We are live on ! Find out more
D icon

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
WTB
676
Washington Trust Bank
Washington
$350K +$337K +4,931 New
P
677
Pitcairn
Pennsylvania
$349K -$17.9K -262 -5%
MC
678
Moors & Cabot
Massachusetts
$347K +$334K +4,891 New
EFS
679
Essex Financial Services
Connecticut
$346K
CCP
680
Clough Capital Partners
Massachusetts
$342K
CCMG
681
Clark Capital Management Group
Pennsylvania
$339K -$47.3K -693 -13%
CFA
682
Carroll Financial Associates
North Carolina
$338K -$49.1K -719 -13%
MYLI
683
Meiji Yasuda Life Insurance
Japan
$335K -$15.8K -231 -5%
EIM
684
Emerson Investment Management
Massachusetts
$335K -$13.7K -200 -4%
PPSG
685
Princeton Portfolio Strategies Group
New Jersey
$330K -$41K -600 -11%
MHIC
686
Marble Harbor Investment Counsel
Massachusetts
$330K
SWK
687
Stephen W. Kidder
$330K
HIMC
688
Heritage Investors Management Corp
Maryland
$329K -$22.3K -326 -7%
AAC
689
Asset Advisors Corp
Georgia
$327K
BTNA
690
Bremer Trust National Association
Minnesota
$325K -$14.7K -215 -4%
TFA
691
Transamerica Financial Advisors
Florida
$322K +$237K +3,468 +325%
GIS
692
Guardian Investor Services
New York
$318K -$10.4K -152 -3%
SWM
693
SVA Wealth Management
Wisconsin
$318K +$57.7K +845 +23%
ECM
694
Estabrook Capital Management
New York
$318K
BO
695
Bank OZK
Arkansas
$315K -$27.3K -400 -8%
SIM
696
Sadoff Investment Management
Wisconsin
$314K -$30.7K -450 -9%
KWMG
697
King Wealth Management Group
Florida
$311K -$924K -13,530 -76%
MCM
698
Manchester Capital Management
Vermont
$311K -$18.8K -276 -6%
AAM
699
Advisors Asset Management
Colorado
$310K -$8.2K -120 -3%
GJIC
700
Gamble Jones Investment Counsel
California
$310K +$819 +12 +0.3%

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.