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Dominion Energy

886 hedge funds and large institutions have $24.6B invested in Dominion Energy in 2014 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 283 increasing their positions, 347 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

73% more call options, than puts

Call options by funds: $121M | Put options by funds: $69.8M

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

10% more capital invested

Capital invested by funds: $22.4B → $24.6B (+$2.15B)

5% more funds holding

Funds holding: 846886 (+40)

0.22% less ownership

Funds ownership: 59.8%59.58% (-0.22%)

18% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 347

Holders
886
Holders Change
+40
Holders Change %
+4.73%
% of All Funds
25.59%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.52%
New
78
Increased
283
Reduced
347
Closed
30
Calls
$121M
Puts
$69.8M
Net Calls
+$50.8M
Net Calls Change
-$980K
Name Holding Trade Value Shares
Change
Change in
Stake
IFB
601
iAB Financial Bank
Indiana
$499K +$13.7K +200 +3%
AP
602
Advisor Partners
California
$498K +$92K +1,347 +24%
PVWM
603
Point View Wealth Management
New Jersey
$497K +$22.7K +333 +5%
PFM
604
Parsec Financial Management
North Carolina
$493K +$478 +7 +0.1%
CWM
605
Concert Wealth Management
California
$490K +$11.1K +162 +2%
DY
606
Dowling & Yahnke
California
$486K -$19.3K -283 -4%
GP
607
Girard Partners
Pennsylvania
$481K +$176K +2,571 +61%
WTIM
608
Wilmington Trust Investment Management
Delaware
$478K -$244K -3,572 -35%
CAM
609
Cypress Asset Management
Texas
$466K -$50.5K -739 -10%
CSIC
610
Clifford Swan Investment Counsel
California
$461K +$41K +600 +10%
FMBTD
611
First Midwest Bank Trust Division
Illinois
$461K +$68.3K +1,000 +18%
Verition Fund Management
612
Verition Fund Management
Connecticut
$459K +$441K +6,465 New
FMW
613
Farr Miller & Washington
District of Columbia
$455K -$3.48K -51 -0.8%
BP
614
Banyan Partners
Florida
$454K -$39.8K -583 -8%
AB
615
AT Bancorp
Iowa
$450K
Dodge & Cox
616
Dodge & Cox
California
$447K -$27.3K -400 -6%
PC
617
Permit Capital
Pennsylvania
$447K
BRWA
618
B. Riley Wealth Advisors
Florida
$443K +$50K +732 +13%
CA
619
Cetera Advisors
Colorado
$442K +$166K +2,425 +63%
ATC
620
Argent Trust Company
Louisiana
$439K
WA
621
Waverly Advisors
Alabama
$438K +$36.6K +536 +10%
FFA
622
First Foundation Advisors
California
$436K -$105K -1,531 -20%
IB
623
Intrust Bank
Kansas
$436K -$16K -234 -4%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$434K -$7.85K -115 -2%
CWP
625
Capital Wealth Planning
Florida
$434K +$418K +6,116 New

D Hedge Fund Activity: Q1 2014 in Review

886 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q1 2014, worth a combined $24.6B — up 9.6% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new D positions and 30 closed out — a net gain of 48 holders — while 283 added to existing stakes and 347 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $515M. The largest seller was Wellington Management Group, cutting an estimated $577M.

  • 886 institutional investors held Dominion Energy (D) as of Q1 2014, up from 846 in Q4 2013.
  • Funds reported $24.6B of Dominion Energy stock for Q1 2014, up 9.6% quarter-over-quarter.
  • 78 funds opened new Dominion Energy positions in Q1 2014 and 30 closed out, a net change of +48 holders.
  • The largest Dominion Energy buyer in Q1 2014 was JP Morgan Chase, an estimated $515M added.
  • The largest Dominion Energy seller in Q1 2014 was Wellington Management Group, an estimated $577M sold.

Based on aggregated 13F filings for Q1 2014.