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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
MIFH
1076
Migdal Insurance & Financial Holdings
Israel
$32K +$9.15K +113 +40%
HWP
1077
Hefty Wealth Partners
Indiana
$29K
MFT
1078
Moisand Fitzgerald Tamayo
Florida
$28K
SBL
1079
Sargent Bickham Lagudis
Colorado
$28K
POIA
1080
Pin Oak Investment Advisors
Texas
$28K +$27.8K +343 New
FWM
1081
Focused Wealth Management
New York
$26K -$8.1K -100 -24%
BWA
1082
BDO Wealth Advisors
Florida
$26K +$1.22K +15 +5%
CAC
1083
Certified Advisory Corp
Florida
$26K +$26.8K +331 New
ACM
1084
AUA Capital Management
Pennsylvania
$24K
PW
1085
Price Wealth
Texas
$24K +$24.6K +304 New
JWA
1086
JFS Wealth Advisors
Pennsylvania
$23K +$3.73K +46 +19%
LA
1087
Legacy Advisors
Pennsylvania
$23K +$16.3K +201 +216%
PS
1088
Portfolio Strategies
New York
$23K +$22.7K +280 New
GFP
1089
Gryphon Financial Partners
Ohio
$23K +$22.8K +281 New
SJIM
1090
St. Johns Investment Management
Florida
$22K -$8.1K -100 -27%
MFBTD
1091
MB Financial Bank - Trust Department
Illinois
$22K +$17.5K +216 +360%
MWM
1092
MinichMacGregor Wealth Management
New York
$21K
PFGIA
1093
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$4.54K +56 +25%
WCAMG
1094
Woodard & Company Asset Management Group
North Carolina
$20K +$20.3K +250 New
WOC
1095
West Oak Capital
California
$16.2K -$10.1K -125 -38%
FPB
1096
First PREMIER Bank
South Dakota
$16K
RIA
1097
RPG Investment Advisory
California
$15K
TIM
1098
Tortoise Investment Management
New York
$15K
PCP
1099
Proficio Capital Partners
Massachusetts
$15K +$2.67K +33 +21%
AF
1100
Advisornet Financial
Minnesota
$14K +$13.8K +170 New

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.