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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 %
MSFP
951
Mark Sheptoff Financial Planning
Connecticut
$11K +$11K +150 New
RBC
952
Roble Belko & Company
Pennsylvania
$11K +$11K +151 New
LWA
953
Lowe Wealth Advisors
Maryland
$9K – – –
GWS
954
Glassman Wealth Services
Virginia
$9K – – –
GBBWRPM
955
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K – – –
SIC
956
Salem Investment Counselors
North Carolina
$8.38K -$59 -80 -0.7%
CHP
957
Cable Hill Partners
Oregon
$8K – – –
AII
958
AGF Investments Inc
Ontario, Canada
$7K +$7K +96 New
HS
959
Horan Securities
United States
$7K +$7K +98 New
LCM
960
Liberty Capital Management
Michigan
$7K +$7K +100 New
PCP
961
Proficio Capital Partners
Massachusetts
$6K – – –
AWM
962
AllSquare Wealth Management
New York
$5K – – –
HCM
963
Herndon Capital Management
Georgia
$4K – – –
FAM
964
Fred Alger Management
New York
$4K – – –
DSN
965
D. Scott Neal
Kentucky
$4K – – –
MFBTD
966
MB Financial Bank - Trust Department
Illinois
$4K – – –
BWP
967
Baldwin Wealth Partners
Massachusetts
$4K +$4K +55 New
DPA
968
Delphi Private Advisors
California
$3K -$10.3K -137 -77%
WIC
969
Woodmont Investment Counsel
Tennessee
$2K +$2K +25 New
SIM
970
Sonora Investment Management
Arizona
$1.41K – – –
MWP
971
MYCIO Wealth Partners
Pennsylvania
$1K +$1K +20 New
FNB
972
Farmers National Bank
Kentucky
$347 – – –
SBL
973
Sargent Bickham Lagudis
Colorado
$15 +$15 +207 New
Arrowstreet Capital
974
Arrowstreet Capital
Massachusetts
– -$96.5M -1,238,883 Closed
GE
975
General Electric
Ohio
– -$29.5M -378,050 Closed
37 38
39
40 41