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Dominion Energy
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Overview Fund Activity

1,132 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, 349 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+96
Holders Change %
+9.27%
% of All Funds
25.71%
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
349
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
Morgan Stanley
Morgan Stanley
New York
+$120M
3
WHRC
W.H. Reaves & Co
New Jersey
+$62M
4
CBOA
Commonwealth Bank of Australia
Australia
+$61.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$182M
2
Franklin Resources
Franklin Resources
California
-$90.4M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$52.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
801
Sadoff Investment Management
Wisconsin
$377K -$7.95K -98 -2%
LIM
802
Leavell Investment Management
Alabama
$377K +$16.2K +200 +4%
IFWM
803
Institute for Wealth Management
Colorado
$377K +$377K +4,647 New
LSAG
804
Lake Street Advisors Group
New Hampshire
$376K +$376K +4,633 New
PI
805
PineBridge Investments
New York
$375K -$26.5K -327 -7%
LFG
806
LifePlan Financial Group
Ohio
$375K – – –
NIM
807
Northeast Investment Management
Massachusetts
$371K – – –
LTI
808
Laffer Tengler Investments
Tennessee
$371K +$371K +4,571 New
SFP
809
Shepherd Financial Partners
Massachusetts
$369K – – –
Fisher Asset Management
810
Fisher Asset Management
Washington
$369K +$128K +1,579 +53%
PHS
811
Pekin Hardy Strauss
Illinois
$367K – – –
MHIC
812
Marble Harbor Investment Counsel
Massachusetts
$366K -$48.7K -600 -12%
Dodge & Cox
813
Dodge & Cox
California
$366K -$16.2K -200 -4%
PWAP
814
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$364K – – –
TAM
815
Taurus Asset Management
New York
$364K +$11.3K +140 +3%
NRS
816
Neville Rodie & Shaw
New York
$364K +$59.2K +730 +19%
ST
817
Spinnaker Trust
Maine
$362K -$26.1K -323 -7%
GAG
818
GM Advisory Group
New York
$362K – – –
TAM
819
Tiverton Asset Management
Delaware
$362K +$3K +37 +0.8%
GWS
820
Glassman Wealth Services
Virginia
$362K +$350K +4,308 +2,797%
SFSG
821
Stearns Financial Services Group
North Carolina
$360K +$360K +4,442 New
CC
822
Courier Capital
New York
$357K – – –
PCM
823
Penserra Capital Management
California
$357K +$39.7K +490 +13%
TSS
824
Two Sigma Securities
New York
$357K +$357K +4,404 New
SI
825
SII Investments
Wisconsin
$352K -$101K -1,251 -22%
31 32
33
34 35