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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
BWA
901
Burt Wealth Advisors
Maryland
$110K
WCM
902
Wealthcare Capital Management
Virginia
$110K
EFSCE
903
Enterprise Financial Services Corp (EFSC)
Missouri
$107K +$40.1K +530 +63%
AP
904
Atwood & Palmer
Missouri
$106K -$22.7K -300 -18%
VCM
905
Versant Capital Management
Arizona
$106K +$6.81K +90 +7%
AF
906
Allworth Financial
California
$103K -$10.4K -138 -9%
CIA
907
ClearBridge Investments (Australia)
Australia
$102K +$48.3K +638 +95%
JAM
908
Jolley Asset Management
North Carolina
$101K
NSB
909
Norway Savings Bank
Maine
$101K
TCM
910
Tradewinds Capital Management
Washington
$101K +$983 +13 +1%
CAG
911
Crestwood Advisors Group
Massachusetts
$97K +$95.2K +1,258 New
ECM
912
Estabrook Capital Management
New York
$96.7K
ST
913
Sageworth Trust
Pennsylvania
$96K
CPIG
914
Chicago Partners Investment Group
Illinois
$94K
PB
915
Pinnacle Bancorp
Nebraska
$94K +$91.9K +1,215 New
OAM
916
Oppenheimer Asset Management
New York
$92K +$89.3K +1,180 New
1832 Asset Management
917
1832 Asset Management
Ontario, Canada
$91K -$1.07M -14,122 -92%
KLWA
918
Kelly Lawrence W & Associates
California
$90K
VCM
919
Vigilant Capital Management
Maine
$90K
MBT
920
Monroe Bank & Trust
Michigan
$86K -$30.3K -400 -27%
DZ Bank
921
DZ Bank
Germany
$85K
MA
922
MCF Advisors
Kentucky
$85K +$832 +11 +1%
AWM
923
Avior Wealth Management
Nebraska
$81K
TC
924
Trust Company
Kansas
$81K
BWM
925
Baystate Wealth Management
Massachusetts
$81K +$79K +1,044 New

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.