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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
SFA
851
Sequoia Financial Advisors
Ohio
$213K
CBT
852
Central Bank & Trust
Kentucky
$213K +$15.1K +200 +8%
B
853
BancorpSouth
Mississippi
$212K +$206K +2,721 New
DOA
854
D'Orazio & Associates
Virginia
$211K
SFG
855
SevenBridge Financial Group
Pennsylvania
$211K +$151 +2 +0.1%
BA
856
Boston Advisors
Massachusetts
$210K
LCM
857
Leisure Capital Management
California
$210K
SCA
858
Salient Capital Advisors
Texas
$210K
RIM
859
Regent Investment Management
Kentucky
$209K +$204K +2,696 New
RMDI
860
R.M. Davis Inc
Maine
$208K -$16.3K -216 -7%
CPA
861
Capital Planning Advisors
California
$206K
EWM
862
Evermay Wealth Management
Virginia
$206K +$200K +2,650 New
BO
863
Bank OZK
Arkansas
$204K -$147K -1,938 -42%
WFMPM
864
Woodley Farra Manion Portfolio Management
Indiana
$204K
FBP
865
Flippin Bruce & Porter
Virginia
$202K -$26.5K -350 -12%
OCM
866
Orleans Capital Management
Louisiana
$202K +$197K +2,600 New
CC
867
Cannell & Co
New York
$202K +$197K +2,602 New
GWM
868
Greenwich Wealth Management
Connecticut
$202K +$197K +2,609 New
HI
869
Hendershot Investments
Virginia
$201K +$196K +2,593 New
CAI
870
Capital Advisors Inc
Oklahoma
$201K +$196K +2,596 New
KTC
871
Kistler-Tiffany Companies
Pennsylvania
$200K
BKA
872
Brick & Kyle Associates
Pennsylvania
$194K
GLI
873
Guardian Life Insurance
New York
$188K +$1.89K +25 +1%
BC
874
Bartlett & Co
Ohio
$184K -$20.1K -266 -10%
MMG
875
Monetary Management Group
Missouri
$178K -$15.1K -200 -8%

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.