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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
CAM
576
Cypress Asset Management
Texas
$472K
NPA
577
Nichols & Pratt Advisers
Massachusetts
$470K
NAMP
578
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$465K +$96K +1,492 +26%
DY
579
Dowling & Yahnke
California
$462K
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$458K +$455K +7,075 New
FCCM
581
First City Capital Management
Georgia
$456K -$21.9K -340 -5%
BP
582
Banyan Partners
Florida
$451K +$44.5K +692 +11%
PFM
583
Parsec Financial Management
North Carolina
$448K +$76.3K +1,185 +21%
WJA
584
Williams Jones & Associates
New York
$446K -$193K -3,000 -30%
STMM
585
South Texas Money Management
Texas
$445K +$14.5K +225 +3%
IFB
586
iAB Financial Bank
Indiana
$442K -$6.44K -100 -1%
DWA
587
Douglass Winthrop Advisors
New York
$441K +$82.4K +1,280 +23%
MPI
588
Mairs & Power Inc
Minnesota
$440K
T
589
TradeWorx
New Jersey
$440K +$438K +6,805 New
CWM
590
Concert Wealth Management
California
$435K +$22.9K +356 +6%
Dodge & Cox
591
Dodge & Cox
California
$433K
PVWM
592
Point View Wealth Management
New Jersey
$431K +$429K +6,663 New
GIM
593
Goelzer Investment Management
Indiana
$428K +$426K +6,618 New
FMW
594
Farr Miller & Washington
District of Columbia
$418K +$64 +1 +0%
IB
595
Intrust Bank
Kansas
$413K +$22.2K +345 +6%
AB
596
AT Bancorp
Iowa
$410K -$16.7K -260 -4%
PC
597
Permit Capital
Pennsylvania
$407K
AA
598
ALPS Advisors
Colorado
$404K +$118K +1,831 +42%
LNWWM
599
Laird Norton Wetherby Wealth Management
California
$403K +$5.99K +93 +2%
ATC
600
Argent Trust Company
Louisiana
$400K +$59.5K +925 +18%

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.