D icon

Dominion Energy
D

Overview Fund Activity

991 hedge funds and large institutions have $31.3B invested in Dominion Energy in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 431 increasing their positions, 275 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+26
Holders Change %
+2.69%
% of All Funds
26.48%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
75
Increased
431
Reduced
275
Closed
40
Calls
$236M
Puts
$78.9M
Net Calls
+$157M
Net Calls Change
-$24M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.97B
2
Franklin Resources
2
Franklin Resources
California
$1.32B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.08B
4
Bank of America
4
Bank of America
North Carolina
$1.41B
5
Invesco
5
Invesco
Georgia
$465M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$16.4M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$37.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$11.1M
4
GE
4
General Electric
Ohio
$29.5M
5
WHRC
5
W.H. Reaves & Co
New Jersey
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
801
Cabot Wealth Management
Massachusetts
$253K +$253K +3,247 New
BAC
802
Boys Arnold & Co
North Carolina
$252K +$252K +3,240 New
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$250K – – –
WRM
804
Westport Resources Management
Connecticut
$250K – – –
LCM
805
Lucas Capital Management
New Jersey
$249K – – –
EM
806
Excalibur Management
Massachusetts
$249K – – –
BOS
807
Bank of Stockton
California
$248K -$50.7K -650 -17%
WSC
808
Wellington Shields & Co
New York
$247K – – –
ATC
809
Adirondack Trust Company
New York
$247K – – –
MCM
810
McMillion Capital Management
North Carolina
$247K – – –
IIM
811
Ipswich Investment Management
Massachusetts
$247K – – –
NA
812
Navellier & Associates
Nevada
$247K +$247K +3,173 New
CICI
813
Capital Investment Counsel Inc
North Carolina
$246K – – –
BA
814
Boston Advisors
Massachusetts
$246K – – –
PAM
815
Private Asset Management
California
$245K – – –
RBC
816
Ronald Blue & Co
Georgia
$244K -$3.04K -39 -1%
LWA
817
Lebenthal Wealth Advisors
New York
$244K +$244K +3,131 New
RG
818
Rathbones Group
United Kingdom
$243K – – –
GS
819
Girard Securities
California
$243K +$1.95K +25 +0.8%
FPFS
820
First Personal Financial Services
North Carolina
$243K +$239K +3,069 +6,018%
TWA
821
TCI Wealth Advisors
Arizona
$240K -$8.98K -115 -4%
DOA
822
D'Orazio & Associates
Virginia
$240K – – –
SSIA
823
Spero-Smith Investment Advisers
Ohio
$239K -$7.82K -100 -3%
ACP
824
Ashfield Capital Partners
California
$239K – – –
PAM
825
Premier Asset Management
Illinois
$239K +$239K +3,070 New
31 32
33
34 35