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Dominion Energy

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: 912 (+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: 1,0371,133 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
1001
Enterprise Financial Services Corp (EFSC)
Missouri
$121K -$7.78K -96 -6%
JFGIW
1002
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K +$9.88K +122 +9%
MF
1003
MHI Funds
New York
$119K +$119K +1,472 New
SWA
1004
Sutton Wealth Advisors
Florida
$118K
QAM
1005
QCI Asset Management
New York
$118K -$13.4K -165 -10%
SWMG
1006
Signature Wealth Management Group
Georgia
$118K +$118K +1,455 New
PWM
1007
Perigon Wealth Management
California
$117K -$347K -4,284 -75%
BWA
1008
Burt Wealth Advisors
Maryland
$115K
ARMC
1009
American Research & Management Company
Massachusetts
$115K +$70.9K +875 +160%
WCM
1010
Wealthcare Capital Management
Virginia
$113K -$2.43K -30 -2%
JAM
1011
Jolley Asset Management
North Carolina
$112K
MOS
1012
MGO One Seven
Ohio
$111K +$111K +1,364 New
KF
1013
Krilogy Financial
Missouri
$109K
TCM
1014
Tradewinds Capital Management
Washington
$109K +$1.05K +13 +1%
PFBT
1015
Parkside Financial Bank & Trust
Missouri
$107K -$18.2K -225 -15%
AF
1016
Allworth Financial
California
$107K +$162 +2 +0.2%
BBA
1017
Braun-Bostich & Associates
Pennsylvania
$106K +$106K +1,313 New
NSB
1018
Norway Savings Bank
Maine
$105K
ECM
1019
Estabrook Capital Management
New York
$101K
MWM
1020
Mascoma Wealth Management
New Hampshire
$101K -$247K -3,046 -70%
AP
1021
Atwood & Palmer
Missouri
$97K
AssetMark Inc
1022
AssetMark Inc
California
$94K -$1.35M -16,648 -94%
1832 Asset Management
1023
1832 Asset Management
Ontario, Canada
$94K -$306K -3,777 -76%
VCM
1024
Vigilant Capital Management
Maine
$94K +$324 +4 +0.3%
TC
1025
Trust Company
Kansas
$94K +$16.2K +200 +21%

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.