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Dominion Energy
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Overview Fund Activity

965 hedge funds and large institutions have $28.2B invested in Dominion Energy in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 368 increasing their positions, 321 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+31
Holders Change %
+3.32%
% of All Funds
25.75%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.51%
New
94
Increased
368
Reduced
321
Closed
54
Calls
$233M
Puts
$51.8M
Net Calls
+$181M
Net Calls Change
+$112M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.56B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.16B
3
State Street
3
State Street
Massachusetts
$2.2B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.8B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$365M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.62B
2
UBS Group
2
UBS Group
Switzerland
$117M
3
Franklin Resources
3
Franklin Resources
California
$1.03B
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$3.15M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
801
McMillion Capital Management
North Carolina
$238K – – –
WSC
802
Wellington Shields & Co
New York
$238K – – –
BA
803
Boston Advisors
Massachusetts
$237K -$7.51K -100 -3%
SSIA
804
Spero-Smith Investment Advisers
Ohio
$237K -$7.51K -100 -3%
CICI
805
Capital Investment Counsel Inc
North Carolina
$237K – – –
PAM
806
Private Asset Management
California
$236K – – –
RG
807
Rathbones Group
United Kingdom
$234K – – –
GS
808
Girard Securities
California
$233K +$76 +1 +0%
JSAM
809
J. Safra Asset Management
New York
$233K +$233K +3,101 New
ACP
810
Ashfield Capital Partners
California
$231K – – –
CWM
811
Confluence Wealth Management
Oregon
$230K -$222K -2,961 -49%
DOA
812
D'Orazio & Associates
Virginia
$230K +$46.5K +621 +25%
TDC
813
Thompson Davis & Co
Virginia
$228K +$19K +253 +9%
IIM
814
Ipswich Investment Management
Massachusetts
$226K – – –
NFG
815
Next Financial Group
Texas
$226K +$18.6K +248 +9%
FBP
816
Flippin Bruce & Porter
Virginia
$225K -$7.5K -100 -3%
Lazard Asset Management
817
Lazard Asset Management
New York
$225K -$1.2K -16 -0.5%
CPA
818
Court Place Advisors
Maryland
$222K – – –
CG
819
Caprock Group
Idaho
$222K +$222K +2,952 New
AWP
820
Ascent Wealth Partners
New York
$221K +$221K +2,944 New
HIC
821
Holderness Investments Company
North Carolina
$220K +$220K +2,929 New
WFMPM
822
Woodley Farra Manion Portfolio Management
Indiana
$219K +$219K +2,910 New
SBH
823
Segall Bryant & Hamill
Illinois
$219K +$219K +2,912 New
MYAM
824
Meiji Yasuda Asset Management
Japan
$218K +$218K +2,905 New
RMDI
825
R.M. Davis Inc
Maine
$217K +$217K +2,895 New
31 32
33
34 35