Dominion Energy
974 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, 387 increasing their positions, 325 reducing their positions, and 57 closing their positions.
20% more call options, than puts
Call options by funds: $131M | Put options by funds: $110M
19% more repeat investments, than reductions
Existing positions increased: 387 | Existing positions reduced: 325
1.01% more ownership
Funds ownership: 65.34% → 66.35% (+1%)
2% less capital invested
Capital invested by funds: $31.3B → $30.7B (-$617M)
2% less funds holding
Funds holding: 993 → 974 (-19)
11% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 57
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$239M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$196M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$154M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$145M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$97.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$96.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$88.4M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$76.2M |
| 5 |
Cohen & Steers
New York
|
-$63.3M |
D Hedge Fund Activity: Q3 2016 in Review
974 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2016, worth a combined $30.7B — down 2% from $31.3B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of D and 51 opened new positions — a net loss of 6 holders — while 325 trimmed existing stakes and 387 added.
The largest buyer was Franklin Resources, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $97.5M.
- 974 institutional investors held Dominion Energy (D) as of Q3 2016, down from 993 in Q2 2016.
- Funds reported $30.7B of Dominion Energy stock for Q3 2016, down 2% quarter-over-quarter.
- 51 funds opened new Dominion Energy positions in Q3 2016 and 57 closed out, a net change of -6 holders.
- The largest Dominion Energy buyer in Q3 2016 was Franklin Resources, an estimated $239M added.
- The largest Dominion Energy seller in Q3 2016 was Capital Research Global Investors, an estimated $97.5M sold.
Based on aggregated 13F filings for Q3 2016.