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Dominion Energy
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Overview Fund Activity

786 hedge funds and large institutions have $21.7B invested in Dominion Energy in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 328 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
25.49%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.58%
New
54
Increased
253
Reduced
328
Closed
36
Calls
$189M
Puts
$88.4M
Net Calls
+$101M
Net Calls Change
+$75.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$469M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$209M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$150M
4
Cohen & Steers
4
Cohen & Steers
New York
$89.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.38B

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$43.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.7M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$267M
4
EA
4
Euclid Advisors
Connecticut
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
526
Burney Company
Virginia
$542K +$6.25K +100 +1%
ANBTV
527
American National Bank & Trust (Virginia)
Virginia
$535K – – –
WF
528
Welch & Forbes
Massachusetts
$530K -$18.7K -300 -3%
HSA
529
HBK Sorce Advisory
Pennsylvania
$526K -$504K -8,056 -49%
1SB
530
1ST Source Bank
Indiana
$526K +$112K +1,786 +27%
SAM
531
Silvercrest Asset Management
New York
$523K -$1.27M -20,300 -71%
1IC
532
1919 Investment Counsel
Maryland
$523K +$250 +4 +0%
B
533
BancorpSouth
Mississippi
$523K +$38.5K +616 +8%
FCFC
534
First Commonwealth Financial Corp
Pennsylvania
$520K – – –
BST
535
Bath Savings Trust
Maine
$518K – – –
FFIC
536
First Fiduciary Investment Counsel
Ohio
$504K – – –
RFA
537
Reilly Financial Advisors
California
$500K +$15.6K +250 +3%
NAM
538
NTV Asset Management
West Virginia
$499K +$312 +5 +0.1%
AT
539
Arden Trust
Delaware
$490K +$6.25K +100 +1%
Bank of Nova Scotia
540
Bank of Nova Scotia
Ontario, Canada
$482K -$1.69K -27 -0.3%
BIM
541
Baldwin Investment Management
Pennsylvania
$478K -$12.5K -200 -3%
MJRIC
542
Mogy Joel R Investment Counsel
California
$476K – – –
OC
543
Oarsman Capital
Wisconsin
$475K -$2.5K -40 -0.5%
NPC
544
National Planning Corporation
California
$474K -$4.59K -73 -1%
MC
545
Middleton & Co
Massachusetts
$472K – – –
SACTSONJ
546
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$471K – – –
HKIM
547
Hayek Kallen Investment Management
Alabama
$469K +$42K +672 +10%
BHA
548
Beech Hill Advisors
New York
$469K +$469K +7,500 New
PAG
549
Pinnacle Advisory Group
Maryland
$463K +$1.69K +27 +0.4%
FCCM
550
First City Capital Management
Georgia
$462K +$12.5K +200 +3%
20 21
22
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