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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 %
IWM
676
Integrated Wealth Management
California
$415K +$43.5K +585 +12%
BJL
677
Brighton Jones LLC
Washington
$411K -$6.46K -87 -2%
SIG
678
Sky Investment Group
Connecticut
$410K – – –
III
679
Independent Investors Inc
New York
$408K – – –
WF
680
Welch & Forbes
Massachusetts
$407K – – –
AF
681
Arrow Financial
New York
$405K -$4.46K -60 -1%
IHL
682
Investment House LLC
California
$405K -$3.57K -48 -0.9%
CIA
683
Choate Investment Advisors
Massachusetts
$398K +$47.5K +640 +14%
MHIC
684
Marble Harbor Investment Counsel
Massachusetts
$398K -$7.43K -100 -2%
DAC
685
Dividend Assets Capital
South Carolina
$396K -$6.32K -85 -2%
P
686
Pitcairn
Pennsylvania
$395K +$7.65K +103 +2%
FCCM
687
First City Capital Management
Georgia
$395K -$7.43K -100 -2%
WSCM
688
Wellington Shields Capital Management
New York
$394K – – –
SFM
689
Signature Financial Management
Virginia
$394K +$394K +5,308 New
NPF
690
Norris Perne & French
Michigan
$387K – – –
KB
691
Kimelman & Baird
New York
$386K – – –
SCM
692
Schnieders Capital Management
California
$385K +$1.86K +25 +0.5%
AAC
693
Asset Advisors Corp
Georgia
$383K +$33.4K +450 +10%
NA
694
Navellier & Associates
Nevada
$383K +$147K +1,986 +63%
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$380K -$29K -390 -7%
WG
696
Welch Group
Alabama
$379K -$26.9K -362 -7%
Luther King Capital Management (LKCM)
697
Luther King Capital Management (LKCM)
Texas
$378K – – –
CRIG
698
Charter Research & Investment Group
Connecticut
$378K – – –
Dodge & Cox
699
Dodge & Cox
California
$372K – – –
AWM
700
Altavista Wealth Management
North Carolina
$368K +$892 +12 +0.2%
26 27
28
29 30