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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
HH
676
Hilltop Holdings
Texas
$284K +$283K +4,395 New
IC
677
IKOS CIF
Cyprus
$284K +$284K +4,419 New
STI
678
Susquehanna Trust & Investment
Pennsylvania
$282K -$12.9K -200 -4%
GJIC
679
Gamble Jones Investment Counsel
California
$282K -$5.28K -82 -2%
TAM
680
Taurus Asset Management
New York
$282K
SFM
681
Signature Financial Management
Virginia
$281K +$32.2K +500 +13%
FBT
682
First Bankers Trust
Kentucky
$277K +$7.98K +124 +3%
SCM
683
Shelton Capital Management
Colorado
$275K
LFG
684
LifePlan Financial Group
Ohio
$275K +$91.6K +1,423 +50%
T
685
Thomaspartners
Massachusetts
$274K -$11.8K -183 -4%
HAIM
686
Hunter Associates Investment Management
Pennsylvania
$274K -$129 -2 -0%
SBH
687
Segall Bryant & Hamill
Illinois
$274K +$272K +4,228 New
RMDI
688
R.M. Davis Inc
Maine
$273K -$77.5K -1,204 -22%
DP
689
Dearborn Partners
Illinois
$272K -$41.4K -644 -13%
BOS
690
Bank of Stockton
California
$272K
GP
691
Girard Partners
Pennsylvania
$272K +$271K +4,208 New
I
692
IberiaBank
Louisiana
$270K -$21.2K -330 -7%
PFC
693
Phocas Financial Corp
California
$268K -$6.33M -98,378 -96%
MCWS
694
McKinley Carter Wealth Services
West Virginia
$267K +$265K +4,125 New
AT
695
Acadia Trust
Maine
$266K
IPRC
696
Indices-Pac Research Corporation
New Jersey
$266K +$265K +4,119 New
GVT
697
Genesee Valley Trust
New York
$261K -$96.9K -1,506 -27%
PIM
698
Penobscot Investment Management
Massachusetts
$259K
FWCM
699
Ferguson Wellman Capital Management
Oregon
$257K -$22.5K -350 -8%
GA
700
Geneva Advisors
Illinois
$257K +$255K +3,968 New

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.