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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
WSC
751
Wellington Shields & Co
New York
$432K +$85K +1,049 +24%
DAC
752
Dividend Assets Capital
South Carolina
$431K
BIM
753
Baldwin Investment Management
Pennsylvania
$430K
CCA
754
Checchi Capital Advisers
California
$430K +$4.62K +57 +1%
NIT
755
NumerixS Investment Technologies
British Columbia, Canada
$430K +$429K +5,300 New
FCCM
756
First City Capital Management
Georgia
$426K -$50.6K -625 -11%
HAIM
757
Hunter Associates Investment Management
Pennsylvania
$426K
IHL
758
Investment House LLC
California
$426K
Cetera Investment Advisers
759
Cetera Investment Advisers
Illinois
$426K +$4.54K +56 +1%
Luther King Capital Management (LKCM)
760
Luther King Capital Management (LKCM)
Texas
$425K -$243K -3,000 -36%
WG
761
Welch Group
Alabama
$425K +$5.02K +62 +1%
WP
762
WealthPLAN Partners
Nebraska
$425K +$425K +5,250 New
KB
763
Kimelman & Baird
New York
$422K +$81 +1 +0%
TFA
764
Toth Financial Advisory
Virginia
$421K +$810 +10 +0.2%
KTM
765
Keeler Thomas Management
Utah
$421K +$421K +5,200 New
GXMC
766
Global X Management Company
New York
$419K +$41.2K +509 +11%
VNA
767
VNBTrust National Association
Virginia
$418K -$54.8K -676 -12%
VIA
768
Vantage Investment Advisors
Pennsylvania
$417K +$13.4K +166 +3%
BJL
769
Brighton Jones LLC
Washington
$417K +$15.6K +192 +4%
BIC
770
Bridges Investment Counsel
Nebraska
$415K +$5.18K +64 +1%
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$414K
CRIG
772
Charter Research & Investment Group
Connecticut
$412K +$412K +5,085 New
SG
773
StoneX Group
New York
$411K +$14.7K +181 +4%
BTNA
774
Bremer Trust National Association
Minnesota
$407K +$52.7K +650 +15%
FMW
775
Farr Miller & Washington
District of Columbia
$405K

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.