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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
GLI
926
Guardian Life Insurance
New York
$109K -$78.9K -1,004 -41%
WCM
927
Wealthcare Capital Management
Virginia
$109K
BWA
928
Burt Wealth Advisors
Maryland
$108K
TCA
929
Tortoise Capital Advisors
Kansas
$107K +$84.6K +1,076 +336%
NIT
930
NumerixS Investment Technologies
British Columbia, Canada
$107K +$110K +1,400 New
AP
931
Atwood & Palmer
Missouri
$105K
VCM
932
Versant Capital Management
Arizona
$105K +$393 +5 +0.4%
KF
933
Krilogy Financial
Missouri
$103K -$13.8K -176 -12%
MLFP
934
MPS Loria Financial Planners
Illinois
$103K +$104K +1,326 New
AF
935
Allworth Financial
California
$101K -$943 -12 -0.9%
TCM
936
Tradewinds Capital Management
Washington
$101K +$943 +12 +0.9%
JAM
937
Jolley Asset Management
North Carolina
$100K
NSB
938
Norway Savings Bank
Maine
$100K
PMFA
939
Plante Moran Financial Advisors
Michigan
$98K -$21.6K -275 -18%
ECM
940
Estabrook Capital Management
New York
$95.5K
ST
941
Sageworth Trust
Pennsylvania
$95K
1832 Asset Management
942
1832 Asset Management
Ontario, Canada
$90K
VCM
943
Vigilant Capital Management
Maine
$89K
CWM
944
Catamount Wealth Management
Connecticut
$87K -$23.6K -300 -21%
MA
945
MCF Advisors
Kentucky
$86K +$2.12K +27 +2%
DZ Bank
946
DZ Bank
Germany
$84K
AWM
947
Avior Wealth Management
Nebraska
$80K
BWM
948
Baystate Wealth Management
Massachusetts
$80K
BRC
949
Bell Rock Capital
Delaware
$80K +$81.4K +1,035 New
SIAS
950
Shine Investment Advisory Services
Colorado
$78K +$80.2K +1,020 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.