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Dominion Energy
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Overview Fund Activity

972 hedge funds and large institutions have $30.7B invested in Dominion Energy in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 386 increasing their positions, 325 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
-19
Holders Change %
-1.92%
% of All Funds
25.98%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
51
Increased
386
Reduced
325
Closed
57
Calls
$131M
Puts
$110M
Net Calls
+$21.7M
Net Calls Change
-$135M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.49B
2
CBOA
2
Commonwealth Bank of Australia
Australia
$191M
3
Bank of America
3
Bank of America
North Carolina
$1.49B
4
EIP
4
Epoch Investment Partners
New York
$143M
5
Invesco
5
Invesco
Georgia
$566M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$384M
4
LM
4
Luminus Management
Texas
$39.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
651
Capital Wealth Planning
Florida
$454K – – –
RA
652
RFG Advisory
Alabama
$451K -$6.27K -87 -1%
DWA
653
Douglass Winthrop Advisors
New York
$447K -$22.3K -300 -5%
AP
654
Appleton Partners
Massachusetts
$446K -$5.57K -75 -1%
YIA
655
YHB Investment Advisors
Connecticut
$443K – – –
HAG
656
HighPoint Advisor Group
Illinois
$441K -$252K -3,552 -36%
DJSG
657
D.J. St. Germain
Massachusetts
$437K +$13.6K +183 +3%
WCM
658
Windward Capital Management
California
$434K +$184K +2,479 +74%
ZCA
659
Zeke Capital Advisors
Pennsylvania
$434K +$434K +5,941 New
CFA
660
Carroll Financial Associates
North Carolina
$433K -$148 -2 -0%
BIM
661
Baldwin Investment Management
Pennsylvania
$431K -$59.4K -800 -12%
W
662
Wealthfront
California
$431K +$87.3K +1,174 +25%
PA
663
Pinnacle Associates
New York
$428K – – –
GA
664
Geneva Advisors
Illinois
$428K +$36.9K +497 +9%
First Manhattan
665
First Manhattan
New York
$427K – – –
CTA
666
Colonial Trust Advisors
South Carolina
$427K – – –
CK
667
Cohen Klingenstein
New York
$423K – – –
Squarepoint
668
Squarepoint
New York
$422K +$422K +5,685 New
CCA
669
Checchi Capital Advisers
California
$420K +$6.16K +83 +1%
MI
670
Markston International
New York
$419K -$729K -9,833 -64%
RWA
671
Ropes Wealth Advisors
Massachusetts
$419K +$7.12K +96 +2%
H
672
Hexavest
Quebec, Canada
$418K – – –
SIG
673
Schaller Investment Group
North Carolina
$417K – – –
SFSG
674
Stearns Financial Services Group
North Carolina
$417K +$96.2K +1,295 +30%
NAMP
675
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$415K +$14.8K +200 +4%
25 26
27
28 29