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Dominion Energy
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Overview Fund Activity

972 hedge funds and large institutions have $30.7B invested in Dominion Energy in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 386 increasing their positions, 325 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
-19
Holders Change %
-1.92%
% of All Funds
25.98%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
51
Increased
386
Reduced
325
Closed
57
Calls
$131M
Puts
$110M
Net Calls
+$21.7M
Net Calls Change
-$135M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.49B
2
CBOA
2
Commonwealth Bank of Australia
Australia
$191M
3
Bank of America
3
Bank of America
North Carolina
$1.49B
4
EIP
4
Epoch Investment Partners
New York
$143M
5
Invesco
5
Invesco
Georgia
$566M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$384M
4
LM
4
Luminus Management
Texas
$39.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
776
Ironsides Asset Advisors
North Carolina
$254K – – –
UAS
777
United Asset Strategies
New York
$253K -$29.6K -399 -10%
MWAC
778
Mariner Wealth Advisors (Cincinnati)
Ohio
$253K -$7.87K -106 -3%
WA
779
Wheatland Advisors
Pennsylvania
$253K – – –
SPC
780
Stewart & Patten Company
California
$252K – – –
LD
781
Lipe & Dalton
New York
$250K – – –
FMLI
782
Fukoku Mutual Life Insurance
Japan
$250K – – –
BCM
783
BTR Capital Management
California
$249K -$65.4K -880 -21%
NPPM
784
North Point Portfolio Managers
Ohio
$249K – – –
DP
785
Dearborn Partners
Illinois
$248K – – –
BIM
786
Bridges Investment Management
Nebraska
$248K – – –
LCM
787
Leisure Capital Management
California
$248K +$248K +3,342 New
CWM
788
Confluence Wealth Management
Oregon
$247K +$30.8K +415 +14%
ZIC
789
ZWJ Investment Counsel
Georgia
$244K – – –
LCM
790
Lucas Capital Management
New Jersey
$243K +$5.57K +75 +2%
FNBOO
791
First National Bank of Omaha
Nebraska
$242K -$112K -1,500 -32%
BIC
792
Beach Investment Counsel
Pennsylvania
$241K – – –
NSIM
793
North Star Investment Management
Illinois
$241K – – –
CWM
794
Cabot Wealth Management
Massachusetts
$241K – – –
EM
795
Excalibur Management
Massachusetts
$238K – – –
BOS
796
Bank of Stockton
California
$236K – – –
RG
797
Rathbones Group
United Kingdom
$236K +$4.45K +60 +2%
WSC
798
Wellington Shields & Co
New York
$235K – – –
MCM
799
McMillion Capital Management
North Carolina
$235K – – –
IIM
800
Ipswich Investment Management
Massachusetts
$235K – – –
30 31
32
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