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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.08B +$160M +2,211,194 +6%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.72B -$7.28M -100,325 -0.3%
State Street
3
State Street
Massachusetts
$2.33B +$45.4M +626,276 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.28B +$32.2M +443,720 +2%
Capital World Investors
5
Capital World Investors
California
$1.97B +$329M +4,536,023 +22%
Bank of America
6
Bank of America
North Carolina
$1.41B +$112M +1,540,728 +9%
Franklin Resources
7
Franklin Resources
California
$1.32B +$234M +3,223,051 +23%
BIT
8
BlackRock Institutional Trust
California
$1.27B +$28.2M +388,155 +2%
BFA
9
BlackRock Fund Advisors
California
$1.12B +$89.3M +1,230,396 +9%
Northern Trust
10
Northern Trust
Illinois
$596M +$17.2M +236,832 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$493M +$60.8M +838,072 +15%
Invesco
12
Invesco
Georgia
$465M +$97.1M +1,338,775 +29%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$459M -$14.1M -194,521 -3%
Federated Hermes
14
Federated Hermes
Pennsylvania
$455M +$70.8M +975,311 +20%
BG
15
BlackRock Group
United Kingdom
$429M +$20.6M +283,730 +5%
Deutsche Bank
16
Deutsche Bank
Germany
$391M -$23.1M -317,821 -6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$383M +$8.26M +113,870 +2%
BA
18
BlackRock Advisors
Delaware
$367M +$10.1M +139,696 +3%
Norges Bank
19
Norges Bank
Norway
$354M -$13.9M -191,856 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$299M +$60.7M +836,546 +28%
Wells Fargo
21
Wells Fargo
California
$271M +$1.61M +22,216 +0.6%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$269M +$4.23M +58,275 +2%
BIM
23
BlackRock Investment Management
Delaware
$237M +$1.2M +16,556 +0.5%
Goldman Sachs
24
Goldman Sachs
New York
$214M -$8.29M -114,186 -4%
SC
25
Sasco Capital
Connecticut
$213M -$1.08M -14,920 -0.5%

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.