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Dominion Energy
D

937 hedge funds and large institutions have $27.2B invested in Dominion Energy in 2014 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 294 increasing their positions, 341 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 39

23% more call options, than puts

Call options by funds: $129M | Put options by funds: $105M

12% more capital invested

Capital invested by funds: $24.2B → $27.2B (+$2.96B)

7% more funds holding

Funds holding: 872 → 937 (+65)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

0.36% more ownership

Funds ownership: 60.26% → 60.63% (+0.36%)

14% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 341

Holders
937
Holders Change
+65
Holders Change %
+7.45%
% of All Funds
24.99%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
118
Increased
294
Reduced
341
Closed
39
Calls
$129M
Puts
$105M
Net Calls
+$24.1M
Net Calls Change
-$51.5M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$212M
2
MAA
Managed Account Advisors
New Jersey
+$156M
3
State Street
State Street
Massachusetts
+$149M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$99.7M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$109M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$102M
3
BA
BlackRock Advisors
Delaware
-$74.3M
4
PG
PEAK6 Group
Illinois
-$57M
5
Capital World Investors
Capital World Investors
California
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLI
326
Sumitomo Life Insurance
Japan
$3.1M -$162K -2,232 -5%
FFSOTS
327
Fiduciary Financial Services of The Southwest
Texas
$3.08M +$25.8K +357 +0.9%
FIM
328
Foresters Investment Management
New York
$3.08M – – –
N
329
Natixis
France
$3.06M +$2.88M +39,759 New
CB
330
Community Bank
New York
$3.01M +$2.83M +39,167 New
PAM
331
Panagora Asset Management
Massachusetts
$2.96M +$151K +2,087 +6%
AWCI
332
Alpine Woods Capital Investors
New York
$2.94M +$297K +4,100 +12%
BFO
333
Boston Family Office
Massachusetts
$2.94M -$14.5K -200 -0.5%
WBC
334
Westpac Banking Corp
Australia
$2.92M -$90.5K -1,251 -3%
BWFA
335
Baltimore-Washington Financial Advisors
Maryland
$2.89M -$3.62K -50 -0.1%
TAM
336
TPH Asset Management
Texas
$2.84M -$1.1M -15,204 -29%
EML
337
Eos Management LP
New York
$2.77M +$2.61M +36,000 New
PNC
338
Park National Corp
Ohio
$2.77M – – –
TCOT
339
Trust Company of Toledo
Ohio
$2.76M +$80.6K +1,113 +3%
BFA
340
Bragg Financial Advisors
North Carolina
$2.74M -$44.5K -615 -2%
OA
341
OFI Advisors
Pennsylvania
$2.74M +$1.51M +20,874 +141%
KACA
342
Kayne Anderson Capital Advisors
California
$2.69M +$2.53M +35,000 New
CM
343
Castleark Management
Illinois
$2.67M +$2.51M +34,740 New
CIC
344
Canal Insurance Company
South Carolina
$2.65M – – –
UCFA
345
United Capital Financial Advisors
Texas
$2.65M -$7.02K -97 -0.3%
LW
346
Linscomb Wealth
Texas
$2.65M +$83.3K +1,151 +3%
SNT
347
Security National Trust
West Virginia
$2.63M -$187K -2,577 -7%
SC
348
Sculptor Capital
New York
$2.63M -$326K -4,500 -12%
NLI
349
Nippon Life Insurance
Japan
$2.58M +$991K +13,698 +69%
BC
350
Brookfield Corp
Ontario, Canada
$2.57M +$2.42M +33,400 New
12 13
14
15 16

D Hedge Fund Activity: Q4 2014 in Review

937 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2014, worth a combined $27.2B — up 12% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new D positions and 39 closed out — a net gain of 79 holders — while 294 added to existing stakes and 341 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $212M. The largest seller was Massachusetts Financial Services, cutting an estimated $109M.

  • 937 institutional investors held Dominion Energy (D) as of Q4 2014, up from 872 in Q3 2014.
  • Funds reported $27.2B of Dominion Energy stock for Q4 2014, up 12% quarter-over-quarter.
  • 118 funds opened new Dominion Energy positions in Q4 2014 and 39 closed out, a net change of +79 holders.
  • The largest Dominion Energy buyer in Q4 2014 was Capital Research Global Investors, an estimated $212M added.
  • The largest Dominion Energy seller in Q4 2014 was Massachusetts Financial Services, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2014.