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Dominion Energy

1,044 hedge funds and large institutions have $32.1B invested in Dominion Energy in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 380 increasing their positions, 367 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 43

3% more funds holding

Funds holding: 1,0121,044 (+32)

4% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 367

0.29% less ownership

Funds ownership: 66.89%66.59% (-0.29%)

1% less capital invested

Capital invested by funds: $32.6B → $32.1B (-$466M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

57% less call options, than puts

Call options by funds: $118M | Put options by funds: $275M

Holders
1,044
Holders Change
+32
Holders Change %
+3.16%
% of All Funds
26.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
87
Increased
380
Reduced
367
Closed
43
Calls
$118M
Puts
$275M
Net Calls
-$157M
Net Calls Change
-$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
726
Vantage Investment Advisors
Pennsylvania
$392K +$42.4K +540 +12%
WF
727
Welch & Forbes
Massachusetts
$390K +$11.6K +148 +3%
GLA
728
Good Life Advisors
Pennsylvania
$390K +$16.2K +206 +4%
CCA
729
Checchi Capital Advisers
California
$389K -$20.5K -261 -5%
OIA
730
OneDigital Investment Advisors
Kansas
$387K +$397K +5,045 New
BJL
731
Brighton Jones LLC
Washington
$387K +$397K +5,047 New
AF
732
Arrow Financial
New York
$386K -$23K -293 -6%
OFW
733
Omnia Family Wealth
Florida
$383K +$1.26K +16 +0.3%
AAC
734
Asset Advisors Corp
Georgia
$380K
EM
735
Excalibur Management
Massachusetts
$379K
IAM
736
Impax Asset Management
New Hampshire
$379K +$39.3K +500 +11%
FMW
737
Farr Miller & Washington
District of Columbia
$375K
LFG
738
LifePlan Financial Group
Ohio
$374K
FPFS
739
First Personal Financial Services
North Carolina
$372K
ACP
740
Ashfield Capital Partners
California
$371K
CIA
741
Choate Investment Advisors
Massachusetts
$370K -$33.4K -425 -8%
SIG
742
Sky Investment Group
Connecticut
$369K
LIM
743
Leavell Investment Management
Alabama
$368K +$19.7K +250 +5%
NWP
744
Northstar Wealth Partners
Connecticut
$365K
PA
745
Parallel Advisors
California
$365K +$102K +1,295 +38%
SIC
746
SFE Investment Counsel
California
$361K -$6.68K -85 -2%
Dodge & Cox
747
Dodge & Cox
California
$361K
ASN
748
Advisory Services Network
Georgia
$358K +$10.1K +128 +3%
PAS
749
Park Avenue Securities
New York
$357K +$367K +4,669 New
FNB
750
Farmers National Bank
Kentucky
$351K -$7.47K -95 -2%

D Hedge Fund Activity: Q2 2017 in Review

1,044 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2017, worth a combined $32.1B — down 1.4% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new D positions and 43 closed out — a net gain of 44 holders — while 380 added to existing stakes and 367 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $125M. The largest seller was Capital Research Global Investors, cutting an estimated $195M.

  • 1,044 institutional investors held Dominion Energy (D) as of Q2 2017, up from 1,012 in Q1 2017.
  • Funds reported $32.1B of Dominion Energy stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 87 funds opened new Dominion Energy positions in Q2 2017 and 43 closed out, a net change of +44 holders.
  • The largest Dominion Energy buyer in Q2 2017 was Janus Henderson Group, an estimated $125M added.
  • The largest Dominion Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.