D icon

Dominion Energy
D

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 %
DWA
601
Douglass Winthrop Advisors
New York
$346K +$99.9K +1,600 +41%
CFA
602
Carroll Financial Associates
North Carolina
$342K -$62.5K -1,000 -15%
WT
603
Washington Trust
Rhode Island
$342K +$21K +337 +7%
G
604
GlobalBridge
Minnesota
$341K -$9.06K -145 -3%
SIG
605
Schaller Investment Group
North Carolina
$340K – – –
RMDI
606
R.M. Davis Inc
Maine
$338K +$93.6K +1,500 +38%
KB
607
Kimelman & Baird
New York
$331K – – –
WCM
608
Wisconsin Capital Management
Wisconsin
$331K – – –
ATC
609
Argent Trust Company
Louisiana
$329K +$3.12K +50 +1%
BIC
610
Beach Investment Counsel
Pennsylvania
$328K -$6.25K -100 -2%
WG
611
Welch Group
Alabama
$328K – – –
PPSG
612
Princeton Portfolio Strategies Group
New Jersey
$328K – – –
P
613
Pitcairn
Pennsylvania
$325K -$24.7K -396 -7%
TSBJ
614
Trevor, Stewart, Burton & Jacobsen
New York
$325K – – –
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$325K – – –
PFBT
616
Parkside Financial Bank & Trust
Missouri
$324K -$49.3K -789 -13%
AWM
617
Altavista Wealth Management
North Carolina
$324K – – –
CBT
618
Central Bank & Trust
Kentucky
$321K – – –
AP
619
Advisor Partners
California
$320K +$320K +5,122 New
CM
620
Capital Management
Virginia
$319K -$106K -1,698 -25%
CNBT
621
Canandaigua National Bank & Trust
New York
$319K +$3.13K +50 +1%
ZCA
622
Zeke Capital Advisors
Pennsylvania
$318K -$27.5K -440 -8%
SPC
623
Stewart & Patten Company
California
$317K – – –
DAM
624
Delta Asset Management
Tennessee
$315K +$8.13K +130 +3%
MCM
625
MAI Capital Management
Ohio
$314K -$63 -1 -0%
23 24
25
26 27