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Dominion Energy

1,150 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, 455 increasing their positions, 438 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $234M | Put options by funds: $113M

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 438

1% more capital invested

Capital invested by funds: $30B → $30.2B (+$291M)

0.31% more ownership

Funds ownership: 68.19%68.49% (+0.31%)

2% less funds holding

Funds holding: 1,1741,150 (-24)

13% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 103

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
1,150
Holders Change
-24
Holders Change %
-2.04%
% of All Funds
26.33%
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
455
Reduced
438
Closed
103
Calls
$234M
Puts
$113M
Net Calls
+$121M
Net Calls Change
+$55.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Blackstart Capital
New York
$27.4M +$21.4M +328,591 +447%
SRC
102
Shufro Rose & Co
New York
$25.8M +$81.7K +1,254 +0.3%
Stifel Financial
103
Stifel Financial
Missouri
$25.6M +$2.09M +32,114 +9%
LPL Financial
104
LPL Financial
California
$25.4M +$1.06M +16,298 +5%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$24.7M +$146K +2,241 +0.6%
TSW
106
Thompson Siegel & Walmsley
Virginia
$23.6M +$11.2M +172,087 +99%
ACI
107
AMP Capital Investors
Australia
$23.4M +$6.02M +92,394 +37%
Aviva
108
Aviva
United Kingdom
$22.4M +$105K +1,612 +0.5%
AQR Capital Management
109
AQR Capital Management
Connecticut
$22.2M +$426K +6,540 +2%
SB
110
Suntrust Banks
Georgia
$22.1M -$577K -8,855 -3%
GFPC
111
Global Financial Private Capital
Florida
$21.9M -$2.43M -37,353 -10%
AG
112
Aperio Group
California
$21.6M -$997K -15,314 -5%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$20.9M +$1.01M +15,460 +5%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$20.9M -$333K -5,106 -2%
VDI
115
Vaughan David Investments
Illinois
$20.3M +$875K +13,433 +5%
MAM
116
Magellan Asset Management
Australia
$20.2M -$748K -11,486 -4%
PI
117
Putnam Investments
Massachusetts
$19.4M +$6.12M +94,048 +49%
AAMU
118
Amundi Asset Management US
Massachusetts
$19.3M +$5.42M +83,243 +42%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$19.3M +$2.63M +40,404 +17%
M&T Bank
120
M&T Bank
New York
$19.2M +$195K +2,989 +1%
T
121
TOBAM
France
$19.1M +$5.28M +81,139 +41%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$19.1M +$1.34M +20,578 +8%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$18.7M +$2.6M +39,857 +17%
Royal London Asset Management
124
Royal London Asset Management
United Kingdom
$18.6M +$17.7M +272,142 New
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$18.5M +$17.7M +271,523 New

D Hedge Fund Activity: Q2 2018 in Review

1,150 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2018, worth a combined $30.2B — up 0.97% from $30B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of D and 90 opened new positions — a net loss of 13 holders — while 438 trimmed existing stakes and 455 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $403M. The largest seller was Capital World Investors, cutting an estimated $225M.

  • 1,150 institutional investors held Dominion Energy (D) as of Q2 2018, down from 1,174 in Q1 2018.
  • Funds reported $30.2B of Dominion Energy stock for Q2 2018, up 0.97% quarter-over-quarter.
  • 90 funds opened new Dominion Energy positions in Q2 2018 and 103 closed out, a net change of -13 holders.
  • The largest Dominion Energy buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $403M added.
  • The largest Dominion Energy seller in Q2 2018 was Capital World Investors, an estimated $225M sold.

Based on aggregated 13F filings for Q2 2018.