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Dominion Energy
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Overview Fund Activity

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
Holders
886
Holders Change
+40
Holders Change %
+4.73%
% of All Funds
25.61%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$535M
2
U
UBS
Switzerland
+$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$132M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$64.6M
5
ZP
Zimmer Partners
New York
+$62.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$600M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$247M
3
Franklin Resources
Franklin Resources
California
-$143M
4
Capital International Investors
Capital International Investors
California
-$100M
5
TCIM
TIAA CREF Investment Management
New York
-$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFB
601
iAB Financial Bank
Indiana
$499K +$14.2K +200 +3%
AP
602
Advisor Partners
California
$498K +$95.6K +1,347 +24%
PVWM
603
Point View Wealth Management
New Jersey
$497K +$23.7K +333 +5%
PFM
604
Parsec Financial Management
North Carolina
$493K +$497 +7 +0.1%
CWM
605
Concert Wealth Management
California
$490K +$11.5K +162 +2%
DY
606
Dowling & Yahnke
California
$486K -$20.1K -283 -4%
GP
607
Girard Partners
Pennsylvania
$481K +$182K +2,571 +61%
WTIM
608
Wilmington Trust Investment Management
Delaware
$478K -$253K -3,572 -35%
CAM
609
Cypress Asset Management
Texas
$466K -$52.5K -739 -10%
CSIC
610
Clifford Swan Investment Counsel
California
$461K +$42.6K +600 +10%
FMBTD
611
First Midwest Bank Trust Division
Illinois
$461K +$71K +1,000 +18%
Verition Fund Management
612
Verition Fund Management
Connecticut
$459K +$459K +6,465 New
FMW
613
Farr Miller & Washington
District of Columbia
$455K -$3.62K -51 -0.8%
BP
614
Banyan Partners
Florida
$454K -$41.4K -583 -8%
AB
615
AT Bancorp
Iowa
$450K – – –
Dodge & Cox
616
Dodge & Cox
California
$447K -$28.4K -400 -6%
PC
617
Permit Capital
Pennsylvania
$447K – – –
BRWA
618
B. Riley Wealth Advisors
Florida
$443K +$51.9K +732 +13%
CA
619
Cetera Advisors
Colorado
$442K +$172K +2,425 +63%
ATC
620
Argent Trust Company
Louisiana
$439K – – –
WA
621
Waverly Advisors
Alabama
$438K +$38K +536 +10%
FFA
622
First Foundation Advisors
California
$436K -$109K -1,531 -20%
IB
623
Intrust Bank
Kansas
$436K -$16.6K -234 -4%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$434K -$8.17K -115 -2%
CWP
625
Capital Wealth Planning
Florida
$434K +$434K +6,116 New
23 24
25
26 27