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Dominion Energy

896 hedge funds and large institutions have $24.1B invested in Dominion Energy in 2015 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 294 increasing their positions, 361 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $154M | Put options by funds: $68.8M

0.68% more ownership

Funds ownership: 60.29%60.97% (+0.68%)

4% less capital invested

Capital invested by funds: $25.1B → $24.1B (-$1.04B)

3% less funds holding

Funds holding: 923896 (-27)

19% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 361

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
896
Holders Change
-27
Holders Change %
-2.93%
% of All Funds
24.14%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.38%
New
42
Increased
294
Reduced
361
Closed
58
Calls
$154M
Puts
$68.8M
Net Calls
+$84.8M
Net Calls Change
-$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
801
Cowen Prime Advisors
New York
$134K
HIM
802
Hillsdale Investment Management
Ontario, Canada
$134K +$42.2K +600 +43%
WCM
803
Wealthcare Capital Management
Virginia
$132K -$415K -5,900 -75%
LNB
804
Ledyard National Bank
$130K -$10.1K -144 -7%
TC
805
Trust Company
Kansas
$129K +$135K +1,922 New
WTB
806
Washington Trust Bank
Washington
$127K
KA
807
Klingman & Associates
New York
$120K
MBT
808
Monroe Bank & Trust
Michigan
$120K
AP
809
Atwood & Palmer
Missouri
$116K
BRWM
810
B. Riley Wealth Management
Tennessee
$114K -$20.9K -297 -15%
PSI
811
Pinnacle Summer Investments
Virginia
$113K +$774 +11 +0.7%
ASN
812
Advisory Services Network
Georgia
$102K -$17.5K -249 -14%
AF
813
Allworth Financial
California
$102K +$141 +2 +0.1%
IWMPD
814
Integrated Wealth Management (Palm Desert)
California
$101K -$1.9K -27 -2%
HI
815
Hudock Inc
Pennsylvania
$100K
SIA
816
SeaBridge Investment Advisors
New Jersey
$95K
HPBT
817
High Point Bank & Trust
North Carolina
$93K -$28.1K -400 -22%
BWA
818
Burt Wealth Advisors
Maryland
$87K
Manulife (Manufacturers Life Insurance)
819
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.7K -$240K -3,408 -0.3%
GI
820
Gradient Investments
Minnesota
$86K
TCM
821
Tradewinds Capital Management
Washington
$82K +$844 +12 +1%
PMFA
822
Plante Moran Financial Advisors
Michigan
$81K -$4.79K -68 -5%
AWS
823
Aris Wealth Services
Pennsylvania
$80K +$41.9K +596 +99%
KCPG
824
Kavar Capital Partners Group
Kansas
$80K +$84.4K +1,200 New
MA
825
MCF Advisors
Kentucky
$78K -$6.05K -86 -7%

D Hedge Fund Activity: Q2 2015 in Review

896 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2015, worth a combined $24.1B — down 4.2% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of D and 42 opened new positions — a net loss of 16 holders — while 361 trimmed existing stakes and 294 added.

The largest buyer was Capital Research Global Investors, adding an estimated $333M. The largest seller was State Street, cutting an estimated $93.8M.

  • 896 institutional investors held Dominion Energy (D) as of Q2 2015, down from 923 in Q1 2015.
  • Funds reported $24.1B of Dominion Energy stock for Q2 2015, down 4.2% quarter-over-quarter.
  • 42 funds opened new Dominion Energy positions in Q2 2015 and 58 closed out, a net change of -16 holders.
  • The largest Dominion Energy buyer in Q2 2015 was Capital Research Global Investors, an estimated $333M added.
  • The largest Dominion Energy seller in Q2 2015 was State Street, an estimated $93.8M sold.

Based on aggregated 13F filings for Q2 2015.