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Dominion Energy

884 hedge funds and large institutions have $25.2B invested in Dominion Energy in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 304 increasing their positions, 346 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $269M | Put options by funds: $104M

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

4% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 49

3% more capital invested

Capital invested by funds: $24.6B → $25.2B (+$641M)

0.79% more ownership

Funds ownership: 59.58%60.38% (+0.79%)

0% less funds holding

Funds holding: 887884 (-3)

12% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 346

Holders
884
Holders Change
-3
Holders Change %
-0.34%
% of All Funds
25.4%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
51
Increased
304
Reduced
346
Closed
49
Calls
$269M
Puts
$104M
Net Calls
+$165M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$189M -$2.15M -30,656 -1%
TCIM
27
TIAA CREF Investment Management
New York
$186M +$13.3M +188,911 +8%
Wells Fargo
28
Wells Fargo
California
$182M -$9.92M -141,450 -5%
UBS AM
29
UBS AM
Illinois
$175M +$16.4M +233,932 +11%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$168M -$4.64M -66,098 -3%
JHIU
31
Janus Henderson Investors US
Colorado
$165M +$96.9M +1,381,100 +149%
Invesco
32
Invesco
Georgia
$163M +$6.04M +86,152 +4%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$146M -$16.4M -233,830 -10%
Goldman Sachs
34
Goldman Sachs
New York
$146M +$11.8M +168,513 +9%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$143M
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$131M -$6.35M -90,495 -5%
TIM
37
Thornburg Investment Management
New Mexico
$127M
Morgan Stanley
38
Morgan Stanley
New York
$119M +$11.2M +159,659 +11%
EIP
39
Energy Income Partners
Connecticut
$119M +$4.41M +62,908 +4%
Jennison Associates
40
Jennison Associates
New York
$115M +$18.9M +269,431 +20%
Swiss National Bank
41
Swiss National Bank
Switzerland
$112M +$919K +13,100 +0.8%
Cohen & Steers
42
Cohen & Steers
New York
$110M +$669K +9,537 +0.6%
BlackRock
43
BlackRock
New York
$108M +$4.19M +59,759 +4%
SC
44
Stralem & Co
New York
$105M -$12.1M -172,885 -11%
Ameriprise
45
Ameriprise
Minnesota
$104M -$71M -1,012,575 -41%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$102M -$3.28M -46,753 -3%
WHRC
47
W.H. Reaves & Co
New Jersey
$102M +$4.98M +70,940 +5%
HAI
48
Hennessy Advisors Inc
California
$99.8M +$23.8M +339,500 +32%
Charles Schwab
49
Charles Schwab
California
$95.1M +$2.3M +32,728 +3%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.3M +$1.21M +17,190 +1%

D Hedge Fund Activity: Q2 2014 in Review

884 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q2 2014, worth a combined $25.2B — up 2.6% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new D positions and 49 closed out — a net gain of 2 holders — while 304 added to existing stakes and 346 trimmed.

The largest buyer was Norges Bank, adding an estimated $324M. The largest seller was Franklin Resources, cutting an estimated $140M.

  • 884 institutional investors held Dominion Energy (D) as of Q2 2014, down from 887 in Q1 2014.
  • Funds reported $25.2B of Dominion Energy stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 51 funds opened new Dominion Energy positions in Q2 2014 and 49 closed out, a net change of +2 holders.
  • The largest Dominion Energy buyer in Q2 2014 was Norges Bank, an estimated $324M added.
  • The largest Dominion Energy seller in Q2 2014 was Franklin Resources, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2014.