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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 %
NPIT
676
National Penn Investors Trust
Pennsylvania
$240K – – –
ST
677
Stifel Trust
Missouri
$239K -$25.1K -400 -9%
KFS
678
KMS Financial Services
Washington
$238K -$357K -5,699 -60%
SFM
679
Signature Financial Management
Virginia
$238K -$17.2K -277 -7%
LM
680
Luminus Management
Texas
$237K -$106K -1,700 -31%
ONB
681
Old National Bancorp
Indiana
$236K +$236K +3,783 New
CA
682
Cetera Advisors
Colorado
$235K +$235K +3,796 New
IH
683
IFC Holdings
Florida
$233K +$233K +3,731 New
NYLIM
684
New York Life Investment Management
New York
$231K – – –
BC
685
Barnett & Company
Tennessee
$229K – – –
SAS
686
Spectrum Advisory Services
Georgia
$227K – – –
NRS
687
Neville Rodie & Shaw
New York
$227K – – –
FCT
688
Family Capital Trust
Massachusetts
$226K – – –
HBT
689
Hills Bank & Trust
Iowa
$224K – – –
LD
690
Lipe & Dalton
New York
$223K – – –
ACM
691
Aviance Capital Management
Florida
$223K -$6.57K -105 -3%
SRC
692
Stone Run Capital
New York
$219K +$219K +3,500 New
GT
693
Greenleaf Trust
Michigan
$215K +$215K +3,439 New
NSIM
694
North Star Investment Management
Illinois
$214K +$214K +3,423 New
LCM
695
Lucas Capital Management
New Jersey
$214K +$214K +3,424 New
CIC
696
Crawford Investment Counsel
Georgia
$213K -$11.6K -186 -5%
PSI
697
Pinnacle Summer Investments
Virginia
$213K +$2.68K +43 +1%
PL
698
Perpetual Ltd
Australia
$213K +$213K +3,415 New
AP
699
Appleton Partners
Massachusetts
$211K -$12.2K -195 -5%
RIL
700
Rothschild Investment LLC
Illinois
$211K +$211K +3,371 New
26 27
28
29 30