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Dominion Energy

1,012 hedge funds and large institutions have $32.6B invested in Dominion Energy in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 387 increasing their positions, 372 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

4% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 372

3% more capital invested

Capital invested by funds: $31.7B → $32.6B (+$874M)

0.82% more ownership

Funds ownership: 66.06%66.89% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less funds holding

Funds holding: 1,0191,012 (-7)

36% less call options, than puts

Call options by funds: $124M | Put options by funds: $194M

Holders
1,012
Holders Change
-7
Holders Change %
-0.69%
% of All Funds
25.19%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
57
Increased
387
Reduced
372
Closed
50
Calls
$124M
Puts
$194M
Net Calls
-$70.3M
Net Calls Change
-$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
976
Lee Financial
Texas
$22K
TFO
977
Tarbox Family Office
California
$22K
DIA
978
Davidson Investment Advisors
Montana
$21K
FDCDDQ
979
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K +$20.1K +266 New
MWM
980
MinichMacGregor Wealth Management
New York
$20K -$1.89K -25 -9%
PFBT
981
Parkside Financial Bank & Trust
Missouri
$18K -$59K -780 -77%
JWA
982
JFS Wealth Advisors
Pennsylvania
$18K
PO
983
Private Ocean
California
$18K
PFGIA
984
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$1.36K +18 +9%
MIFH
985
Migdal Insurance & Financial Holdings
Israel
$17K +$7.94K +105 +91%
BWP
986
Baldwin Wealth Partners
Massachusetts
$17K +$12K +159 +289%
AAF
987
Andra AP-fonden
Sweden
$16K +$68.1K +900 +0.4%
FPB
988
First PREMIER Bank
South Dakota
$16K
ST
989
Somerset Trust
Pennsylvania
$16K
WOC
990
West Oak Capital
California
$15.5K -$44.6K -590 -75%
TIM
991
Tortoise Investment Management
New York
$14K +$2.42K +32 +22%
PCP
992
Proficio Capital Partners
Massachusetts
$13K +$5.98K +79 +95%
GWS
993
Glassman Wealth Services
Virginia
$12K
MSFP
994
Mark Sheptoff Financial Planning
Connecticut
$12K +$76 +1 +0.7%
BL
995
Balentine LLC
Georgia
$10K -$26.9K -356 -74%
LWA
996
Lowe Wealth Advisors
Maryland
$10K
MCM
997
MV Capital Management
Maryland
$10K
GBBWRPM
998
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
LCM
999
Liberty Capital Management
Michigan
$8K
HS
1000
Horan Securities
United States
$8K +$7.41K +98 New

D Hedge Fund Activity: Q1 2017 in Review

1,012 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2017, worth a combined $32.6B — up 2.8% from $31.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new D positions and 50 closed out — a net gain of 7 holders — while 387 added to existing stakes and 372 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35B. The largest seller was Capital Research Global Investors, cutting an estimated $175M.

  • 1,012 institutional investors held Dominion Energy (D) as of Q1 2017, down from 1,019 in Q4 2016.
  • Funds reported $32.6B of Dominion Energy stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 57 funds opened new Dominion Energy positions in Q1 2017 and 50 closed out, a net change of +7 holders.
  • The largest Dominion Energy buyer in Q1 2017 was BlackRock, an estimated $3.35B added.
  • The largest Dominion Energy seller in Q1 2017 was Capital Research Global Investors, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2017.