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Dominion Energy

1,133 hedge funds and large institutions have $34.5B invested in Dominion Energy in 2017 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 430 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 54

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $163M | Put options by funds: $144M

9% more funds holding

Funds holding: 1,0371,133 (+96)

7% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.17B)

0.79% more ownership

Funds ownership: 65.48%66.27% (+0.79%)

Holders
1,133
Holders Change
+96
Holders Change %
+9.26%
% of All Funds
25.7%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
159
Increased
430
Reduced
350
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
676
Strategic Wealth Partners
Ohio
$607K +$605K +7,469 New
RBA
677
Richard Bernstein Advisors
New York
$604K
AC
678
Alexandria Capital
Virginia
$598K +$77.7K +959 +15%
YP
679
Yellowstone Partners
Idaho
$594K -$4.38K -54 -0.7%
FNBTCON
680
First National Bank & Trust Co of Newtown
Pennsylvania
$588K
SCA
681
Snowden Capital Advisors
New York
$587K -$12.2K -150 -2%
SC
682
Sawyer & Company
Massachusetts
$587K +$587K +7,244 New
LFAS
683
Level Four Advisory Services
Texas
$586K -$9.48K -117 -2%
MHIM
684
MacNealy Hoover Investment Management
Ohio
$584K
CWS
685
Cypress Wealth Services
California
$584K +$583K +7,199 New
BC
686
Brinker Capital
Pennsylvania
$581K +$10.9K +134 +2%
BFG
687
Beacon Financial Group
Texas
$578K +$9.32K +115 +2%
LA
688
LVW Advisors
New York
$578K +$203K +2,505 +54%
IFAM
689
Institutional & Family Asset Management
Colorado
$577K
EWF
690
Epstein & White Financial
California
$577K +$609K +7,519 New
MLL
691
Moody Lynn & Lieberson
Massachusetts
$574K -$18.9K -233 -3%
CAM
692
CenterStar Asset Management
Illinois
$574K
1SB
693
1ST Source Bank
Indiana
$571K -$21.8K -269 -4%
NDSI
694
Newman Dignan & Sheerar Inc
Rhode Island
$565K
ASN
695
Advisory Services Network
Georgia
$564K +$119K +1,472 +27%
Fiera Capital (Canada)
696
Fiera Capital (Canada)
Quebec, Canada
$560K +$82.1K +1,013 +17%
PAG
697
Pinnacle Advisory Group
Maryland
$558K -$13.4K -165 -2%
FFA
698
First Foundation Advisors
California
$556K
RIM
699
Reliant Investment Management
Tennessee
$554K -$28.4K -350 -5%
PFM
700
Parsec Financial Management
North Carolina
$549K +$162 +2 +0%

D Hedge Fund Activity: Q4 2017 in Review

1,133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2017, worth a combined $34.5B — up 6.7% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new D positions and 54 closed out — a net gain of 105 holders — while 430 added to existing stakes and 350 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $182M.

  • 1,133 institutional investors held Dominion Energy (D) as of Q4 2017, up from 1,037 in Q3 2017.
  • Funds reported $34.5B of Dominion Energy stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 159 funds opened new Dominion Energy positions in Q4 2017 and 54 closed out, a net change of +105 holders.
  • The largest Dominion Energy buyer in Q4 2017 was BlackRock, an estimated $154M added.
  • The largest Dominion Energy seller in Q4 2017 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2017.