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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
MPPLM
1101
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$13K +$13.4K +165 New
MSFP
1102
Mark Sheptoff Financial Planning
Connecticut
$12K
PGWM
1103
Parisi Gray Wealth Management
New Jersey
$12K +$12K +148 New
LWA
1104
Lowe Wealth Advisors
Maryland
$10K
MCM
1105
MV Capital Management
Maryland
$10K
AWA
1106
Acorn Wealth Advisors
Michigan
$10K +$9.96K +123 New
PO
1107
Private Ocean
California
$9K -$10.5K -129 -55%
ST
1108
Somerset Trust
Pennsylvania
$8K -$8.1K -100 -50%
BL
1109
Balentine LLC
Georgia
$8K -$1.46K -18 -16%
GBBWRPM
1110
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K
HAM
1111
Highstreet Asset Management
Ontario, Canada
$8K
JCM
1112
Jacobi Capital Management
Pennsylvania
$8K
LF
1113
Lee Financial
Texas
$8K
LWM
1114
Lenox Wealth Management
Ohio
$8K
TJHA
1115
Thomas J. Herzfeld Advisors
Florida
$8K
CHP
1116
Cable Hill Partners
Oregon
$7K -$229K -2,830 -97%
DBT
1117
Dubuque Bank & Trust
Iowa
$7K
HS
1118
Horan Securities
United States
$7K
RPC
1119
Rossmore Private Capital
Connecticut
$6.16K +$6.16K +76 New
AIS
1120
AlphaOne Investment Services
Pennsylvania
$6K +$5.67K +70 New
EWM
1121
Endurance Wealth Management
Rhode Island
$5K
SQA
1122
Simon Quick Advisors
New Jersey
$5K +$5.02K +62 New
KJWM
1123
Kiley Juergens Wealth Management
Washington
$4K +$4.86K +60 New
WIM
1124
Westside Investment Management
California
$3.9K +$4.05K +50 New
CA
1125
Crewe Advisors
Utah
$3K +$2.67K +33 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.