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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
EWM
701
Evermay Wealth Management
Virginia
$550K +$134K +1,820 +29%
WAM
702
Wealthspire Advisors (Maryland)
Maryland
$549K -$49K -663 -8%
CIM
703
CIM Investment Management
Pennsylvania
$547K -$14.3K -193 -2%
FA
704
FMA Advisory
Pennsylvania
$544K +$3.17K +43 +0.5%
APA
705
American Portfolios Advisors
New York
$542K -$12K -163 -2%
FTC
706
Farmers Trust Company
Ohio
$540K -$7.97K -108 -1%
UFG
707
United Fire Group
Iowa
$539K
CCIA
708
Campbell & Co Investment Adviser
Maryland
$539K +$591K +8,000 New
BFM
709
Boothbay Fund Management
New York
$534K +$585K +7,926 New
SFG
710
SevenBridge Financial Group
Pennsylvania
$532K +$152K +2,053 +35%
BC
711
Burney Company
Virginia
$530K -$312K -4,221 -35%
CIBC World Market
712
CIBC World Market
Ontario, Canada
$525K +$117K +1,587 +26%
EWF
713
Epstein & White Financial
California
$521K -$6.5K -88 -1%
PWP
714
Private Wealth Partners
California
$519K
EP
715
Edgestream Partners
New Jersey
$517K +$566K +7,665 New
OC
716
Oakworth Capital
Alabama
$514K -$1.55K -21 -0.3%
PCM
717
Parsons Capital Management
Rhode Island
$514K
FRA
718
Front Row Advisors
California
$514K +$2.58K +35 +0.5%
SA
719
Strategic Advisors
New York
$511K +$275K +3,724 +97%
OIWM
720
OptiFour Integrated Wealth Management
Virginia
$510K +$2.81K +38 +0.5%
CS
721
Comerica Securities
Michigan
$508K -$55.8K -756 -9%
KFS
722
Kurt F. Somerville
$507K
WG
723
Winton Group
United Kingdom
$499K -$1.38M -18,700 -72%
FHA
724
First Horizon Advisors
Tennessee
$499K -$240K -3,254 -30%
WJA
725
Williams Jones & Associates
New York
$489K -$228K -3,092 -30%

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.