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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
LJHT
776
Laurie J. Hall Trustee
$292K -$51.1K -675 -15%
AMG
777
Advisors Management Group
Wisconsin
$291K
NRS
778
Neville Rodie & Shaw
New York
$291K
TFF
779
The Family Firm
Maryland
$290K +$378 +5 +0.1%
RCAG
780
Rehmann Capital Advisory Group
Michigan
$289K +$18.6K +246 +7%
ARMT
781
Amica Retiree Medical Trust
Rhode Island
$287K
GT
782
Greenleaf Trust
Michigan
$286K +$279K +3,688 New
ZIC
783
ZWJ Investment Counsel
Georgia
$285K -$10.3K -136 -4%
SCI
784
Stableford Capital II
Arizona
$284K +$277K +3,660 New
FNBOO
785
First National Bank of Omaha
Nebraska
$283K +$30.3K +400 +12%
YWP
786
YorkBridge Wealth Partners
New York
$282K +$17.8K +235 +7%
FANJ
787
Financial Architects (New Jersey)
New Jersey
$282K +$74K +978 +37%
GJIC
788
Gamble Jones Investment Counsel
California
$279K +$1.59K +21 +0.6%
FMWA
789
Forvis Mazars Wealth Advisors
Missouri
$278K +$70.4K +931 +35%
FWCM
790
Ferguson Wellman Capital Management
Oregon
$277K
I
791
IberiaBank
Louisiana
$275K -$13.9K -184 -5%
BTNA
792
Bremer Trust National Association
Minnesota
$275K -$12K -158 -4%
MCM
793
Manchester Capital Management
Vermont
$275K +$151 +2 +0.1%
RP
794
Rowlandmiller & Partners
Georgia
$275K
PA
795
Perennial Advisors
New York
$272K
FFBTD
796
First Financial Bank - Trust Division
Ohio
$271K -$18.9K -250 -7%
SRC
797
Stone Run Capital
New York
$271K
ATC
798
Adirondack Trust Company
New York
$269K +$1.51K +20 +0.6%
AGM
799
Alpine Global Management
New York
$269K +$262K +3,468 New
HIMC
800
Heritage Investors Management Corp
Maryland
$268K -$24.6K -325 -9%

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.