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Dominion Energy

1,037 hedge funds and large institutions have $32.4B invested in Dominion Energy in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 420 increasing their positions, 343 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 343

3% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 62

1% more capital invested

Capital invested by funds: $32.1B → $32.4B (+$255M)

1% less funds holding

Funds holding: 1,0441,037 (-7)

1.11% less ownership

Funds ownership: 66.59%65.48% (-1.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less call options, than puts

Call options by funds: $82.6M | Put options by funds: $128M

Holders
1,037
Holders Change
-7
Holders Change %
-0.67%
% of All Funds
25.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
64
Increased
420
Reduced
343
Closed
62
Calls
$82.6M
Puts
$128M
Net Calls
-$44.9M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$76.3M +$582K +7,490 +0.8%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$74.3M -$214K -2,757 -0.3%
Prudential Financial
53
Prudential Financial
New Jersey
$69.5M +$525K +6,750 +0.8%
Principal Financial Group
54
Principal Financial Group
Iowa
$69.3M -$580K -7,464 -0.8%
HAI
55
Hennessy Advisors Inc
California
$68.9M -$1.39M -17,900 -2%
DC
56
Davenport & Co
Virginia
$67.8M -$131K -1,685 -0.2%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$67.4M +$461K +5,930 +0.7%
APG Asset Management
58
APG Asset Management
Netherlands
$66M +$3.19M +41,000 +5%
CS
59
Credit Suisse
Switzerland
$65.3M -$9.05M -116,323 -12%
RFC
60
Regions Financial Corp
Alabama
$63.9M +$111K +1,428 +0.2%
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$60.4M
AT
62
AMF Tjänstepension
Sweden
$59.7M +$229K +2,950 +0.4%
Jennison Associates
63
Jennison Associates
New York
$58.4M -$3.2M -41,183 -5%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$58.1M +$6.05M +77,732 +11%
Millennium Management
65
Millennium Management
New York
$56.5M +$15.8M +203,658 +38%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$52.9M +$1.91M +24,506 +4%
MIS
67
Morningstar Investment Services
Illinois
$50.2M +$1.66M +21,313 +3%
Canada Life
68
Canada Life
Manitoba, Canada
$49.2M +$689K +8,856 +1%
JP Morgan Chase
69
JP Morgan Chase
New York
$46.1M +$19.1M +245,472 +70%
GLA
70
Great Lakes Advisors
Illinois
$46.1M +$7.83M +100,729 +20%
WHRC
71
W.H. Reaves & Co
New Jersey
$45.4M +$2.93M +37,650 +7%
First Trust Advisors
72
First Trust Advisors
Illinois
$45.2M +$943K +12,122 +2%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$44M +$1.54M +19,782 +4%
Korea Investment Corp
74
Korea Investment Corp
South Korea
$43.1M -$3.83M -49,200 -8%
GC
75
Guggenheim Capital
Illinois
$42.7M -$283K -3,642 -0.7%

D Hedge Fund Activity: Q3 2017 in Review

1,037 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2017, worth a combined $32.4B — up 0.8% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new D positions and 62 closed out — a net gain of 2 holders — while 420 added to existing stakes and 343 trimmed.

The largest buyer was Franklin Resources, adding an estimated $160M. The largest seller was Wellington Management Group, cutting an estimated $199M.

  • 1,037 institutional investors held Dominion Energy (D) as of Q3 2017, down from 1,044 in Q2 2017.
  • Funds reported $32.4B of Dominion Energy stock for Q3 2017, up 0.8% quarter-over-quarter.
  • 64 funds opened new Dominion Energy positions in Q3 2017 and 62 closed out, a net change of +2 holders.
  • The largest Dominion Energy buyer in Q3 2017 was Franklin Resources, an estimated $160M added.
  • The largest Dominion Energy seller in Q3 2017 was Wellington Management Group, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2017.