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Dominion Energy
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Overview Fund Activity

972 hedge funds and large institutions have $30.7B invested in Dominion Energy in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 386 increasing their positions, 325 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
-19
Holders Change %
-1.92%
% of All Funds
25.98%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
51
Increased
386
Reduced
325
Closed
57
Calls
$131M
Puts
$110M
Net Calls
+$21.7M
Net Calls Change
-$135M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.49B
2
CBOA
Commonwealth Bank of Australia
Australia
$191M
3
Bank of America
Bank of America
North Carolina
$1.49B
4
EIP
Epoch Investment Partners
New York
$143M
5
Invesco
Invesco
Georgia
$566M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.49B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$384M
4
LM
Luminus Management
Texas
$39.7M
5
Cohen & Steers
Cohen & Steers
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
801
Duncker Streett & Co
Missouri
$235K +$32K +430 +16%
CICI
802
Capital Investment Counsel Inc
North Carolina
$234K – – –
PAM
803
Private Asset Management
California
$233K – – –
RBC
804
Ronald Blue & Co
Georgia
$233K +$74 +1 +0%
FPFS
805
First Personal Financial Services
North Carolina
$232K – – –
TWA
806
TCI Wealth Advisors
Arizona
$232K +$3.42K +46 +1%
NAMA
807
Nikko Asset Management Americas
New York
$230K -$356K -4,800 -61%
CA
808
Cornerstone Advisory
Maryland
$230K +$230K +3,095 New
GS
809
Girard Securities
California
$229K -$1.86K -25 -0.8%
ACP
810
Ashfield Capital Partners
California
$228K – – –
DOA
811
D'Orazio & Associates
Virginia
$228K – – –
CIC
812
Crawford Investment Counsel
Georgia
$225K – – –
CG
813
Caprock Group
Idaho
$219K – – –
AWP
814
Ascent Wealth Partners
New York
$219K – – –
CM
815
Capital Management
Virginia
$219K +$74 +1 +0%
HIC
816
Holderness Investments Company
North Carolina
$218K -$131K -1,765 -38%
BA
817
Boston Advisors
Massachusetts
$217K -$17.8K -240 -8%
WFMPM
818
Woodley Farra Manion Portfolio Management
Indiana
$216K – – –
RMDI
819
R.M. Davis Inc
Maine
$215K – – –
NCM
820
Novare Capital Management
North Carolina
$215K +$1.86K +25 +0.9%
MWM
821
Modera Wealth Management
New Jersey
$211K -$4.47K -60 -2%
SSIA
822
Spero-Smith Investment Advisers
Ohio
$209K -$17.9K -241 -8%
CPA
823
Court Place Advisors
Maryland
$209K -$10.2K -138 -5%
PP
824
Paloma Partners
Connecticut
$209K +$209K +2,810 New
FBP
825
Flippin Bruce & Porter
Virginia
$208K -$14.9K -200 -7%
31 32
33
34 35