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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 %
H
651
Hexavest
Quebec, Canada
$423K – – –
CFA
652
Carroll Financial Associates
North Carolina
$423K +$8.7K +116 +2%
CFMC
653
Curbstone Financial Management Corp
New Hampshire
$421K +$421K +5,600 New
NAMP
654
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$420K -$120K -1,600 -22%
RWA
655
Ropes Wealth Advisors
Massachusetts
$417K – – –
FCCM
656
First City Capital Management
Georgia
$414K -$28.5K -380 -6%
DJSG
657
D.J. St. Germain
Massachusetts
$414K +$56.9K +756 +16%
NPF
658
Norris Perne & French
Michigan
$410K +$10.5K +140 +3%
IHL
659
Investment House LLC
California
$409K – – –
CCA
660
Checchi Capital Advisers
California
$409K +$9.85K +131 +2%
SIG
661
Schaller Investment Group
North Carolina
$408K – – –
DAC
662
Dividend Assets Capital
South Carolina
$406K – – –
HAIM
663
Hunter Associates Investment Management
Pennsylvania
$406K +$99.4K +1,325 +32%
Toronto Dominion Bank
664
Toronto Dominion Bank
Ontario, Canada
$405K -$1.02M -13,652 -72%
WG
665
Welch Group
Alabama
$405K – – –
LIM
666
Leavell Investment Management
Alabama
$399K +$11.3K +150 +3%
KB
667
Kimelman & Baird
New York
$398K – – –
WSCM
668
Wellington Shields Capital Management
New York
$398K – – –
GA
669
Geneva Advisors
Illinois
$395K +$601 +8 +0.2%
MCA
670
Mercer Capital Advisers
New Jersey
$393K – – –
P
671
Pitcairn
Pennsylvania
$390K -$1.58K -21 -0.4%
LJHT
672
Laurie J. Hall Trustee
$389K -$20.2K -289 -5%
AWM
673
Altavista Wealth Management
North Carolina
$389K +$25.7K +342 +7%
SCM
674
Schnieders Capital Management
California
$388K +$388K +5,165 New
CT
675
Chicago Trust
Illinois
$387K -$48.3K -643 -11%
25 26
27
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