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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
W
726
Wealthfront
California
$360K +$15.9K +219 +5%
Lazard Asset Management
727
Lazard Asset Management
New York
$360K +$118K +1,631 +54%
IB
728
Intrust Bank
Kansas
$359K -$2.83K -39 -0.8%
BG
729
Bahl & Gaynor
Ohio
$356K +$5.44K +75 +2%
CIBC World Market
730
CIBC World Market
Ontario, Canada
$354K +$329K +4,538 New
HIMC
731
Heritage Investors Management Corp
Maryland
$352K +$65K +896 +25%
CS
732
Comerica Securities
Michigan
$349K +$126K +1,730 +63%
MPI
733
Mairs & Power Inc
Minnesota
$346K
PWAP
734
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$344K +$20K +275 +7%
WAM
735
Wealthspire Advisors (Maryland)
Maryland
$343K -$16.1K -222 -5%
TAM
736
Taurus Asset Management
New York
$339K
IH
737
IFC Holdings
Florida
$337K -$13.4K -184 -4%
SFSG
738
Stearns Financial Services Group
North Carolina
$337K
NFG
739
Next Financial Group
Texas
$336K +$95.1K +1,310 +43%
FNB
740
First Niagara Bank
New York
$331K
BCM
741
BTR Capital Management
California
$330K
PA
742
Probity Advisors
Texas
$330K +$307K +4,231 New
HDIM
743
Hanson & Doremus Investment Management
Vermont
$327K
PAMG
744
Patton Albertson Miller Group
Tennessee
$325K
VIA
745
Vantage Investment Advisors
Pennsylvania
$325K +$11.4K +157 +4%
SIM
746
Sadoff Investment Management
Wisconsin
$324K
CSIC
747
Clifford Swan Investment Counsel
California
$323K -$178K -2,450 -37%
Toronto Dominion Bank
748
Toronto Dominion Bank
Ontario, Canada
$319K -$95.7K -1,319 -24%
GL
749
GLG LLC
New York
$318K
VFS
750
VSR Financial Services
Kansas
$316K -$6.82K -94 -2%

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.