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Dominion Energy

1,133 hedge funds and large institutions have $34.5B invested in Dominion Energy in 2017 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 430 increasing their positions, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 54

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $163M | Put options by funds: $144M

9% more funds holding

Funds holding: 1,0371,133 (+96)

7% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.17B)

0.79% more ownership

Funds ownership: 65.48%66.27% (+0.79%)

Holders
1,133
Holders Change
+96
Holders Change %
+9.26%
% of All Funds
25.7%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
159
Increased
430
Reduced
350
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
851
Forvis Mazars Wealth Advisors
Missouri
$312K -$9.07K -112 -3%
SA
852
Strategic Advisors
New York
$312K +$312K +3,852 New
WIP
853
Wellesley Investment Partners
Massachusetts
$311K +$81 +1 +0%
SFA
854
Sequoia Financial Advisors
Ohio
$311K +$20.7K +256 +7%
BAM
855
Belpointe Asset Management
Nevada
$311K +$28.2K +348 +10%
PIM
856
Penobscot Investment Management
Massachusetts
$310K
ST
857
Sabal Trust
Florida
$309K +$69.2K +854 +29%
Koshinski Asset Management
858
Koshinski Asset Management
Illinois
$306K +$306K +3,779 New
DC
859
DeDora Capital
California
$305K +$304K +3,758 New
AMG
860
Advisors Management Group
Wisconsin
$304K
LJHT
861
Laurie J. Hall Trustee
$304K
GW
862
GW & Wade
Massachusetts
$300K -$153K -1,891 -34%
ERIM
863
Eagle Ridge Investment Management
Connecticut
$300K
FNBOO
864
First National Bank of Omaha
Nebraska
$300K
AIM
865
Avity Investment Management
Connecticut
$300K +$300K +3,700 New
OCM
866
Orleans Capital Management
Louisiana
$298K +$28.4K +350 +11%
MPI
867
Mairs & Power Inc
Minnesota
$297K -$22.4K -277 -7%
IIM
868
Ipswich Investment Management
Massachusetts
$297K
AWM
869
Aevitas Wealth Management
Massachusetts
$294K +$294K +3,626 New
CA
870
Calton & Associates
Florida
$293K +$314K +3,882 New
GSBTD
871
Glenview State Bank Trust Department
Illinois
$292K
GJIC
872
Gamble Jones Investment Counsel
California
$291K
UC
873
Unio Capital
New Jersey
$290K +$290K +3,575 New
MCM
874
McMillion Capital Management
North Carolina
$289K +$32.4K +400 +13%
FAB
875
First American Bank
Illinois
$287K +$287K +3,546 New

D Hedge Fund Activity: Q4 2017 in Review

1,133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2017, worth a combined $34.5B — up 6.7% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new D positions and 54 closed out — a net gain of 105 holders — while 430 added to existing stakes and 350 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $182M.

  • 1,133 institutional investors held Dominion Energy (D) as of Q4 2017, up from 1,037 in Q3 2017.
  • Funds reported $34.5B of Dominion Energy stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 159 funds opened new Dominion Energy positions in Q4 2017 and 54 closed out, a net change of +105 holders.
  • The largest Dominion Energy buyer in Q4 2017 was BlackRock, an estimated $154M added.
  • The largest Dominion Energy seller in Q4 2017 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2017.