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Dominion Energy
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Overview Fund Activity

786 hedge funds and large institutions have $21.7B invested in Dominion Energy in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 328 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+14
Holders Change %
+1.81%
% of All Funds
25.49%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.58%
New
54
Increased
253
Reduced
328
Closed
36
Calls
$189M
Puts
$88.4M
Net Calls
+$101M
Net Calls Change
+$75.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$469M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$209M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$150M
4
Cohen & Steers
4
Cohen & Steers
New York
$89.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.38B

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$43.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.7M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$267M
4
EA
4
Euclid Advisors
Connecticut
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
651
Thomaspartners
Massachusetts
$276K – – –
SIM
652
Sadoff Investment Management
Wisconsin
$276K – – –
AA
653
ALPS Advisors
Colorado
$276K +$276K +4,410 New
CBN
654
Cadence Bank NA
Texas
$273K -$1K -16 -0.4%
TAM
655
Taurus Asset Management
New York
$272K -$50K -800 -16%
FWCM
656
Ferguson Wellman Capital Management
Oregon
$270K -$80K -1,280 -23%
MBE
657
Michael B. Elefante
$267K +$1.25K +20 +0.5%
SCM
658
Shelton Capital Management
Colorado
$266K – – –
HAIM
659
Hunter Associates Investment Management
Pennsylvania
$265K – – –
BO
660
Bank OZK
Arkansas
$265K +$265K +4,246 New
BOS
661
Bank of Stockton
California
$263K -$50K -800 -16%
SFSG
662
Stearns Financial Services Group
North Carolina
$262K -$625 -10 -0.2%
FBT
663
First Bankers Trust
Kentucky
$260K – – –
AT
664
Acadia Trust
Maine
$257K – – –
MA
665
Montag & Associates
Georgia
$251K – – –
PIM
666
Penobscot Investment Management
Massachusetts
$250K -$37.4K -600 -13%
CGT
667
Capital Guardian Trust
California
$250K – – –
CIA
668
Choate Investment Advisors
Massachusetts
$247K – – –
HDIM
669
Hanson & Doremus Investment Management
Vermont
$247K +$57.2K +916 +30%
IC
670
Inverness Counsel
New York
$246K – – –
SI
671
SII Investments
Wisconsin
$244K -$38.6K -625 -14%
EB
672
Eastern Bank
Massachusetts
$243K – – –
TF
673
Tompkins Financial
New York
$242K – – –
MG
674
MDE Group
New Jersey
$241K -$18.1K -290 -7%
CAM
675
Congress Asset Management
Massachusetts
$241K – – –
25 26
27
28 29