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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
FTC
351
Farmers Trust Company
Ohio
$2.02M -$4.7K -73 -0.2%
DCM
352
Dupont Capital Management
Delaware
$1.98M +$1.87K +29 +0.1%
AA
353
Apriem Advisors
California
$1.94M +$3.22K +50 +0.2%
WSTAM
354
Wilbanks Smith & Thomas Asset Management
Virginia
$1.94M +$20.4K +317 +1%
OPCM
355
Osborne Partners Capital Management
California
$1.93M -$106K -1,650 -5%
CANC
356
Culbertson A N & Co
Virginia
$1.9M -$14.4K -223 -0.8%
WP
357
WMS Partners
Maryland
$1.89M -$40.5K -630 -2%
TBA
358
Tower Bridge Advisors
Pennsylvania
$1.89M -$50.5K -784 -3%
BHWM
359
Bar Harbor Wealth Management
New Hampshire
$1.88M -$46.3K -720 -2%
GIA
360
GHP Investment Advisors
Colorado
$1.87M +$38K +591 +2%
GLRA
361
Gerald L. Ray & Associates
Texas
$1.86M
GMIM
362
General Motors Investment Management
New York
$1.86M +$1.18M +18,341 +176%
RJT
363
Raymond James Trust
Florida
$1.85M -$29.2K -453 -2%
CCM
364
Chickasaw Capital Management
Tennessee
$1.83M
Allianz Asset Management
365
Allianz Asset Management
Germany
$1.82M +$933K +14,504 +106%
RBA
366
Richard Bernstein Advisors
New York
$1.8M
LW
367
Linscomb Wealth
Texas
$1.77M +$84.4K +1,312 +5%
BCMU
368
BlueCrest Capital Management (UK)
Guernsey
$1.77M -$1M -15,600 -36%
MC
369
Miles Capital
Iowa
$1.75M +$257K +3,999 +17%
LIA
370
LS Investment Advisors
Michigan
$1.75M +$805K +12,512 +86%
QCMC
371
Quantum Capital Management (California)
California
$1.75M +$83.9K +1,304 +5%
DLCIG
372
D.L. Carlson Investment Group
New Hampshire
$1.73M +$772K +12,000 +81%
FB
373
Fulton Bank
Pennsylvania
$1.73M -$486K -7,557 -22%
BFM
374
Boston Financial Management
Massachusetts
$1.72M -$25.7K -400 -1%
BMO
375
Beck Mack & Oliver
New York
$1.71M

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.