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Dominion Energy
D

1,133 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, 350 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 54

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

23% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 350

13% more call options, than puts

Call options by funds: $163M | Put options by funds: $144M

9% more funds holding

Funds holding: 1,037 → 1,133 (+96)

7% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.17B)

0.79% more ownership

Funds ownership: 65.48% → 66.27% (+0.79%)

Holders
1,133
Holders Change
+96
Holders Change %
+9.26%
% of All Funds
25.7%
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
350
Closed
54
Calls
$163M
Puts
$144M
Net Calls
+$18.9M
Net Calls Change
+$63.9M

Top Buyers

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

Top Sellers

Rank Fund Capital Flow
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 		Change in
Stake
DWM
951
Dakota Wealth Management
Florida
$213K +$213K +2,631 New
PAMG
952
Patton Albertson Miller Group
Tennessee
$212K -$122K -1,500 -36%
PP
953
PDS Planning
Ohio
$210K +$209K +2,585 New
AWM
954
Aries Wealth Management
Maine
$210K +$227K +2,804 New
CFMC
955
Curbstone Financial Management Corp
New Hampshire
$209K +$209K +2,575 New
SBH
956
Segall Bryant & Hamill
Illinois
$208K -$43.2K -533 -17%
WFMPM
957
Woodley Farra Manion Portfolio Management
Indiana
$208K -$5.27K -65 -2%
FA
958
FC Advisory
Pennsylvania
$208K +$208K +2,564 New
DP
959
Dearborn Partners
Illinois
$206K +$206K +2,544 New
TCA
960
Tortoise Capital Advisors
Kansas
$205K -$1.62K -20 -0.8%
AIS
961
Accurate Investment Solutions
Pennsylvania
$205K +$123K +1,518 +150%
SFM
962
Signet Financial Management
New Jersey
$205K +$205K +2,525 New
CPSAC
963
Chas P. Smith & Associates (CPS)
Florida
$205K +$205K +2,535 New
RA
964
Rational Advisors
New York
$203K -$40.5K -500 -17%
MMG
965
Monetary Management Group
Missouri
$203K – – –
BAM
966
Brave Asset Management
New Jersey
$203K +$203K +2,500 New
DWT
967
Dorsey & Whitney Trust
South Dakota
$203K +$203K +2,504 New
AHB
968
Abner Herrman & Brock
New Jersey
$202K +$202K +2,492 New
PAM
969
Pegasus Asset Management
New York
$201K +$201K +2,483 New
RWP
970
RWA Wealth Partners
Massachusetts
$200K +$200K +2,470 New
IWP
971
Icon Wealth Partners
Texas
$198K +$198K +2,439 New
EDRH
972
Edmond de Rothschild Holding
Switzerland
$197K +$39.5K +487 +25%
AIM
973
Advantage Investment Management
Iowa
$196K -$126K -1,559 -39%
BC
974
Bartlett & Co
Ohio
$193K – – –
FPS
975
Fieldpoint Private Securities
Connecticut
$188K -$830K -10,244 -82%
37 38
39
40 41

D Hedge Fund Activity: Q4 2017 in Review

1,133 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2017, worth a combined $34.5B — up 6.7% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new D positions and 54 closed out — a net gain of 105 holders — while 430 added to existing stakes and 350 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $182M.

  • 1,133 institutional investors held Dominion Energy (D) as of Q4 2017, up from 1,037 in Q3 2017.
  • Funds reported $34.5B of Dominion Energy stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 159 funds opened new Dominion Energy positions in Q4 2017 and 54 closed out, a net change of +105 holders.
  • The largest Dominion Energy buyer in Q4 2017 was BlackRock, an estimated $154M added.
  • The largest Dominion Energy seller in Q4 2017 was Bank of America, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2017.