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Dominion Energy

992 hedge funds and large institutions have $31.3B invested in Dominion Energy in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 431 increasing their positions, 275 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $236M | Put options by funds: $78.9M

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 275

11% more capital invested

Capital invested by funds: $28.2B → $31.3B (+$3.14B)

3% more funds holding

Funds holding: 965992 (+27)

0.33% less ownership

Funds ownership: 65.67%65.34% (-0.33%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
992
Holders Change
+27
Holders Change %
+2.8%
% of All Funds
26.47%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
431
Reduced
275
Closed
40
Calls
$236M
Puts
$78.9M
Net Calls
+$157M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
676
Sky Investment Group
Connecticut
$430K +$65.7K +905 +20%
AF
677
Arrow Financial
New York
$429K -$28.1K -387 -7%
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$429K +$109K +1,500 +38%
IHL
679
Investment House LLC
California
$428K +$3.48K +48 +0.9%
III
680
Independent Investors Inc
New York
$428K +$94.3K +1,300 +31%
WF
681
Welch & Forbes
Massachusetts
$427K -$26K -358 -6%
HAIM
682
Hunter Associates Investment Management
Pennsylvania
$426K +$4.28K +59 +1%
WG
683
Welch Group
Alabama
$426K +$5.08K +70 +1%
MHIC
684
Marble Harbor Investment Counsel
Massachusetts
$425K -$47.2K -650 -11%
CT
685
Chicago Trust
Illinois
$425K +$21.8K +300 +6%
FCCM
686
First City Capital Management
Georgia
$422K -$7.26K -100 -2%
DAC
687
Dividend Assets Capital
South Carolina
$422K
NAMP
688
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$420K -$14.5K -200 -4%
AP
689
AHL Partners
United Kingdom
$415K +$53.7K +740 +16%
CBOA
690
Commonwealth Bank of Australia
Australia
$414K +$108K +1,488 +39%
WSCM
691
Wellington Shields Capital Management
New York
$413K
MFWM
692
Motley Fool Wealth Management
Virginia
$411K +$382K +5,269 New
GA
693
Geneva Advisors
Illinois
$410K
P
694
Pitcairn
Pennsylvania
$407K +$2.03K +28 +0.5%
NPF
695
Norris Perne & French
Michigan
$406K -$18.1K -250 -5%
KB
696
Kimelman & Baird
New York
$405K -$7.26K -100 -2%
SCM
697
Schnieders Capital Management
California
$403K
MCWS
698
McKinley Carter Wealth Services
West Virginia
$399K +$4.93K +68 +1%
Luther King Capital Management (LKCM)
699
Luther King Capital Management (LKCM)
Texas
$396K -$192K -2,650 -34%
CRIG
700
Charter Research & Investment Group
Connecticut
$396K

D Hedge Fund Activity: Q2 2016 in Review

992 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2016, worth a combined $31.3B — up 11% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new D positions and 40 closed out — a net gain of 36 holders — while 431 added to existing stakes and 275 trimmed.

The largest buyer was Capital World Investors, adding an estimated $329M. The largest seller was Royal London Asset Management, cutting an estimated $774M.

  • 992 institutional investors held Dominion Energy (D) as of Q2 2016, up from 965 in Q1 2016.
  • Funds reported $31.3B of Dominion Energy stock for Q2 2016, up 11% quarter-over-quarter.
  • 76 funds opened new Dominion Energy positions in Q2 2016 and 40 closed out, a net change of +36 holders.
  • The largest Dominion Energy buyer in Q2 2016 was Capital World Investors, an estimated $329M added.
  • The largest Dominion Energy seller in Q2 2016 was Royal London Asset Management, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2016.