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Dominion Energy

1,133 hedge funds and large institutions have $34.5B invested in Dominion Energy in 2017 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 430 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 54

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $163M | Put options by funds: $144M

9% more funds holding

Funds holding: 1,0371,133 (+96)

7% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.17B)

0.79% more ownership

Funds ownership: 65.48%66.27% (+0.79%)

Holders
1,133
Holders Change
+96
Holders Change %
+9.26%
% of All Funds
25.7%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
159
Increased
430
Reduced
350
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CONA
726
Capital One National Association
New York
$487K -$12.4K -153 -2%
AWM
727
Altavista Wealth Management
North Carolina
$485K
IA
728
IFG Advisory
Georgia
$482K +$483K +5,957 New
HCA
729
Harbour Capital Advisors
Virginia
$480K -$102K -1,264 -18%
Holocene Advisors
730
Holocene Advisors
New York
$480K +$480K +5,920 New
DLCIG
731
D.L. Carlson Investment Group
New Hampshire
$475K -$40.5K -500 -8%
NPA
732
Nichols & Pratt Advisers
Massachusetts
$473K
SFG
733
SevenBridge Financial Group
Pennsylvania
$473K +$42.1K +520 +10%
FIM
734
Frontier Investment Management
Texas
$472K
RWA
735
Ropes Wealth Advisors
Massachusetts
$468K +$1.78K +22 +0.4%
IAM
736
Impax Asset Management
New Hampshire
$467K +$41.7K +515 +10%
AP
737
Appleton Partners
Massachusetts
$465K -$18.2K -225 -4%
CK
738
Cohen Klingenstein
New York
$462K
DSC
739
Duncker Streett & Co
Missouri
$455K -$24.9K -307 -5%
SHCM
740
Stokes & Hubbell Capital Management
Louisiana
$452K +$3.65K +45 +0.8%
SSWM
741
Smith Salley Wealth Management
North Carolina
$451K -$21.5K -265 -5%
AAC
742
Asset Advisors Corp
Georgia
$451K
OC
743
Oarsman Capital
Wisconsin
$448K -$37.7K -465 -8%
GT
744
Greenleaf Trust
Michigan
$447K -$96.2K -1,188 -18%
NFA
745
Nuveen Fund Advisors
Illinois
$445K -$19K -235 -4%
III
746
Independent Investors Inc
New York
$445K
PA
747
Pinnacle Associates
New York
$445K
YIA
748
YHB Investment Advisors
Connecticut
$443K
SL
749
Signition LP
New York
$440K +$440K +5,431 New
SCI
750
Stableford Capital II
Arizona
$433K +$34.9K +431 +9%

D Hedge Fund Activity: Q4 2017 in Review

1,133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2017, worth a combined $34.5B — up 6.7% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new D positions and 54 closed out — a net gain of 105 holders — while 430 added to existing stakes and 350 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $182M.

  • 1,133 institutional investors held Dominion Energy (D) as of Q4 2017, up from 1,037 in Q3 2017.
  • Funds reported $34.5B of Dominion Energy stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 159 funds opened new Dominion Energy positions in Q4 2017 and 54 closed out, a net change of +105 holders.
  • The largest Dominion Energy buyer in Q4 2017 was BlackRock, an estimated $154M added.
  • The largest Dominion Energy seller in Q4 2017 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2017.