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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
MA
751
Montag & Associates
Georgia
$351K +$393 +5 +0.1%
WSC
752
Wellington Shields & Co
New York
$351K +$472 +6 +0.1%
NPF
753
Norris Perne & French
Michigan
$350K
NSIM
754
North Star Investment Management
Illinois
$348K
ST
755
Spinnaker Trust
Maine
$347K -$55.3K -704 -13%
BAC
756
Boys Arnold & Co
North Carolina
$347K +$3.46K +44 +1%
QSS
757
Quantitative Systematic Strategies
Florida
$347K +$354K +4,506 New
SWM
758
Segment Wealth Management
Texas
$345K +$31.7K +403 +10%
SFP
759
Shepherd Financial Partners
Massachusetts
$344K -$16.6K -211 -4%
PWAP
760
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$344K
B
761
Barings
North Carolina
$343K -$792K -10,078 -69%
GAG
762
GM Advisory Group
New York
$342K +$351K +4,466 New
MPI
763
Mairs & Power Inc
Minnesota
$341K
MCWS
764
McKinley Carter Wealth Services
West Virginia
$341K +$6.76K +86 +2%
IUHSA
765
Itau Unibanco Holding S.A.
Brazil
$339K +$313K +3,977 +894%
RCWMU
766
Rothschild & Co Wealth Management (UK)
United Kingdom
$338K
First Manhattan
767
First Manhattan
New York
$337K
NIM
768
Northeast Investment Management
Massachusetts
$336K -$28.5K -362 -8%
TAM
769
Taurus Asset Management
New York
$334K
SC
770
Savant Capital
Illinois
$334K +$786 +10 +0.2%
SFM
771
Signature Financial Management
Virginia
$332K -$76.3K -971 -18%
GXMC
772
Global X Management Company
New York
$332K -$29.5K -375 -8%
VNA
773
Valley National Advisers
Pennsylvania
$330K
HIC
774
Holderness Investments Company
North Carolina
$330K +$70.7K +900 +26%
NFG
775
Nations Financial Group
Iowa
$328K

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.