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Dominion Energy
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Overview Fund Activity

1,132 hedge funds and large institutions have $34.5B invested in Dominion Energy in 2017 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 430 increasing their positions, 349 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+96
Holders Change %
+9.27%
% of All Funds
25.71%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
159
Increased
430
Reduced
349
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
Morgan Stanley
Morgan Stanley
New York
+$120M
3
WHRC
W.H. Reaves & Co
New Jersey
+$62M
4
CBOA
Commonwealth Bank of Australia
Australia
+$61.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$182M
2
Franklin Resources
Franklin Resources
California
-$90.4M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$52.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
951
Patton Albertson Miller Group
Tennessee
$212K -$122K -1,500 -36%
PP
952
PDS Planning
Ohio
$210K +$210K +2,585 New
AWM
953
Aries Wealth Management
Maine
$210K +$210K +2,804 New
CFMC
954
Curbstone Financial Management Corp
New Hampshire
$209K +$209K +2,575 New
SBH
955
Segall Bryant & Hamill
Illinois
$208K -$43.2K -533 -17%
WFMPM
956
Woodley Farra Manion Portfolio Management
Indiana
$208K -$5.26K -65 -2%
FA
957
FC Advisory
Pennsylvania
$208K +$208K +2,564 New
DP
958
Dearborn Partners
Illinois
$206K +$206K +2,544 New
TCA
959
Tortoise Capital Advisors
Kansas
$205K -$1.62K -20 -0.8%
AIS
960
Accurate Investment Solutions
Pennsylvania
$205K +$123K +1,518 +150%
SFM
961
Signet Financial Management
New Jersey
$205K +$205K +2,525 New
CPSAC
962
Chas P. Smith & Associates (CPS)
Florida
$205K +$205K +2,535 New
RA
963
Rational Advisors
New York
$203K -$40.6K -500 -17%
MMG
964
Monetary Management Group
Missouri
$203K – – –
BAM
965
Brave Asset Management
New Jersey
$203K +$203K +2,500 New
DWT
966
Dorsey & Whitney Trust
South Dakota
$203K +$203K +2,504 New
AHB
967
Abner Herrman & Brock
New Jersey
$202K +$202K +2,492 New
PAM
968
Pegasus Asset Management
New York
$201K +$201K +2,483 New
RWP
969
RWA Wealth Partners
Massachusetts
$200K +$200K +2,470 New
IWP
970
Icon Wealth Partners
Texas
$198K +$198K +2,439 New
EDRH
971
Edmond de Rothschild Holding
Switzerland
$197K +$39.5K +487 +25%
AIM
972
Advantage Investment Management
Iowa
$196K -$126K -1,559 -39%
BC
973
Bartlett & Co
Ohio
$193K – – –
FPS
974
Fieldpoint Private Securities
Connecticut
$188K -$830K -10,244 -82%
LNB
975
Ledyard National Bank
$188K +$11.2K +138 +6%
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