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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
SAM
876
Summit Asset Management
Tennessee
$227K +$233K +2,963 New
BIC
877
Beach Investment Counsel
Pennsylvania
$226K -$23.6K -300 -9%
CM
878
Capital Management
Virginia
$226K +$157 +2 +0.1%
RMDI
879
R.M. Davis Inc
Maine
$226K +$21.5K +274 +10%
WEC
880
Winslow Evans & Crocker
Massachusetts
$224K -$79 -1 -0%
BOS
881
Bank of Stockton
California
$224K -$7.86K -100 -3%
CPA
882
Court Place Advisors
Maryland
$224K
RA
883
Rational Advisors
New York
$222K +$228K +2,900 New
HWA
884
HCR Wealth Advisors
California
$218K -$2.75K -35 -1%
MWM
885
Modera Wealth Management
New Jersey
$217K
BO
886
Bank OZK
Arkansas
$217K +$15.6K +199 +8%
KA
887
Kovack Advisors
Florida
$214K +$220K +2,799 New
CC
888
Courier Capital
New York
$213K
SFA
889
Sequoia Financial Advisors
Ohio
$211K
SFM
890
Signet Financial Management
New Jersey
$211K +$216K +2,750 New
Fayez Sarofim & Co
891
Fayez Sarofim & Co
Texas
$210K
Fisher Asset Management
892
Fisher Asset Management
Washington
$210K +$216K +2,746 New
RIM
893
Regent Investment Management
Kentucky
$207K
SCA
894
Salient Capital Advisors
Texas
$207K
GT
895
Greenleaf Trust
Michigan
$204K -$80.3K -1,021 -28%
EWM
896
Evermay Wealth Management
Virginia
$203K
S
897
SignatureFD
Georgia
$203K +$208K +2,648 New
WFMPM
898
Woodley Farra Manion Portfolio Management
Indiana
$202K
LCM
899
Leisure Capital Management
California
$201K -$6.92K -88 -3%
CWM
900
Cornerstone Wealth Management
Missouri
$200K +$207K +2,637 New

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.