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Dominion Energy
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Overview Fund Activity

1,149 hedge funds and large institutions have $30.2B invested in Dominion Energy in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 454 increasing their positions, 438 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
-23
Holders Change %
-1.96%
% of All Funds
26.34%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.37%
New
90
Increased
454
Reduced
438
Closed
103
Calls
$234M
Puts
$113M
Net Calls
+$121M
Net Calls Change
+$55.8M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$422M
2
CBOA
Commonwealth Bank of Australia
Australia
+$159M
3
CCM
Causeway Capital Management
California
+$152M
4
Goldman Sachs
Goldman Sachs
New York
+$103M
5
TCIM
TIAA CREF Investment Management
New York
+$84.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$235M
2
Two Sigma Investments
Two Sigma Investments
New York
-$137M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$111M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$99.6M
5
LCM
Laurion Capital Management
New York
-$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1101
Mainstay Capital Management
Michigan
$16K – – –
SWP
1102
Strategic Wealth Partners
Ohio
$15K -$430K -6,246 -97%
AP
1103
Arlington Partners
Alabama
$15K – – –
TFS
1104
TrustCore Financial Services
Tennessee
$15K – – –
SIM
1105
Sonora Investment Management
Arizona
$15K +$13.7K +204 +1,074%
WA
1106
WP Advisors
California
$15K +$15K +222 New
QCIG
1107
Quad-Cities Investment Group
Iowa
$15K +$15K +222 New
GFP
1108
Gryphon Financial Partners
Ohio
$14K -$1.83K -28 -12%
FPB
1109
First PREMIER Bank
South Dakota
$14K – – –
WWM
1110
Wagner Wealth Management
South Carolina
$14K +$14K +200 New
MYIA
1111
Mount Yale Investment Advisors
Colorado
$13K +$5.97K +85 +85%
HCM
1112
Hilton Capital Management
New York
$11K +$11K +162 New
BBA
1113
Braun-Bostich & Associates
Pennsylvania
$10K -$30.5K -461 -75%
PGWM
1114
Parisi Gray Wealth Management
New Jersey
$10K -$608 -9 -6%
MSFP
1115
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
ST
1116
Somerset Trust
Pennsylvania
$10K +$3.2K +47 +47%
Rockefeller Capital Management
1117
Rockefeller Capital Management
New York
$10K +$10K +142 New
MCM
1118
MV Capital Management
Maryland
$9K – – –
JWA
1119
JFS Wealth Advisors
Pennsylvania
$8K – – –
PCM
1120
Poehling Capital Management
Wisconsin
$8K – – –
MWM
1121
MinichMacGregor Wealth Management
New York
$8K – – –
LWM
1122
Lenox Wealth Management
Ohio
$7K – – –
GBBWRPM
1123
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K – – –
HS
1124
Horan Securities
United States
$7K – – –
CHP
1125
Cable Hill Partners
Oregon
$7K – – –
43 44
45
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