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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
CIA
851
CCM Investment Advisers
South Carolina
$246K -$593K -7,550 -70%
CWM
852
Confluence Wealth Management
Oregon
$246K -$1.26K -16 -0.5%
LOAMS
853
Lombard Odier Asset Management (Switzerland)
Switzerland
$245K
PFO
854
Pathstone Family Office
New Jersey
$244K -$1.57K -20 -0.6%
DLA
855
Douglas Lane & Associates
New York
$244K +$23K +293 +10%
PCMI
856
Princeton Capital Management Inc
New Jersey
$243K -$52.7K -670 -17%
FMLI
857
Fukoku Mutual Life Insurance
Japan
$243K
MCM
858
McMillion Capital Management
North Carolina
$243K
ST
859
Sabal Trust
Florida
$242K +$25.9K +329 +12%
SSW
860
Smith Shellnut Wilson
Mississippi
$242K +$244K +3,102 New
DP
861
Dearborn Partners
Illinois
$241K
PAM
862
Private Asset Management
California
$241K
BKA
863
Brick & Kyle Associates
Pennsylvania
$241K +$51.1K +650 +26%
SSWM
864
Sheets Smith Wealth Management
North Carolina
$238K +$2.04K +26 +0.8%
SBH
865
Segall Bryant & Hamill
Illinois
$238K +$244K +3,101 New
TWA
866
TCI Wealth Advisors
Arizona
$236K
NFG
867
Next Financial Group
Texas
$234K -$3.85K -49 -2%
CIC
868
Crawford Investment Counsel
Georgia
$233K
B
869
BancorpSouth
Mississippi
$233K +$25.2K +321 +12%
RWM
870
Ritholtz Wealth Management
New York
$233K +$239K +3,042 New
ACI
871
Alpha Cubed Investments
California
$232K -$31.4K -399 -12%
BFA
872
Beaumont Financial Advisors
Massachusetts
$231K -$5.92M -75,329 -96%
Lazard Asset Management
873
Lazard Asset Management
New York
$229K
BMCM
874
Bryn Mawr Capital Management
Pennsylvania
$228K +$943 +12 +0.4%
HI
875
Hudock Inc
Pennsylvania
$228K +$65.6K +835 +39%

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.