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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NPF
726
Norris Perne & French
Michigan
$354K -$33.3K -440 -9%
LIM
727
Leavell Investment Management
Alabama
$353K
NSIM
728
North Star Investment Management
Illinois
$352K
ASN
729
Advisory Services Network
Georgia
$352K +$344K +4,543 New
SAM
730
Sequent Asset Management
Texas
$352K +$344K +4,543 New
PWAP
731
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$348K
BAC
732
Boys Arnold & Co
North Carolina
$348K +$32.3K +427 +11%
TA
733
Tiedemann Advisors
New York
$348K +$339K +4,484 New
FNB
734
Farmers National Bank
Kentucky
$347K +$1.21K +16 +0.3%
MPI
735
Mairs & Power Inc
Minnesota
$345K
IAM
736
Impax Asset Management
New Hampshire
$345K +$30.3K +400 +10%
RCWMU
737
Rothschild & Co Wealth Management (UK)
United Kingdom
$342K
First Manhattan
738
First Manhattan
New York
$341K -$15.1K -200 -4%
MCWS
739
McKinley Carter Wealth Services
West Virginia
$339K -$21.7K -287 -6%
TAM
740
Taurus Asset Management
New York
$338K
Cerity Partners
741
Cerity Partners
New York
$338K +$103K +1,363 +46%
SC
742
Savant Capital
Illinois
$337K -$12.1K -160 -4%
VNA
743
Valley National Advisers
Pennsylvania
$334K
WAM
744
Wealthspire Advisors (Maryland)
Maryland
$333K +$187K +2,466 +135%
NFG
745
Nations Financial Group
Iowa
$332K
MCA
746
Mercer Capital Advisers
New Jersey
$331K -$35.4K -468 -10%
PA
747
Probity Advisors
Texas
$327K
CAM
748
Covenant Asset Management
New Jersey
$324K -$56.7K -750 -15%
FSA
749
Franklin Street Advisors
North Carolina
$323K -$9.46K -125 -3%
TF
750
Tompkins Financial
New York
$320K -$30.6K -404 -9%

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.