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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
CP
1051
Corbenic Partners
Pennsylvania
$57K
IDBONY
1052
Israel Discount Bank of New York
New York
$57K
AC
1053
Avestar Capital
New York
$56K +$60.4K +746 New
BWM
1054
Baystate Wealth Management
Massachusetts
$55K -$25.1K -310 -30%
SFSIG
1055
San Francisco Sentry Investment Group
California
$55K +$16.2K +200 +43%
PCFFS
1056
Pacific Center for Financial Services
California
$53K +$12K +148 +30%
FMTCOCP
1057
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52.2K +$8.91K +110 +21%
LC
1058
Landaas & Company
Wisconsin
$52K -$61K -753 -54%
FDCDDQ
1059
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.9K +$32.9K +406 +174%
KA
1060
Kaizen Advisory
Illinois
$51K +$50.5K +623 New
GEA
1061
Glen Eagle Advisors
New Jersey
$49.8K
SIA
1062
SeaBridge Investment Advisors
New Jersey
$49K
NCM
1063
Northstar Capital Management
New York
$49K +$48.6K +600 New
HR
1064
Howe & Rusling
New York
$48K +$31.4K +387 +194%
GTAM
1065
Global Trust Asset Management
Florida
$47K +$46.7K +577 New
RE
1066
RBC Europe
United Kingdom
$46.2K
CPA
1067
Clear Perspective Advisors
Illinois
$41K
OSNBOA
1068
Old Second National Bank of Aurora
Illinois
$41K
PCA
1069
Peddock Capital Advisors
Massachusetts
$41K
LCM
1070
Liberty Capital Management
Michigan
$38K
MCM
1071
Monument Capital Management
Virginia
$37K +$37.3K +460 New
SIS
1072
Sound Income Strategies
Florida
$37K +$40.1K +495 New
WPA
1073
West Paces Advisors
Georgia
$32.1K
ACM
1074
Armbruster Capital Management
New York
$32K -$27.7K -342 -46%
GAM
1075
Gemmer Asset Management
California
$32K

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.