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Dominion Energy
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Overview Fund Activity

972 hedge funds and large institutions have $30.7B invested in Dominion Energy in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 386 increasing their positions, 325 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
-19
Holders Change %
-1.92%
% of All Funds
25.98%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
51
Increased
386
Reduced
325
Closed
57
Calls
$131M
Puts
$110M
Net Calls
+$21.7M
Net Calls Change
-$135M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$1.49B
2
CBOA
2
Commonwealth Bank of Australia
Australia
$191M
3
Bank of America
3
Bank of America
North Carolina
$1.49B
4
EIP
4
Epoch Investment Partners
New York
$143M
5
Invesco
5
Invesco
Georgia
$566M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$384M
4
LM
4
Luminus Management
Texas
$39.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
926
Armbruster Capital Management
New York
$30K – – –
SIG
927
Stanford Investment Group
California
$30K +$30K +400 New
JIC
928
Joel Isaacson & Co
New York
$29K – – –
GAM
929
Gemmer Asset Management
California
$29K – – –
SJIM
930
St. Johns Investment Management
Florida
$28K – – –
HWP
931
Hefty Wealth Partners
Indiana
$26K – – –
HR
932
Howe & Rusling
New York
$25K -$4.7K -63 -16%
FWM
933
Focused Wealth Management
New York
$24K – – –
MWM
934
MinichMacGregor Wealth Management
New York
$21K – – –
RFWA
935
RPg Family Wealth Advisory
Massachusetts
$20.9K – – –
DIA
936
Davidson Investment Advisors
Montana
$20K – – –
JWA
937
JFS Wealth Advisors
Pennsylvania
$18K +$5.7K +75 +46%
VOYA Investment Management
938
VOYA Investment Management
Georgia
$17.2K +$216 +2,907 +1%
TFO
939
Tarbox Family Office
California
$17K – – –
ST
940
Somerset Trust
Pennsylvania
$15K – – –
CF
941
CenterStar Fund
Illinois
$15K – – –
FPB
942
First PREMIER Bank
South Dakota
$15K – – –
TCA
943
Tortoise Capital Advisors
Kansas
$15K +$8.13K +110 +118%
DBT
944
Dubuque Bank & Trust
Iowa
$12K +$5.21K +69 +77%
WP
945
WealthPLAN Partners
Nebraska
$11.2K -$11K -153 -50%
CCMW
946
Cypress Capital Management (Wyoming)
Wyoming
$11.1K +$7.43K +100 +200%
KA
947
Klingman & Associates
New York
$11K -$83.1K -1,148 -88%
IWC
948
Integrated Wealth Counsel
California
$11K – – –
TIM
949
Tortoise Investment Management
New York
$11K – – –
PRS
950
Pinkerton Retirement Specialists
Idaho
$11K +$362 +5 +3%
36 37
38
39 40