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Dominion Energy
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Overview Fund Activity

923 hedge funds and large institutions have $25.1B invested in Dominion Energy in 2015 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 327 increasing their positions, 359 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-13
Holders Change %
-1.39%
% of All Funds
24.62%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
57
Increased
327
Reduced
359
Closed
59
Calls
$150M
Puts
$57.4M
Net Calls
+$92.1M
Net Calls Change
+$68.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$614M
2
Franklin Resources
2
Franklin Resources
California
$1.08B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.17B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.22B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.38B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$102M
2
Millennium Management
2
Millennium Management
New York
$16.5M
3
EA
3
Euclid Advisors
Connecticut
$0
4
EIP
4
Epoch Investment Partners
New York
$1.02M
5
State Street
5
State Street
Massachusetts
$2B
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
901
Bollard Group
Massachusetts
$14K – – –
TJHA
902
Thomas J. Herzfeld Advisors
Florida
$14K +$6.72K +96 +92%
RIA
903
Regal Investment Advisors
Michigan
$14K +$14K +200 New
FPFS
904
First Personal Financial Services
North Carolina
$13K – – –
IMS
905
Index Management Solutions
Pennsylvania
$12K -$999K -13,730 -99%
DBT
906
Dubuque Bank & Trust
Iowa
$12K – – –
LIM
907
Lagoda Investment Management
New York
$10K -$4.29K -60 -30%
SC
908
Saturna Capital
Washington
$9K – – –
RPG
909
Risk Paradigm Group
Texas
$7.09K +$7.09K +100 New
JFA
910
JNBA Financial Advisors
Minnesota
$7K – – –
MWAN
911
Mariner Wealth Advisors (NYC)
Kansas
$6K +$6K +80 New
CWM
912
Cranbrook Wealth Management
Michigan
$5K -$66 -1 -1%
TCA
913
Tortoise Capital Advisors
Kansas
$5K +$357 +5 +8%
MFBTD
914
MB Financial Bank - Trust Department
Illinois
$4K – – –
UB
915
UMB Bank
Missouri
$3.88K +$235 +3,320 +6%
OSAM
916
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +25 New
IPC
917
Independent Portfolio Consultants
Florida
$2K +$2K +34 New
TFA
918
Transamerica Financial Advisors
Florida
$1K -$333 -2 -25%
TIM
919
Tortoise Investment Management
New York
$1K – – –
BL
920
Balentine LLC
Georgia
$1K +$1K +13 New
AT
921
Arden Trust
Delaware
$819 +$320 +4,519 +64%
WG
922
Welch Group
Alabama
$382 -$12 -175 -3%
FNBOO
923
First National Bank of Omaha
Nebraska
$365 – – –
EA
924
Euclid Advisors
Connecticut
– -$106M -1,377,061 Closed
GACM
925
Green Arrow Capital Management
New York
– -$23.8M -309,213 Closed
35 36
37
38 39