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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
651
Zeke Capital Advisors
Pennsylvania
$478K -$156K -2,059 -25%
SMC
652
Smith, Moore & Co
Missouri
$477K
CWP
653
Capital Wealth Planning
Florida
$474K
SCM
654
Schnieders Capital Management
California
$474K +$39.7K +525 +9%
WHG
655
Westwood Holdings Group
Texas
$473K -$432K -5,705 -48%
MC
656
Middleton & Co
Massachusetts
$470K -$57.5K -760 -11%
OC
657
Oarsman Capital
Wisconsin
$468K +$31.8K +420 +7%
SSWM
658
Smith Salley Wealth Management
North Carolina
$467K +$15.7K +207 +4%
AWM
659
Altavista Wealth Management
North Carolina
$464K +$78.1K +1,032 +21%
FFEC
660
First Financial Equity Corporation
Arizona
$462K +$450K +5,948 New
YIA
661
YHB Investment Advisors
Connecticut
$458K -$3.93K -52 -0.9%
RFM
662
Royal Fund Management
Florida
$456K -$6.35K -84 -1%
NPA
663
Nichols & Pratt Advisers
Massachusetts
$453K -$44.2K -584 -9%
BIM
664
Baldwin Investment Management
Pennsylvania
$450K
PA
665
Pinnacle Associates
New York
$450K +$3.63K +48 +0.8%
AP
666
Appleton Partners
Massachusetts
$447K -$34K -450 -7%
CK
667
Cohen Klingenstein
New York
$442K
Cetera Investment Advisers
668
Cetera Investment Advisers
Illinois
$440K -$11.7K -154 -3%
SIG
669
Schaller Investment Group
North Carolina
$435K
EGA
670
E&G Advisors
Texas
$434K -$197K -2,600 -32%
NBC
671
Neuberger Berman Canada
Ontario, Canada
$427K +$416K +5,500 New
III
672
Independent Investors Inc
New York
$426K
P
673
Pitcairn
Pennsylvania
$418K +$39.6K +524 +11%
BC
674
Brinker Capital
Pennsylvania
$418K +$48.5K +641 +14%
CL
675
Choreo LLC
Illinois
$417K +$36.3K +480 +10%

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.