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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
Walleye Trading
451
Walleye Trading
New York
$1M +$995K +15,466 New
TH
452
TCTC Holdings
Texas
$997K -$67.6K -1,050 -6%
LC
453
Lilley & Co
Michigan
$996K +$4.7K +73 +0.5%
CT
454
Cambridge Trust
Massachusetts
$993K
LCM
455
Logan Capital Management
Pennsylvania
$983K
VNIM
456
Vaughan Nelson Investment Management
Texas
$983K
WDA
457
Wendell David Associates
New Hampshire
$982K
WA
458
WFG Advisors
Texas
$981K +$81.7K +1,270 +9%
KCM
459
Kames Capital Management
United Kingdom
$979K +$974K +15,139 New
CIA
460
Covington Investment Advisors
Pennsylvania
$965K +$8.69K +135 +0.9%
OFS
461
Orrstown Financial Services
Pennsylvania
$961K -$22.1K -343 -2%
EWM
462
Evercore Wealth Management
New York
$959K +$110K +1,715 +13%
BHBT
463
Burke & Herbert Bank & Trust
Virginia
$953K
EOJOAM
464
E. Ohman J:or Asset Management
Sweden
$953K
HFS
465
HL Financial Services
Kentucky
$949K +$38.7K +601 +4%
MHC
466
Meyer Handelman Company
New York
$948K
FIM
467
Fruth Investment Management
Texas
$947K -$3.22K -50 -0.3%
BIC
468
Bridges Investment Counsel
Nebraska
$943K -$2.9K -45 -0.3%
HTC
469
Haverford Trust Company
Pennsylvania
$940K -$154K -2,400 -14%
MA
470
MUFG Americas
New York
$939K -$109K -1,698 -10%
AB
471
Amalgamated Bank
New York
$927K -$8.49K -132 -0.9%
SIC
472
Salem Investment Counselors
North Carolina
$907K +$41.8K +650 +5%
PAM
473
PartnerRe Asset Management
Connecticut
$904K -$50.5K -785 -5%
OA
474
OFI Advisors
Pennsylvania
$900K +$52.8K +820 +6%
TSS
475
Thomas Story & Son
Indiana
$899K -$12.9K -200 -1%

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.