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Dominion Energy

1,133 hedge funds and large institutions have $34.5B invested in Dominion Energy in 2017 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 430 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 54

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $163M | Put options by funds: $144M

9% more funds holding

Funds holding: 1,0371,133 (+96)

7% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.17B)

0.79% more ownership

Funds ownership: 65.48%66.27% (+0.79%)

Holders
1,133
Holders Change
+96
Holders Change %
+9.26%
% of All Funds
25.7%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
159
Increased
430
Reduced
350
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
801
ZWJ Investment Counsel
Georgia
$379K +$81K +1,000 +27%
SIM
802
Sadoff Investment Management
Wisconsin
$377K -$7.94K -98 -2%
LIM
803
Leavell Investment Management
Alabama
$377K +$16.2K +200 +4%
IFWM
804
Institute for Wealth Management
Colorado
$377K +$376K +4,647 New
LSAG
805
Lake Street Advisors Group
New Hampshire
$376K +$375K +4,633 New
PI
806
PineBridge Investments
New York
$375K -$26.5K -327 -7%
LFG
807
LifePlan Financial Group
Ohio
$375K
NIM
808
Northeast Investment Management
Massachusetts
$371K
LTI
809
Laffer Tengler Investments
Tennessee
$371K +$370K +4,571 New
SFP
810
Shepherd Financial Partners
Massachusetts
$369K
Fisher Asset Management
811
Fisher Asset Management
Washington
$369K +$128K +1,579 +53%
PHS
812
Pekin Hardy Strauss
Illinois
$367K
MHIC
813
Marble Harbor Investment Counsel
Massachusetts
$366K -$48.6K -600 -12%
Dodge & Cox
814
Dodge & Cox
California
$366K -$16.2K -200 -4%
PWAP
815
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$364K
TAM
816
Taurus Asset Management
New York
$364K +$11.3K +140 +3%
NRS
817
Neville Rodie & Shaw
New York
$364K +$59.1K +730 +19%
ST
818
Spinnaker Trust
Maine
$362K -$26.2K -323 -7%
GAG
819
GM Advisory Group
New York
$362K
TAM
820
Tiverton Asset Management
Delaware
$362K +$3K +37 +0.8%
GWS
821
Glassman Wealth Services
Virginia
$362K +$349K +4,308 +2,797%
SFSG
822
Stearns Financial Services Group
North Carolina
$360K +$360K +4,442 New
CC
823
Courier Capital
New York
$357K
PCM
824
Penserra Capital Management
California
$357K +$39.7K +490 +13%
TSS
825
Two Sigma Securities
New York
$357K +$357K +4,404 New

D Hedge Fund Activity: Q4 2017 in Review

1,133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2017, worth a combined $34.5B — up 6.7% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new D positions and 54 closed out — a net gain of 105 holders — while 430 added to existing stakes and 350 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $182M.

  • 1,133 institutional investors held Dominion Energy (D) as of Q4 2017, up from 1,037 in Q3 2017.
  • Funds reported $34.5B of Dominion Energy stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 159 funds opened new Dominion Energy positions in Q4 2017 and 54 closed out, a net change of +105 holders.
  • The largest Dominion Energy buyer in Q4 2017 was BlackRock, an estimated $154M added.
  • The largest Dominion Energy seller in Q4 2017 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2017.