamin F. Edwards & Company
Missouri
$733K -$418K -5,658 -34%
BBA
631
BLB&B Advisors
Pennsylvania
$731K
DAM
632
Delta Asset Management
Tennessee
$722K +$25.8K +350 +3%
PCAP
633
Pratt Collard Advisory Partners
New York
$721K -$10.1K -137 -1%
Qube Research & Technologies (QRT)
634
Qube Research & Technologies (QRT)
United Kingdom
$721K +$790K +10,700 New
ZCA
635
Zeke Capital Advisors
Pennsylvania
$717K -$520K -7,037 -40%
SG
636
Somerset Group
Minnesota
$717K
BST
637
Bath Savings Trust
Maine
$716K -$4.8K -65 -0.6%
FFIC
638
First Fiduciary Investment Counsel
Ohio
$716K +$224K +3,040 +40%
AP
639
Advisor Partners
California
$711K -$396K -5,364 -34%
HFM
640
Hartford Financial Management
Connecticut
$711K
IWM
641
IHT Wealth Management
Illinois
$706K -$127K -1,724 -14%
WTC
642
WhitTier Trust Company
Nevada
$706K -$70.6K -956 -8%
ADBIC
643
A.D. Beadell Investment Counsel
Wisconsin
$696K
NB
644
Northwest Bancshares
Pennsylvania
$695K -$2.44K -33 -0.3%
HAG
645
HighPoint Advisor Group
Illinois
$688K +$132K +1,791 +19%
MSR
646
Main Street Research
Connecticut
$684K -$134K -1,808 -15%
CT
647
Coastline Trust
Rhode Island
$673K -$128K -1,737 -15%
KIA
648
KCM Investment Advisors
California
$671K +$140K +1,897 +24%
BCM
649
Brookstone Capital Management
Illinois
$669K +$5.61K +76 +0.8%
GC
650
Grimes & Company
Massachusetts
$667K +$15.5K +210 +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.