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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
801
Whitegate Investment Counselors
New Hampshire
$268K +$7.57K +100 +3%
RPA
802
Rock Point Advisors
Vermont
$267K
IIC
803
Integrated Investment Consultants
Michigan
$266K +$40.4K +534 +18%
ACI
804
Alpha Cubed Investments
California
$266K +$260K +3,431 New
WA
805
Wheatland Advisors
Pennsylvania
$265K
FHA
806
Flagship Harbor Advisors
Massachusetts
$265K +$256K +3,384 New
HIC
807
Holderness Investments Company
North Carolina
$264K +$35.9K +475 +16%
PA
808
Parallel Advisors
California
$263K +$12.6K +167 +5%
LD
809
Lipe & Dalton
New York
$261K
NPPM
810
North Point Portfolio Managers
Ohio
$260K
CG
811
Caprock Group
Idaho
$260K +$38.4K +507 +18%
PL
812
Parkwood LLC
Ohio
$256K -$26.7K -353 -10%
SPC
813
Stewart & Patten Company
California
$256K -$7.57K -100 -3%
BIM
814
Bridges Investment Management
Nebraska
$254K -$5.67K -75 -2%
LCM
815
Lucas Capital Management
New Jersey
$254K
HCM
816
Howland Capital Management
Massachusetts
$253K -$15.1K -200 -6%
UAS
817
United Asset Strategies
New York
$253K -$1.36K -18 -0.5%
BIC
818
Beach Investment Counsel
Pennsylvania
$252K
CWM
819
Confluence Wealth Management
Oregon
$250K +$10.3K +136 +4%
NCM
820
Novare Capital Management
North Carolina
$250K +$32.9K +435 +16%
PFO
821
Pathstone Family Office
New Jersey
$249K +$1.51K +20 +0.6%
LOAMS
822
Lombard Odier Asset Management (Switzerland)
Switzerland
$248K +$242K +3,203 New
FMLI
823
Fukoku Mutual Life Insurance
Japan
$246K
IIM
824
Ipswich Investment Management
Massachusetts
$246K
MCM
825
McMillion Capital Management
North Carolina
$246K

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.