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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
PAS
701
Park Avenue Securities
New York
$528K +$74.9K +924 +16%
MSS
702
Mitchell Sinkler & Starr
Pennsylvania
$527K
PTC
703
Private Trust Company
Ohio
$526K -$103K -1,277 -16%
CA
704
Cornerstone Advisory
Maryland
$526K -$3.81K -47 -0.7%
WT
705
Whittier Trust
California
$526K +$8.26K +102 +2%
CAM
706
Cypress Asset Management
Texas
$525K -$40.5K -500 -7%
IH
707
IFC Holdings
Florida
$524K -$58.1K -717 -10%
NSIM
708
North Star Investment Management
Illinois
$522K
AW
709
ACG Wealth
Georgia
$520K -$118K -1,454 -18%
LFA
710
Legacy Financial Advisors
Kentucky
$519K +$519K +6,409 New
DY
711
Dowling & Yahnke
California
$516K
KIC
712
Keating Investment Counselors
Florida
$515K -$16.2K -200 -3%
BUB
713
BBVA USA Bancshares
Texas
$515K +$204K +2,512 +65%
EWM
714
Evermay Wealth Management
Virginia
$514K +$299K +3,694 +139%
AB
715
AT Bancorp
Iowa
$511K
IB
716
Intrust Bank
Kansas
$510K +$82.1K +1,014 +19%
PHK
717
Point72 Hong Kong
Hong Kong
$510K +$448K +5,534 +727%
CIBC World Market
718
CIBC World Market
Ontario, Canada
$503K +$503K +6,206 New
PVWM
719
Point View Wealth Management
New Jersey
$501K
Cerity Partners
720
Cerity Partners
New York
$498K +$95K +1,173 +24%
CCM
721
Carderock Capital Management
Maryland
$497K -$99.1K -1,223 -17%
MC
722
Middleton & Co
Massachusetts
$496K
Members Trust
723
Members Trust
Florida
$495K
OIA
724
OneDigital Investment Advisors
Kansas
$490K +$17.5K +216 +4%
CSIC
725
Clifford Swan Investment Counsel
California
$490K +$162K +2,000 +49%

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.