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Dominion Energy

992 hedge funds and large institutions have $31.3B invested in Dominion Energy in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 431 increasing their positions, 275 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $236M | Put options by funds: $78.9M

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 275

11% more capital invested

Capital invested by funds: $28.2B → $31.3B (+$3.14B)

3% more funds holding

Funds holding: 965992 (+27)

0.33% less ownership

Funds ownership: 65.67%65.34% (-0.33%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
992
Holders Change
+27
Holders Change %
+2.8%
% of All Funds
26.47%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
76
Increased
431
Reduced
275
Closed
40
Calls
$236M
Puts
$78.9M
Net Calls
+$157M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Washington Trust
Rhode Island
$6.98M +$519K +7,146 +9%
Asset Management One
202
Asset Management One
Japan
$6.96M +$749K +10,317 +13%
CIC
203
Cutler Investment Counsel
Oregon
$6.87M +$131K +1,803 +2%
SI
204
Stephens Inc
Arkansas
$6.85M +$696K +9,595 +12%
AIM
205
abrdn Investment Management
United Kingdom
$6.78M -$146K -2,018 -2%
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
$6.59M +$633K +8,719 +11%
PJSIMP
207
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.52M +$147K +2,020 +2%
IRF
208
IBM Retirement Fund
New York
$6.48M +$221K +3,050 +4%
MSA
209
Mason Street Advisors
Wisconsin
$6.47M +$258K +3,557 +4%
Creative Planning
210
Creative Planning
Kansas
$6.41M +$379K +5,228 +7%
SW
211
SVB Wealth
Massachusetts
$6.37M -$48.1K -663 -0.8%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$6.28M +$128K +1,758 +2%
SF
213
Synovus Financial
Georgia
$6.26M +$59K +813 +1%
LH
214
Lebenthal Holdings
New York
$6.19M +$4.28M +59,042 +289%
WFG
215
Wills Financial Group
Virginia
$6.18M +$38.9K +536 +0.7%
CB
216
Commerce Bank
Missouri
$6.14M +$485K +6,686 +9%
TSW
217
Thompson Siegel & Walmsley
Virginia
$6.12M -$28.3K -390 -0.5%
OIM
218
Opus Investment Management
Massachusetts
$6.07M +$363K +5,000 +7%
PP
219
Palladium Partners
Virginia
$6.06M -$99.4K -1,370 -2%
SEI Investments
220
SEI Investments
Pennsylvania
$6.03M +$1.49M +20,487 +36%
FNT
221
First National Trust
Pennsylvania
$5.98M +$239K +3,291 +4%
TRSOTSOK
222
Teachers Retirement System of the State of Kentucky
Kentucky
$5.97M -$305K -4,200 -5%
LAM
223
Lebenthal Asset Management
New York
$5.95M +$4.36M +60,064 +369%
JMPWA
224
JP Morgan Private Wealth Advisors
California
$5.93M +$1.32M +18,194 +31%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$5.91M -$4.86K -67 -0.1%

D Hedge Fund Activity: Q2 2016 in Review

992 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2016, worth a combined $31.3B — up 11% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new D positions and 40 closed out — a net gain of 36 holders — while 431 added to existing stakes and 275 trimmed.

The largest buyer was Capital World Investors, adding an estimated $329M. The largest seller was Royal London Asset Management, cutting an estimated $774M.

  • 992 institutional investors held Dominion Energy (D) as of Q2 2016, up from 965 in Q1 2016.
  • Funds reported $31.3B of Dominion Energy stock for Q2 2016, up 11% quarter-over-quarter.
  • 76 funds opened new Dominion Energy positions in Q2 2016 and 40 closed out, a net change of +36 holders.
  • The largest Dominion Energy buyer in Q2 2016 was Capital World Investors, an estimated $329M added.
  • The largest Dominion Energy seller in Q2 2016 was Royal London Asset Management, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2016.