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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
AWM
626
Altavista Wealth Management
North Carolina
$354K +$18K +279 +5%
DAM
627
Delta Asset Management
Tennessee
$354K +$28.3K +440 +9%
CCMG
628
Clark Capital Management Group
Pennsylvania
$353K -$22.8K -355 -6%
ST
629
Spinnaker Trust
Maine
$352K -$62.4K -969 -15%
SIG
630
Schaller Investment Group
North Carolina
$352K
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$350K +$13.4K +209 +4%
WT
632
Washington Trust
Rhode Island
$349K -$5.73K -89 -2%
CAM
633
Columbia Asset Management
Michigan
$348K +$346K +5,380 New
KB
634
Kimelman & Baird
New York
$343K
PAM
635
Princeton Alpha Management
New Jersey
$343K +$342K +5,308 New
WCM
636
Wisconsin Capital Management
Wisconsin
$342K
BIC
637
Beach Investment Counsel
Pennsylvania
$340K
PPSG
638
Princeton Portfolio Strategies Group
New Jersey
$340K
WG
639
Welch Group
Alabama
$339K
FNBOO
640
First National Bank of Omaha
Nebraska
$336K -$23.7K -368 -7%
TSBJ
641
Trevor, Stewart, Burton & Jacobsen
New York
$336K
P
642
Pitcairn
Pennsylvania
$335K -$1.93K -30 -0.6%
CBT
643
Central Bank & Trust
Kentucky
$332K
CNBT
644
Canandaigua National Bank & Trust
New York
$330K
CM
645
Capital Management
Virginia
$330K +$129 +2 +0%
SPC
646
Stewart & Patten Company
California
$329K
ZCA
647
Zeke Capital Advisors
Pennsylvania
$329K
ARMT
648
Amica Retiree Medical Trust
Rhode Island
$329K +$328K +5,091 New
PAMG
649
Patton Albertson Miller Group
Tennessee
$324K
TCM
650
Tran Capital Management
California
$323K -$48.3K -750 -13%

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.