We are live on ! Find out more
D icon

Dominion Energy

886 hedge funds and large institutions have $24.6B invested in Dominion Energy in 2014 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 283 increasing their positions, 347 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

73% more call options, than puts

Call options by funds: $121M | Put options by funds: $69.8M

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

10% more capital invested

Capital invested by funds: $22.4B → $24.6B (+$2.15B)

5% more funds holding

Funds holding: 846886 (+40)

0.22% less ownership

Funds ownership: 59.8%59.58% (-0.22%)

18% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 347

Holders
886
Holders Change
+40
Holders Change %
+4.73%
% of All Funds
25.59%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
78
Increased
283
Reduced
347
Closed
30
Calls
$121M
Puts
$69.8M
Net Calls
+$50.8M
Net Calls Change
-$980K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$190M +$22.3M +326,315 +14%
Legal & General Group
27
Legal & General Group
United Kingdom
$190M -$4.63M -67,815 -2%
Ameriprise
28
Ameriprise
Minnesota
$175M -$4.55M -66,687 -3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$172M -$4.2M -61,509 -2%
TCIM
30
TIAA CREF Investment Management
New York
$171M -$37.9M -554,774 -19%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$162M -$23.6M -345,298 -13%
UBS AM
32
UBS AM
Illinois
$157M +$8.57M +125,471 +6%
Invesco
33
Invesco
Georgia
$155M -$5.74M -84,070 -4%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$142M
SCCM
35
Schafer Cullen Capital Management
New York
$136M -$4.5M -65,953 -3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$136M +$9.05M +132,466 +7%
Goldman Sachs
37
Goldman Sachs
New York
$133M -$7.24M -106,037 -5%
TIM
38
Thornburg Investment Management
New Mexico
$126M -$17.1M -250,000 -12%
SC
39
Stralem & Co
New York
$116M -$7.57M -110,800 -6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$114M -$4.88M -71,484 -4%
EIP
41
Energy Income Partners
Connecticut
$113M +$3.34M +48,874 +3%
Swiss National Bank
42
Swiss National Bank
Switzerland
$111M -$1.33M -19,414 -1%
Cohen & Steers
43
Cohen & Steers
New York
$108M -$54.4K -796 -0.1%
Morgan Stanley
44
Morgan Stanley
New York
$107M +$4.79M +70,160 +5%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$105M -$22.2M -324,753 -18%
BlackRock
46
BlackRock
New York
$103M -$81.9K -1,200 -0.1%
WHRC
47
W.H. Reaves & Co
New Jersey
$96M -$9.51M -139,240 -9%
Jennison Associates
48
Jennison Associates
New York
$95.1M +$269K +3,946 +0.3%
Charles Schwab
49
Charles Schwab
California
$92M +$2.26M +33,077 +3%
EIP
50
Epoch Investment Partners
New York
$84.5M +$2.34M +34,212 +3%

D Hedge Fund Activity: Q1 2014 in Review

886 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2014, worth a combined $24.6B — up 9.6% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new D positions and 30 closed out — a net gain of 48 holders — while 283 added to existing stakes and 347 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $515M. The largest seller was Wellington Management Group, cutting an estimated $577M.

  • 886 institutional investors held Dominion Energy (D) as of Q1 2014, up from 846 in Q4 2013.
  • Funds reported $24.6B of Dominion Energy stock for Q1 2014, up 9.6% quarter-over-quarter.
  • 78 funds opened new Dominion Energy positions in Q1 2014 and 30 closed out, a net change of +48 holders.
  • The largest Dominion Energy buyer in Q1 2014 was JP Morgan Chase, an estimated $515M added.
  • The largest Dominion Energy seller in Q1 2014 was Wellington Management Group, an estimated $577M sold.

Based on aggregated 13F filings for Q1 2014.