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Dominion Energy

1,044 hedge funds and large institutions have $32.1B invested in Dominion Energy in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 380 increasing their positions, 367 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 43

3% more funds holding

Funds holding: 1,0121,044 (+32)

4% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 367

0.29% less ownership

Funds ownership: 66.89%66.59% (-0.29%)

1% less capital invested

Capital invested by funds: $32.6B → $32.1B (-$466M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

57% less call options, than puts

Call options by funds: $118M | Put options by funds: $275M

Holders
1,044
Holders Change
+32
Holders Change %
+3.16%
% of All Funds
26.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
87
Increased
380
Reduced
367
Closed
43
Calls
$118M
Puts
$275M
Net Calls
-$157M
Net Calls Change
-$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
676
AT Bancorp
Iowa
$483K
Members Trust
677
Members Trust
Florida
$476K -$7.86K -100 -2%
SMC
678
Smith, Moore & Co
Missouri
$471K
GW
679
GW & Wade
Massachusetts
$470K -$46.8K -595 -9%
NA
680
NewEdge Advisors
Louisiana
$468K -$239K -3,035 -33%
AWM
681
Altavista Wealth Management
North Carolina
$467K +$8.18K +104 +2%
MF
682
Magnetar Financial
Illinois
$464K +$476K +6,054 New
GA
683
Geneva Advisors
Illinois
$463K -$56K -712 -11%
MC
684
Middleton & Co
Massachusetts
$459K -$5.89K -75 -1%
OC
685
Oarsman Capital
Wisconsin
$459K -$3.93K -50 -0.8%
NAM
686
NTV Asset Management
West Virginia
$457K -$39.3K -500 -8%
NFA
687
Nuveen Fund Advisors
Illinois
$457K +$48.7K +619 +12%
HAIM
688
Hunter Associates Investment Management
Pennsylvania
$455K -$22.4K -285 -5%
SIAP
689
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$450K +$307K +3,900 +197%
SSWM
690
Smith Salley Wealth Management
North Carolina
$447K -$15.7K -200 -3%
NPA
691
Nichols & Pratt Advisers
Massachusetts
$447K
FIM
692
Frontier Investment Management
Texas
$446K -$2.91K -37 -0.6%
CA
693
Continuum Advisory
Idaho
$446K +$48.1K +612 +12%
AP
694
Appleton Partners
Massachusetts
$441K
Mariner
695
Mariner
Kansas
$440K +$212K +2,702 +89%
RWA
696
Ropes Wealth Advisors
Massachusetts
$439K -$1.31M -16,660 -74%
CCIA
697
Campbell & Co Investment Adviser
Maryland
$439K +$450K +5,730 New
CK
698
Cohen Klingenstein
New York
$437K
Cetera Investment Advisers
699
Cetera Investment Advisers
Illinois
$437K +$2.91K +37 +0.7%
SIG
700
Schaller Investment Group
North Carolina
$430K

D Hedge Fund Activity: Q2 2017 in Review

1,044 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2017, worth a combined $32.1B — down 1.4% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new D positions and 43 closed out — a net gain of 44 holders — while 380 added to existing stakes and 367 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $125M. The largest seller was Capital Research Global Investors, cutting an estimated $195M.

  • 1,044 institutional investors held Dominion Energy (D) as of Q2 2017, up from 1,012 in Q1 2017.
  • Funds reported $32.1B of Dominion Energy stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 87 funds opened new Dominion Energy positions in Q2 2017 and 43 closed out, a net change of +44 holders.
  • The largest Dominion Energy buyer in Q2 2017 was Janus Henderson Group, an estimated $125M added.
  • The largest Dominion Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.