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Dominion Energy

847 hedge funds and large institutions have $22.4B invested in Dominion Energy in 2013 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 252 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 32

92% more call options, than puts

Call options by funds: $108M | Put options by funds: $56.2M

8% more funds holding

Funds holding: 786847 (+61)

3% more capital invested

Capital invested by funds: $21.7B → $22.4B (+$687M)

0.46% less ownership

Funds ownership: 60.26%59.8% (-0.46%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 337

Holders
847
Holders Change
+61
Holders Change %
+7.76%
% of All Funds
24.58%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.41%
New
101
Increased
252
Reduced
337
Closed
32
Calls
$108M
Puts
$56.2M
Net Calls
+$51.7M
Net Calls Change
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$2.47M +$48.7K +756 +2%
WC
327
Woodstock Corp
Massachusetts
$2.45M -$70.5K -1,095 -3%
TCOT
328
Trust Company of Toledo
Ohio
$2.39M +$86K +1,337 +4%
FAAS
329
First Allied Advisory Services
California
$2.39M +$565K +8,774 +31%
William Blair & Company
330
William Blair & Company
Illinois
$2.38M -$26.3K -408 -1%
CCM
331
Cadence Capital Management
Massachusetts
$2.37M -$165K -2,557 -7%
FWIA
332
Fort Washington Investment Advisors
Ohio
$2.36M -$70K -1,088 -3%
JMPWA
333
JP Morgan Private Wealth Advisors
California
$2.34M +$43.1K +670 +2%
SNT
334
Security National Trust
West Virginia
$2.33M -$37K -575 -2%
JIC
335
Johnson Investment Counsel
Ohio
$2.32M -$30.2K -469 -1%
PNC
336
Park National Corp
Ohio
$2.27M -$123K -1,916 -5%
FFSOTS
337
Fiduciary Financial Services of The Southwest
Texas
$2.27M +$158K +2,460 +8%
NB
338
Norinchukin Bank
Japan
$2.26M -$4.18K -65 -0.2%
WBC
339
Westpac Banking Corp
Australia
$2.25M -$298K -4,635 -12%
CIC
340
Canal Insurance Company
South Carolina
$2.23M
B
341
Barings
North Carolina
$2.23M +$1.65M +25,700 +293%
BF
342
BOK Financial
Oklahoma
$2.2M -$5.02K -78 -0.2%
N
343
Natixis
France
$2.14M +$2.13M +33,119 New
FIM
344
Foresters Investment Management
New York
$2.1M +$2.09M +32,500 New
APFBOT
345
Amica Pension Fund Board of Trustees
Rhode Island
$2.1M
Two Sigma Advisers
346
Two Sigma Advisers
New York
$2.08M +$2.07M +32,201 New
FPA
347
Fieldpoint Private Advisors
New York
$2.08M +$70.8K +1,100 +4%
TCT
348
TIAA CREF Trust
Missouri
$2.08M +$176K +2,738 +9%
CIA
349
Capital Investment Advisors
Georgia
$2.05M +$2.04M +31,682 New
RAM
350
Redmond Asset Management
Virginia
$2.02M -$138K -2,150 -6%

D Hedge Fund Activity: Q4 2013 in Review

847 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2013, worth a combined $22.4B — up 3.2% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new D positions and 32 closed out — a net gain of 69 holders — while 252 added to existing stakes and 337 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $195M. The largest seller was Millennium Management, cutting an estimated $125M.

  • 847 institutional investors held Dominion Energy (D) as of Q4 2013, up from 786 in Q3 2013.
  • Funds reported $22.4B of Dominion Energy stock for Q4 2013, up 3.2% quarter-over-quarter.
  • 101 funds opened new Dominion Energy positions in Q4 2013 and 32 closed out, a net change of +69 holders.
  • The largest Dominion Energy buyer in Q4 2013 was Fidelity Investments, an estimated $195M added.
  • The largest Dominion Energy seller in Q4 2013 was Millennium Management, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2013.