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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
PAMG
751
Patton Albertson Miller Group
Tennessee
$318K
SWM
752
Segment Wealth Management
Texas
$318K +$6.43K +85 +2%
HDIM
753
Hanson & Doremus Investment Management
Vermont
$317K
MWM
754
Mascoma Wealth Management
New Hampshire
$316K
CBN
755
Cadence Bank NA
Texas
$315K +$11.5K +152 +4%
CNBT
756
Canandaigua National Bank & Trust
New York
$314K
CSIC
757
Clifford Swan Investment Counsel
California
$314K
PHS
758
Pekin Hardy Strauss
Illinois
$314K
BUB
759
BBVA USA Bancshares
Texas
$313K -$21.9K -289 -7%
SIM
760
Sadoff Investment Management
Wisconsin
$313K
EFS
761
Essex Financial Services
Connecticut
$310K -$28.7K -380 -9%
CICI
762
Capital Investment Counsel Inc
North Carolina
$307K +$60.4K +798 +25%
PG
763
Proffitt & Goodson
Tennessee
$307K +$299K +3,955 New
BG
764
Bahl & Gaynor
Ohio
$305K -$7.57K -100 -2%
MA
765
MUFG Americas
New York
$303K -$338K -4,463 -53%
GHAM
766
Gilman Hill Asset Management
Connecticut
$303K -$308K -4,065 -51%
EB
767
Eastern Bank
Massachusetts
$302K +$605 +8 +0.2%
GKWIM
768
Gerber Kawasaki Wealth & Investment Management
California
$302K +$39.1K +517 +15%
CNB
769
Camden National Bank
Maine
$301K -$1.51K -20 -0.5%
PCMI
770
Princeton Capital Management Inc
New Jersey
$298K
PIM
771
Penobscot Investment Management
Massachusetts
$297K +$3.78K +50 +1%
MJRIC
772
Mogy Joel R Investment Counsel
California
$295K -$288K -3,812 -50%
GSBTD
773
Glenview State Bank Trust Department
Illinois
$295K
RBC
774
Ronald Blue & Co
Georgia
$295K +$18.8K +249 +7%
CPSAC
775
Chas P. Smith & Associates (CPS)
Florida
$292K

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.