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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
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$170M +$14.1M +219,570 +9%
Ameriprise
27
Ameriprise
Minnesota
$164M +$683K +10,618 +0.4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$161M -$7.72M -119,883 -5%
Wells Fargo
29
Wells Fargo
California
$152M +$7.68M +119,324 +5%
Invesco
30
Invesco
Georgia
$147M -$10.3M -160,406 -7%
UBS AM
31
UBS AM
Illinois
$135M +$7.2M +111,838 +6%
TIM
32
Thornburg Investment Management
New Mexico
$131M +$7.75M +120,482 +6%
Capital International Investors
33
Capital International Investors
California
$130M +$91.1M +1,415,000 +236%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$129M -$2.96M -46,000 -2%
SCCM
35
Schafer Cullen Capital Management
New York
$128M -$4M -62,203 -3%
Goldman Sachs
36
Goldman Sachs
New York
$128M +$29.4M +456,882 +30%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$116M +$13.8M +214,241 +14%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$116M +$8.62M +134,013 +8%
SC
39
Stralem & Co
New York
$113M -$11.3M -174,900 -9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$108M -$42.6M -662,147 -28%
Swiss National Bank
41
Swiss National Bank
Switzerland
$102M -$1.17M -18,200 -1%
EIP
42
Energy Income Partners
Connecticut
$100M -$21.4M -332,692 -18%
Cohen & Steers
43
Cohen & Steers
New York
$98.6M +$6M +93,168 +7%
WHRC
44
W.H. Reaves & Co
New Jersey
$96.5M -$265K -4,112 -0.3%
DPIM
45
Duff & Phelps Investment Management
Illinois
$94.9M -$206K -3,200 -0.2%
BlackRock
46
BlackRock
New York
$94.2M +$3.64M +56,584 +4%
Morgan Stanley
47
Morgan Stanley
New York
$92.9M +$7.62M +118,387 +9%
Jennison Associates
48
Jennison Associates
New York
$86.4M
Charles Schwab
49
Charles Schwab
California
$81.7M +$2.72M +42,255 +3%
EIP
50
Epoch Investment Partners
New York
$74.8M +$2.19M +34,045 +3%

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.