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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
VF
626
Virtu Financial
New York
$426K +$410K +5,998 New
ADBIC
627
A.D. Beadell Investment Counsel
Wisconsin
$425K
First Manhattan
628
First Manhattan
New York
$422K
CTA
629
Colonial Trust Advisors
South Carolina
$419K
NPF
630
Norris Perne & French
Michigan
$410K
PHS
631
Pekin Hardy Strauss
Illinois
$410K +$13.7K +200 +4%
DAC
632
Dividend Assets Capital
South Carolina
$408K
HCM
633
Hollencrest Capital Management
California
$407K +$391K +5,728 New
CK
634
Cohen Klingenstein
New York
$405K
Luther King Capital Management (LKCM)
635
Luther King Capital Management (LKCM)
Texas
$404K -$15K -219 -4%
IHL
636
Investment House LLC
California
$404K
DAM
637
Delta Asset Management
Tennessee
$404K +$14.3K +210 +4%
PFPT
638
Pinnacle Financial Partners (Tennessee)
Tennessee
$401K -$7.51K -110 -2%
FHA
639
First Horizon Advisors
Tennessee
$400K -$6.69K -98 -2%
H
640
Hexavest
Quebec, Canada
$400K
LJHT
641
Laurie J. Hall Trustee
$399K
OCM
642
Orleans Capital Management
Louisiana
$398K -$5.12K -75 -1%
MDCM
643
Morgan Dempsey Capital Management
Wisconsin
$397K -$24.7K -362 -6%
WRM
644
Westport Resources Management
Connecticut
$388K -$12K -175 -3%
AWM
645
Altavista Wealth Management
North Carolina
$388K
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$387K +$3.41K +50 +0.9%
SIG
647
Schaller Investment Group
North Carolina
$386K
RFA
648
Reilly Financial Advisors
California
$385K -$160K -2,343 -30%
DWA
649
Douglass Winthrop Advisors
New York
$385K -$95.6K -1,400 -21%
RC
650
RegentAtlantic Capital
New Jersey
$384K -$24.7K -361 -6%

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.