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Dominion Energy

935 hedge funds and large institutions have $25.1B invested in Dominion Energy in 2015 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 314 increasing their positions, 331 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $122M | Put options by funds: $53.4M

33% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 70

2% more funds holding

Funds holding: 920935 (+15)

0.02% less ownership

Funds ownership: 62.61%62.59% (-0.02%)

4% less capital invested

Capital invested by funds: $26B → $25.1B (-$963M)

5% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 331

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
935
Holders Change
+15
Holders Change %
+1.63%
% of All Funds
24.52%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.34%
New
93
Increased
314
Reduced
331
Closed
70
Calls
$122M
Puts
$53.4M
Net Calls
+$68.6M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
676
Charter Research & Investment Group
Connecticut
$342K
FMW
677
Farr Miller & Washington
District of Columbia
$338K -$6.91K -100 -2%
CGT
678
Capital Guardian Trust
California
$338K
CI
679
Cowen Inc
New York
$338K
GW
680
GW & Wade
Massachusetts
$336K +$345 +5 +0.1%
SWK
681
Stephen W. Kidder
$335K
FNB
682
First Niagara Bank
New York
$333K -$75.3K -1,090 -18%
LFG
683
LifePlan Financial Group
Ohio
$330K
VNA
684
Valley National Advisers
Pennsylvania
$327K
AWM
685
Altavista Wealth Management
North Carolina
$327K +$17K +246 +5%
GL
686
GLG LLC
New York
$326K +$333K +4,815 New
PAM
687
Princeton Alpha Management
New Jersey
$326K +$333K +4,825 New
TNB
688
Thomasville National Bank
Georgia
$324K +$331K +4,790 New
MLIC
689
Mandatum Life Insurance Company
Finland
$324K +$331K +4,793 New
BO
690
Bank OZK
Arkansas
$323K +$13K +188 +4%
RB
691
Rodgers Brothers
Pennsylvania
$322K +$132K +1,905 +67%
BCM
692
BTR Capital Management
California
$321K -$34.5K -500 -10%
DJSG
693
D.J. St. Germain
Massachusetts
$321K +$328K +4,749 New
AAC
694
Asset Advisors Corp
Georgia
$319K
FNB
695
Farmers National Bank
Kentucky
$316K
LCS
696
Levin Capital Strategies
New York
$308K -$83.6K -1,210 -21%
CCM
697
Canal Capital Management
Virginia
$306K -$45.5K -659 -13%
CCMG
698
Clark Capital Management Group
Pennsylvania
$306K +$10.4K +151 +3%
SC
699
Savant Capital
Illinois
$304K -$11.9K -173 -4%
SFSG
700
Stearns Financial Services Group
North Carolina
$304K +$46.5K +673 +18%

D Hedge Fund Activity: Q4 2015 in Review

935 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2015, worth a combined $25.1B — down 3.7% from $26B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new D positions and 70 closed out — a net gain of 23 holders — while 314 added to existing stakes and 331 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $239M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $99.7M sold.

  • 935 institutional investors held Dominion Energy (D) as of Q4 2015, up from 920 in Q3 2015.
  • Funds reported $25.1B of Dominion Energy stock for Q4 2015, down 3.7% quarter-over-quarter.
  • 93 funds opened new Dominion Energy positions in Q4 2015 and 70 closed out, a net change of +23 holders.
  • The largest Dominion Energy buyer in Q4 2015 was Wellington Management Group, an estimated $239M added.
  • The largest Dominion Energy seller in Q4 2015 was Adage Capital Partners, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2015.