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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
SI
701
SII Investments
Wisconsin
$391K -$52.7K -726 -13%
Dodge & Cox
702
Dodge & Cox
California
$391K
IWMPD
703
Integrated Wealth Management (Palm Desert)
California
$390K +$90.3K +1,244 +33%
MCA
704
Mercer Capital Advisers
New Jersey
$388K -$18.1K -250 -5%
SWK
705
Stephen W. Kidder
$387K
LJHT
706
Laurie J. Hall Trustee
$385K -$45.9K -633 -11%
AWM
707
Altavista Wealth Management
North Carolina
$385K -$17.6K -243 -5%
FMW
708
Farr Miller & Washington
District of Columbia
$381K -$7.4K -102 -2%
LFG
709
LifePlan Financial Group
Ohio
$380K
SC
710
Savant Capital
Illinois
$378K +$726 +10 +0.2%
VNA
711
Valley National Advisers
Pennsylvania
$376K
QI
712
Quotient Investors
New York
$374K -$328K -4,527 -49%
JWM
713
Jacobus Wealth Management
Wisconsin
$374K -$283K -3,899 -45%
MLIC
714
Mandatum Life Insurance Company
Finland
$374K
AW
715
ACG Wealth
Georgia
$373K +$10K +138 +3%
FNBOO
716
First National Bank of Omaha
Nebraska
$370K
CIA
717
Choate Investment Advisors
Massachusetts
$368K -$12.7K -175 -4%
FSA
718
Franklin Street Advisors
North Carolina
$368K +$59.9K +825 +21%
CCM
719
Cadence Capital Management
Massachusetts
$367K -$1.17M -16,101 -77%
AAC
720
Asset Advisors Corp
Georgia
$367K
HIC
721
Holderness Investments Company
North Carolina
$366K +$128K +1,765 +60%
FNB
722
Farmers National Bank
Kentucky
$364K
BO
723
Bank OZK
Arkansas
$363K
BUB
724
BBVA USA Bancshares
Texas
$360K -$5.8K -80 -2%
GW
725
GW & Wade
Massachusetts
$360K +$363 +5 +0.1%

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.