We are live on ! Find out more
D icon

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
DP
826
Dearborn Partners
Illinois
$244K
PAM
827
Private Asset Management
California
$244K
NFG
828
Next Financial Group
Texas
$241K -$580K -7,668 -71%
ICOA
829
Investment Centers of America
North Dakota
$241K +$3.1K +41 +1%
SSWM
830
Sheets Smith Wealth Management
North Carolina
$239K +$5.9K +78 +3%
TWA
831
TCI Wealth Advisors
Arizona
$238K -$4.69K -62 -2%
Mariner
832
Mariner
Kansas
$237K -$238K -3,148 -51%
WPW
833
Waldron Private Wealth
Pennsylvania
$236K +$236K +3,126 New
CIC
834
Crawford Investment Counsel
Georgia
$235K -$11K -146 -5%
BOS
835
Bank of Stockton
California
$235K -$3.78K -50 -2%
Lazard Asset Management
836
Lazard Asset Management
New York
$232K -$15.9K -210 -7%
CWM
837
Cabot Wealth Management
Massachusetts
$232K
CG
838
Cutler Group
California
$229K -$101K -1,335 -31%
CM
839
Capital Management
Virginia
$229K +$76 +1 +0%
BMCM
840
Bryn Mawr Capital Management
Pennsylvania
$229K +$224K +2,957 New
AWP
841
Ascent Wealth Partners
New York
$228K
WEC
842
Winslow Evans & Crocker
Massachusetts
$227K -$104K -1,380 -32%
CPA
843
Court Place Advisors
Maryland
$227K +$2.12K +28 +1%
DLA
844
Douglas Lane & Associates
New York
$224K -$32.8K -433 -13%
HWA
845
HCR Wealth Advisors
California
$224K -$10.3K -136 -5%
MI
846
Markston International
New York
$221K -$53K -700 -20%
ST
847
Sabal Trust
Florida
$220K -$26.5K -350 -11%
MWM
848
Modera Wealth Management
New Jersey
$220K
CC
849
Courier Capital
New York
$216K +$76 +1 +0%
Fayez Sarofim & Co
850
Fayez Sarofim & Co
Texas
$213K -$7.57K -100 -4%

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.