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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
ICAS
476
Investors Capital Advisory Services
Massachusetts
$880K +$259K +4,017 +42%
KFC
477
Klingenstein Fields & Co
New York
$876K -$6.44K -100 -0.7%
Thrivent Financial for Lutherans
478
Thrivent Financial for Lutherans
Minnesota
$873K +$6.44K +100 +0.7%
DADC
479
D.A. Davidson & Co
Montana
$868K +$171K +2,650 +25%
WT
480
Whittier Trust
California
$842K -$50.6K -787 -6%
KFS
481
Kurt F. Somerville
$841K
MFS
482
MSI Financial Services
Massachusetts
$827K -$729K -11,325 -47%
BAS
483
Brown Advisory Securities
Maryland
$809K +$38.8K +603 +5%
BBA
484
BLB&B Advisors
Pennsylvania
$806K -$138K -2,150 -15%
SIC
485
SFE Investment Counsel
California
$806K -$22.5K -350 -3%
BB
486
Bell Bank
North Dakota
$803K -$109K -1,695 -12%
JEW
487
Jamison Eaton & Wood
New Jersey
$803K -$64.9K -1,008 -8%
ST
488
Smithfield Trust
Pennsylvania
$803K +$483K +7,500 +153%
WFM
489
Wilmington Funds Management
Delaware
$800K
AIP
490
Ameritas Investment Partners
Nebraska
$795K
RBC
491
Ronald Blue & Co
Georgia
$791K -$25.2K -392 -3%
PCM
492
Princeton Capital Management
New Jersey
$786K -$22.2K -345 -3%
CCFCSB
493
Cape Cod Five Cents Savings Bank
Massachusetts
$785K -$16.1K -250 -2%
CONA
494
Capital One National Association
New York
$780K -$67.7K -1,052 -8%
CCM
495
Carderock Capital Management
Maryland
$777K -$5.28K -82 -0.7%
SAG
496
Sterne Agee Group
Alabama
$769K +$765K +11,885 New
GCP
497
GSA Capital Partners
United Kingdom
$768K +$764K +11,871 New
BEAM
498
Baker Ellis Asset Management
Washington
$767K +$12.9K +200 +2%
ANRIA
499
American National Registered Investment Advisor
Texas
$751K -$1.93K -30 -0.3%
MSS
500
Mitchell Sinkler & Starr
Pennsylvania
$745K

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.