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Dominion Energy

1,044 hedge funds and large institutions have $32.1B invested in Dominion Energy in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 380 increasing their positions, 367 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 43

3% more funds holding

Funds holding: 1,0121,044 (+32)

4% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 367

0.29% less ownership

Funds ownership: 66.89%66.59% (-0.29%)

1% less capital invested

Capital invested by funds: $32.6B → $32.1B (-$466M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

57% less call options, than puts

Call options by funds: $118M | Put options by funds: $275M

Holders
1,044
Holders Change
+32
Holders Change %
+3.16%
% of All Funds
26.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
87
Increased
380
Reduced
367
Closed
43
Calls
$118M
Puts
$275M
Net Calls
-$157M
Net Calls Change
-$86.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
826
Gerber Kawasaki Wealth & Investment Management
California
$270K -$24.1K -307 -8%
SM
827
Sciencast Management
New Jersey
$269K +$276K +3,510 New
NAMP
828
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$268K -$110K -1,400 -29%
SRC
829
Stone Run Capital
New York
$268K
JWM
830
Jacobus Wealth Management
Wisconsin
$268K +$275K +3,500 New
RP
831
Rowlandmiller & Partners
Georgia
$267K -$4.72K -60 -2%
MCM
832
Manchester Capital Management
Vermont
$264K -$7.78K -99 -3%
RPA
833
Rock Point Advisors
Vermont
$264K
WIC
834
Whitegate Investment Counselors
New Hampshire
$264K
BIM
835
Bridges Investment Management
Nebraska
$264K +$13.8K +175 +5%
RBC
836
Ronald Blue & Co
Georgia
$263K -$29.1K -370 -10%
IIC
837
Integrated Investment Consultants
Michigan
$263K
PA
838
Perennial Advisors
New York
$262K -$6.84K -87 -2%
PCM
839
Penserra Capital Management
California
$262K +$270K +3,430 New
WA
840
Wheatland Advisors
Pennsylvania
$261K
LD
841
Lipe & Dalton
New York
$258K
ATC
842
Adirondack Trust Company
New York
$257K -$9.43K -120 -3%
NPPM
843
North Point Portfolio Managers
Ohio
$257K
YWP
844
YorkBridge Wealth Partners
New York
$256K -$23K -293 -8%
HIMC
845
Heritage Investors Management Corp
Maryland
$253K -$11.8K -150 -4%
SPC
846
Stewart & Patten Company
California
$253K
LCM
847
Lucas Capital Management
New Jersey
$251K
HCM
848
Howland Capital Management
Massachusetts
$250K
UAS
849
United Asset Strategies
New York
$250K
FFBTD
850
First Financial Bank - Trust Division
Ohio
$249K -$19.7K -250 -7%

D Hedge Fund Activity: Q2 2017 in Review

1,044 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2017, worth a combined $32.1B — down 1.4% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new D positions and 43 closed out — a net gain of 44 holders — while 380 added to existing stakes and 367 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $125M. The largest seller was Capital Research Global Investors, cutting an estimated $195M.

  • 1,044 institutional investors held Dominion Energy (D) as of Q2 2017, up from 1,012 in Q1 2017.
  • Funds reported $32.1B of Dominion Energy stock for Q2 2017, down 1.4% quarter-over-quarter.
  • 87 funds opened new Dominion Energy positions in Q2 2017 and 43 closed out, a net change of +44 holders.
  • The largest Dominion Energy buyer in Q2 2017 was Janus Henderson Group, an estimated $125M added.
  • The largest Dominion Energy seller in Q2 2017 was Capital Research Global Investors, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.