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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
MA
1026
MCF Advisors
Kentucky
$93K +$891 +11 +1%
PWM
1027
Paulson Wealth Management
Illinois
$93K +$92.7K +1,144 New
CWM
1028
Catamount Wealth Management
Connecticut
$92K
FPFS
1029
First Personal Financial Services
North Carolina
$90K -$146K -1,800 -62%
VFA
1030
Valeo Financial Advisors
Indiana
$90K +$39.3K +485 +78%
DZ Bank
1031
DZ Bank
Germany
$89K
MBT
1032
Monroe Bank & Trust
Michigan
$89K +$89.7K +1,107 New
PSC
1033
Prentiss Smith & Co
Vermont
$88K +$24.3K +300 +38%
AWM
1034
Avior Wealth Management
Nebraska
$85K
BRC
1035
Bell Rock Capital
Delaware
$84K
SIAS
1036
Shine Investment Advisory Services
Colorado
$83K
QCG
1037
Quadrant Capital Group
Ohio
$83K +$3.73K +46 +4%
HSA
1038
Hussman Strategic Advisors
Maryland
$81K
PCIA
1039
Prime Capital Investment Advisors
Kansas
$81K +$81K +1,000 New
MFW
1040
Mosaic Family Wealth
Missouri
$80K
IBOK
1041
Independence Bank of Kentucky
Kentucky
$80K +$80.4K +993 New
CBT
1042
Capital Bank & Trust
California
$78K -$15.4K -190 -16%
ADL
1043
Asset Dedication LLC
California
$77K +$77K +950 New
BC
1044
Barnett & Company
Tennessee
$76K
WA
1045
Winfield Associates
Ohio
$74K +$1.78K +22 +3%
WEC
1046
Winslow Evans & Crocker
Massachusetts
$69.9K
CFD
1047
Creative Financial Designs
Indiana
$68K
GI
1048
Gradient Investments
Minnesota
$68K +$68.1K +841 New
TFO
1049
Tarbox Family Office
California
$67K +$41.9K +517 +164%
DSI
1050
Daiwa SB Investments
Japan
$61K

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.