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Dominion Energy

1,173 hedge funds and large institutions have $30B invested in Dominion Energy in 2018 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 452 increasing their positions, 408 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 1221 (+9)

59% more call options, than puts

Call options by funds: $175M | Put options by funds: $110M

52% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 98

11% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 408

4% more funds holding

Funds holding: 1,1331,173 (+40)

1.92% more ownership

Funds ownership: 66.27%68.19% (+1.9%)

13% less capital invested

Capital invested by funds: $34.5B → $30B (-$4.58B)

Holders
1,173
Holders Change
+40
Holders Change %
+3.53%
% of All Funds
26.89%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.48%
New
149
Increased
452
Reduced
408
Closed
98
Calls
$175M
Puts
$110M
Net Calls
+$65.2M
Net Calls Change
+$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24B +$67.8M +917,828 +2%
BlackRock
2
BlackRock
New York
$3.07B +$41.8M +565,592 +1%
State Street
3
State Street
Massachusetts
$2.04B -$41.6M -563,244 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.87B +$82.5M +1,117,011 +4%
Franklin Resources
5
Franklin Resources
California
$1.8B +$546M +7,397,191 +38%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.73B +$22.3M +301,991 +1%
Capital World Investors
7
Capital World Investors
California
$1.22B +$39M +528,004 +3%
Invesco
8
Invesco
Georgia
$672M -$2.92M -39,488 -0.4%
Bank of America
9
Bank of America
North Carolina
$632M -$906M -12,269,375 -57%
Federated Hermes
10
Federated Hermes
Pennsylvania
$593M -$16.3M -220,500 -2%
Northern Trust
11
Northern Trust
Illinois
$526M -$13.3M -179,468 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$463M +$34.7M +469,393 +7%
Deutsche Bank
13
Deutsche Bank
Germany
$404M +$55M +745,117 +14%
Wells Fargo
14
Wells Fargo
California
$380M -$73.9M -1,000,911 -15%
CBOA
15
Commonwealth Bank of Australia
Australia
$373M +$51.8M +700,921 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$321M -$15.8M -214,328 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$305M +$3.7M +50,145 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$280M +$23.2M +314,685 +8%
Goldman Sachs
19
Goldman Sachs
New York
$260M +$16.8M +227,778 +6%
Norges Bank
20
Norges Bank
Norway
$256M -$5.81M -78,691 -2%
EIP
21
Epoch Investment Partners
New York
$226M -$14.4M -194,661 -5%
UBS AM
22
UBS AM
Illinois
$206M +$33.1M +448,471 +17%
Morgan Stanley
23
Morgan Stanley
New York
$197M -$81.6M -1,105,170 -27%
Ameriprise
24
Ameriprise
Minnesota
$188M -$18M -243,778 -8%
Swiss National Bank
25
Swiss National Bank
Switzerland
$185M -$16.6M -225,000 -8%

D Hedge Fund Activity: Q1 2018 in Review

1,173 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2018, worth a combined $30B — down 13% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new D positions and 98 closed out — a net gain of 51 holders — while 452 added to existing stakes and 408 trimmed.

The largest buyer was Franklin Resources, adding an estimated $546M. The largest seller was Bank of America, cutting an estimated $906M.

  • 1,173 institutional investors held Dominion Energy (D) as of Q1 2018, up from 1,133 in Q4 2017.
  • Funds reported $30B of Dominion Energy stock for Q1 2018, down 13% quarter-over-quarter.
  • 149 funds opened new Dominion Energy positions in Q1 2018 and 98 closed out, a net change of +51 holders.
  • The largest Dominion Energy buyer in Q1 2018 was Franklin Resources, an estimated $546M added.
  • The largest Dominion Energy seller in Q1 2018 was Bank of America, an estimated $906M sold.

Based on aggregated 13F filings for Q1 2018.