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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
ADBIC
601
A.D. Beadell Investment Counsel
Wisconsin
$388K -$225K -3,500 -37%
GHAM
602
Gilman Hill Asset Management
Connecticut
$386K -$1.93K -30 -0.5%
MDCM
603
Morgan Dempsey Capital Management
Wisconsin
$385K -$22.8K -355 -6%
First Manhattan
604
First Manhattan
New York
$385K +$19.3K +300 +5%
Luther King Capital Management (LKCM)
605
Luther King Capital Management (LKCM)
Texas
$382K -$1.43M -22,245 -79%
CTA
606
Colonial Trust Advisors
South Carolina
$382K
VNA
607
VNBTrust National Association
Virginia
$381K -$644 -10 -0.2%
CSIC
608
Clifford Swan Investment Counsel
California
$381K
RC
609
RegentAtlantic Capital
New Jersey
$373K -$28.2K -438 -7%
NPF
610
Norris Perne & French
Michigan
$373K -$9.01K -140 -2%
DAC
611
Dividend Assets Capital
South Carolina
$372K
PFPT
612
Pinnacle Financial Partners (Tennessee)
Tennessee
$372K +$12.9K +200 +4%
FHA
613
First Horizon Advisors
Tennessee
$370K
IHL
614
Investment House LLC
California
$369K -$103K -1,600 -22%
CK
615
Cohen Klingenstein
New York
$369K
OCM
616
Orleans Capital Management
Louisiana
$367K -$208K -3,233 -36%
AP
617
Advisor Partners
California
$367K +$35.3K +549 +11%
WRM
618
Westport Resources Management
Connecticut
$365K -$56K -870 -13%
WA
619
Waverly Advisors
Alabama
$365K +$346K +5,380 +2,093%
H
620
Hexavest
Quebec, Canada
$364K
LJHT
621
Laurie J. Hall Trustee
$364K
PHS
622
Pekin Hardy Strauss
Illinois
$361K -$83.7K -1,300 -19%
BRWA
623
B. Riley Wealth Advisors
Florida
$357K -$1.42K -22 -0.4%
FMBTD
624
First Midwest Bank Trust Division
Illinois
$355K -$111K -1,725 -24%
CFA
625
Carroll Financial Associates
North Carolina
$354K

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.