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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
PCM
651
Princeton Capital Management
New Jersey
$665K -$7.75K -105 -1%
BFM
652
Boston Financial Management
Massachusetts
$658K -$84.9K -1,150 -11%
ONB
653
Old National Bancorp
Indiana
$657K +$60K +812 +9%
LS
654
Livforsakringsbolaget Skandia
Sweden
$656K
MYLI
655
Meiji Yasuda Life Insurance
Japan
$655K +$119K +1,610 +20%
BFC
656
Blue Fin Capital
Rhode Island
$651K -$2.21K -30 -0.3%
BRWA
657
B. Riley Wealth Advisors
Florida
$650K +$40.8K +553 +6%
CA
658
Cullinan Associates
Kentucky
$647K
SCM
659
Schnieders Capital Management
California
$647K +$70.2K +950 +11%
PFM
660
Probabilities Fund Management
New York
$647K +$91.4K +1,238 +15%
IB
661
Intrust Bank
Kansas
$646K +$244K +3,306 +53%
HPCM
662
High Pointe Capital Management
Illinois
$645K +$706K +9,560 New
LFA
663
Legacy Financial Advisors
Kentucky
$643K +$253K +3,420 +53%
Members Trust
664
Members Trust
Florida
$638K +$248K +3,355 +55%
SIC
665
Salem Investment Counselors
North Carolina
$636K +$17.9K +243 +3%
FAIM
666
Financial Advocates Investment Management
Washington
$635K +$19.9K +269 +3%
FMC
667
First Merchants Corp
Indiana
$633K -$11.1K -150 -2%
RA
668
RFG Advisory
Alabama
$632K -$11.7K -159 -2%
KA
669
Kovack Advisors
Florida
$629K +$432K +5,854 +168%
MWM
670
Meridian Wealth Management
Kentucky
$627K +$14.8K +200 +2%
SFM
671
Signature Financial Management
Virginia
$627K +$377K +5,103 +122%
1WA
672
180 Wealth Advisors
Washington
$623K -$523K -7,089 -44%
AIA
673
Allegis Investment Advisors
Idaho
$620K -$65.3K -884 -9%
ANRIA
674
American National Registered Investment Advisor
Texas
$619K -$9.23K -125 -1%
ATC
675
Argent Trust Co
Tennessee
$618K -$120K -1,621 -15%

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.