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Dominion Energy

992 hedge funds and large institutions have $31.3B invested in Dominion Energy in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 431 increasing their positions, 275 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $236M | Put options by funds: $78.9M

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 275

11% more capital invested

Capital invested by funds: $28.2B → $31.3B (+$3.14B)

3% more funds holding

Funds holding: 965992 (+27)

0.33% less ownership

Funds ownership: 65.67%65.34% (-0.33%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
992
Holders Change
+27
Holders Change %
+2.8%
% of All Funds
26.47%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
431
Reduced
275
Closed
40
Calls
$236M
Puts
$78.9M
Net Calls
+$157M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
801
North Star Investment Management
Illinois
$253K
CWM
802
Cabot Wealth Management
Massachusetts
$253K +$236K +3,247 New
BAC
803
Boys Arnold & Co
North Carolina
$252K +$235K +3,240 New
LOAMS
804
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K
WRM
805
Westport Resources Management
Connecticut
$250K
EM
806
Excalibur Management
Massachusetts
$249K
LCM
807
Lucas Capital Management
New Jersey
$249K
BOS
808
Bank of Stockton
California
$248K -$47.2K -650 -17%
ATC
809
Adirondack Trust Company
New York
$247K
IIM
810
Ipswich Investment Management
Massachusetts
$247K
MCM
811
McMillion Capital Management
North Carolina
$247K
WSC
812
Wellington Shields & Co
New York
$247K
NA
813
Navellier & Associates
Nevada
$247K +$230K +3,173 New
BA
814
Boston Advisors
Massachusetts
$246K
CICI
815
Capital Investment Counsel Inc
North Carolina
$246K
PAM
816
Private Asset Management
California
$245K
RBC
817
Ronald Blue & Co
Georgia
$244K -$2.83K -39 -1%
LWA
818
Lebenthal Wealth Advisors
New York
$244K +$227K +3,131 New
RG
819
Rathbones Group
United Kingdom
$243K
GS
820
Girard Securities
California
$243K +$1.81K +25 +0.8%
FPFS
821
First Personal Financial Services
North Carolina
$243K +$223K +3,069 +6,018%
TWA
822
TCI Wealth Advisors
Arizona
$240K -$8.34K -115 -4%
DOA
823
D'Orazio & Associates
Virginia
$240K
SSIA
824
Spero-Smith Investment Advisers
Ohio
$239K -$7.26K -100 -3%
ACP
825
Ashfield Capital Partners
California
$239K

D Hedge Fund Activity: Q2 2016 in Review

992 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2016, worth a combined $31.3B — up 11% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new D positions and 40 closed out — a net gain of 36 holders — while 431 added to existing stakes and 275 trimmed.

The largest buyer was Capital World Investors, adding an estimated $329M. The largest seller was Royal London Asset Management, cutting an estimated $774M.

  • 992 institutional investors held Dominion Energy (D) as of Q2 2016, up from 965 in Q1 2016.
  • Funds reported $31.3B of Dominion Energy stock for Q2 2016, up 11% quarter-over-quarter.
  • 76 funds opened new Dominion Energy positions in Q2 2016 and 40 closed out, a net change of +36 holders.
  • The largest Dominion Energy buyer in Q2 2016 was Capital World Investors, an estimated $329M added.
  • The largest Dominion Energy seller in Q2 2016 was Royal London Asset Management, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2016.