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Dominion Energy
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Overview Fund Activity

1,018 hedge funds and large institutions have $31.7B invested in Dominion Energy in 2016 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 354 increasing their positions, 351 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+46
Holders Change %
+4.73%
% of All Funds
25.49%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.3%
New
115
Increased
354
Reduced
351
Closed
54
Calls
$128M
Puts
$136M
Net Calls
-$7.85M
Net Calls Change
-$29.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$325M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.23B
3
Asset Management One
3
Asset Management One
Japan
$84.5M
4
Bank of America
4
Bank of America
North Carolina
$1.6B
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$549M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.59B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.46B
3
BFA
3
BlackRock Fund Advisors
California
$1.05B
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
TIM
5
Thornburg Investment Management
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
826
Lucas Capital Management
New Jersey
$251K – – –
PA
827
Parallel Advisors
California
$250K +$250K +3,270 New
FNBOO
828
First National Bank of Omaha
Nebraska
$249K – – –
BCM
829
BTR Capital Management
California
$249K – – –
BIC
830
Beach Investment Counsel
Pennsylvania
$249K – – –
Lazard Asset Management
831
Lazard Asset Management
New York
$245K -$124K -1,631 -34%
ST
832
Sabal Trust
Florida
$244K -$20.9M -272,567 -99%
CIC
833
Crawford Investment Counsel
Georgia
$244K +$11.2K +146 +5%
FMLI
834
Fukoku Mutual Life Insurance
Japan
$243K -$15.3K -200 -6%
IIM
835
Ipswich Investment Management
Massachusetts
$243K – – –
PFO
836
Pathstone Family Office
New Jersey
$243K +$243K +3,179 New
MCM
837
McMillion Capital Management
North Carolina
$242K – – –
CICI
838
Capital Investment Counsel Inc
North Carolina
$242K – – –
DP
839
Dearborn Partners
Illinois
$241K -$15.3K -200 -6%
PAM
840
Private Asset Management
California
$240K – – –
TWA
841
TCI Wealth Advisors
Arizona
$240K +$1.22K +16 +0.5%
CWM
842
Confluence Wealth Management
Oregon
$237K -$18.4K -240 -7%
BOS
843
Bank of Stockton
California
$236K -$7.66K -100 -3%
ACP
844
Ashfield Capital Partners
California
$235K – – –
ICOA
845
Investment Centers of America
North Dakota
$233K +$233K +3,033 New
RWM
846
Ritholtz Wealth Management
New York
$233K +$233K +3,042 New
HWA
847
HCR Wealth Advisors
California
$231K +$231K +3,021 New
SSWM
848
Sheets Smith Wealth Management
North Carolina
$230K +$230K +3,003 New
CWM
849
Cabot Wealth Management
Massachusetts
$229K -$19.7K -257 -8%
Cerity Partners
850
Cerity Partners
New York
$229K +$229K +2,989 New
32 33
34
35 36