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Dominion Energy
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Overview Fund Activity

1,044 hedge funds and large institutions have $32.1B invested in Dominion Energy in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 380 increasing their positions, 367 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+33
Holders Change %
+3.26%
% of All Funds
26.07%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
87
Increased
380
Reduced
367
Closed
42
Calls
$118M
Puts
$275M
Net Calls
-$157M
Net Calls Change
-$86.3M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$128M
2
Wells Fargo
Wells Fargo
California
$468M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.43B
4
CBOA
Commonwealth Bank of Australia
Australia
$323M
5
Deutsche Bank
Deutsche Bank
Germany
$427M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.1B
2
BlackRock
BlackRock
New York
$3.38B
3
Capital World Investors
Capital World Investors
California
$1.41B
4
ZP
Zimmer Partners
New York
$8.18M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
1001
V Wealth Advisors
Kansas
$24K +$24K +321 New
FQ
1002
First Quadrant
California
$23K -$36.7K -479 -61%
ACM
1003
AUA Capital Management
Pennsylvania
$23K +$23K +300 New
LF
1004
Lee Financial
Texas
$22K – – –
TFO
1005
Tarbox Family Office
California
$22K – – –
MWM
1006
MinichMacGregor Wealth Management
New York
$20K -$77 -1 -0.4%
PO
1007
Private Ocean
California
$18K – – –
JWA
1008
JFS Wealth Advisors
Pennsylvania
$18K – – –
FDCDDQ
1009
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K -$2.45K -32 -12%
MIFH
1010
Migdal Insurance & Financial Holdings
Israel
$17K +$304 +4 +2%
PFGIA
1011
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$752 +10 +5%
AIM
1012
Acrospire Investment Management
Illinois
$16K +$16K +208 New
HR
1013
Howe & Rusling
New York
$15K -$7.5K -100 -33%
ST
1014
Somerset Trust
Pennsylvania
$15K – – –
FPB
1015
First PREMIER Bank
South Dakota
$15K – – –
TIM
1016
Tortoise Investment Management
New York
$14K – – –
PCP
1017
Proficio Capital Partners
Massachusetts
$12K -$542 -7 -4%
GWS
1018
Glassman Wealth Services
Virginia
$12K – – –
DIA
1019
Davidson Investment Advisors
Montana
$11K -$9.17K -125 -45%
MSFP
1020
Mark Sheptoff Financial Planning
Connecticut
$11K -$73 -1 -0.7%
LWA
1021
Lowe Wealth Advisors
Maryland
$10K – – –
MCM
1022
MV Capital Management
Maryland
$10K – – –
BL
1023
Balentine LLC
Georgia
$9K – – –
HS
1024
Horan Securities
United States
$8K – – –
LWM
1025
Lenox Wealth Management
Ohio
$8K +$8K +102 New
39 40
41
42 43