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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 %
TNBTD
701
Trustmark National Bank Trust Department
Mississippi
$366K -$109K -1,466 -23%
FMW
702
Farr Miller & Washington
District of Columbia
$363K – – –
LFG
703
LifePlan Financial Group
Ohio
$362K – – –
SWM
704
SVA Wealth Management
Wisconsin
$361K -$1.08M -14,576 -75%
Lazard Asset Management
705
Lazard Asset Management
New York
$359K +$15.6K +210 +5%
JWM
706
Jacobus Wealth Management
Wisconsin
$356K – – –
MLIC
707
Mandatum Life Insurance Company
Finland
$356K – – –
MCA
708
Mercer Capital Advisers
New Jersey
$352K -$17.9K -241 -5%
TF
709
Tompkins Financial
New York
$348K -$1.85M -24,943 -84%
BO
710
Bank OZK
Arkansas
$346K – – –
MCWS
711
McKinley Carter Wealth Services
West Virginia
$345K -$34.5K -465 -9%
TDC
712
Thompson Davis & Co
Virginia
$345K +$74.6K +1,003 +28%
BUB
713
BBVA USA Bancshares
Texas
$343K -$149 -2 -0%
IB
714
Intrust Bank
Kansas
$340K -$1.93K -26 -0.6%
MA
715
Montag & Associates
Georgia
$340K +$46.3K +623 +16%
LIM
716
Leavell Investment Management
Alabama
$338K -$74.2K -1,000 -18%
SC
717
Savant Capital
Illinois
$336K -$23.8K -320 -7%
PWAP
718
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$333K +$5.57K +75 +2%
MPI
719
Mairs & Power Inc
Minnesota
$330K – – –
RCWMU
720
Rothschild & Co Wealth Management (UK)
United Kingdom
$328K -$274K -3,688 -46%
TAM
721
Taurus Asset Management
New York
$324K – – –
FSA
722
Franklin Street Advisors
North Carolina
$323K -$27.8K -375 -8%
IH
723
IFC Holdings
Florida
$323K +$1.26K +17 +0.4%
VNA
724
Valley National Advisers
Pennsylvania
$320K -$38.6K -520 -11%
WEC
725
Winslow Evans & Crocker
Massachusetts
$320K +$145K +1,950 +83%
27 28
29
30 31