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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
IMOV
676
Investment Management of Virginia
Virginia
$609K
LFAS
677
Level Four Advisory Services
Texas
$609K +$133K +1,806 +25%
BCM
678
BlueCrest Capital Management
Jersey
$609K +$667K +9,027 New
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$608K -$39.5K -535 -6%
WB
680
Webster Bank
Connecticut
$606K -$78.7K -1,066 -11%
SXL
681
Summit X LLC
Missouri
$605K +$8.49K +115 +1%
PAS
682
Park Avenue Securities
New York
$599K +$173K +2,348 +36%
VCM
683
Virtue Capital Management
Tennessee
$596K -$102K -1,379 -13%
AFM
684
Abbot Financial Management
Massachusetts
$595K -$22.2K -300 -3%
KIA
685
Kopp Investment Advisors
Minnesota
$592K -$19.5K -264 -3%
HI
686
Horizon Investments
North Carolina
$592K +$68.3K +925 +12%
NPP
687
New Potomac Partners
Maryland
$591K -$2.58K -35 -0.4%
I
688
IberiaBank
Louisiana
$589K -$1.7K -23 -0.3%
MCG
689
McCollum Christoferson Group
New York
$581K -$16.2K -220 -2%
STMM
690
South Texas Money Management
Texas
$577K +$591 +8 +0.1%
CRC
691
Curi RMB Capital
Illinois
$576K -$1.65M -22,313 -72%
FHA
692
Flagship Harbor Advisors
Massachusetts
$575K +$334K +4,525 +113%
RC
693
RegentAtlantic Capital
New Jersey
$572K +$12.8K +173 +2%
FCFS
694
First Command Financial Services
Texas
$566K +$22.8K +309 +4%
FCB
695
First Command Bank
Texas
$565K +$22.8K +309 +4%
CIA
696
ClearBridge Investments (Australia)
Australia
$564K +$58.8K +796 +11%
WPP
697
Whalerock Point Partners
Rhode Island
$561K
CG
698
Colony Group
Massachusetts
$560K +$414K +5,601 +207%
RB
699
Rodgers Brothers
Pennsylvania
$553K -$1.03K -14 -0.2%
MNBTD
700
Moody National Bank Trust Division
Texas
$551K -$9.23K -125 -2%

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.