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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 %
FBP
701
Flippin Bruce & Porter
Virginia
$209K -$21.8K -350 -9%
BDF
702
Balasa Dinverno & Foltz
$209K +$209K +3,343 New
IIM
703
Ipswich Investment Management
Massachusetts
$209K +$209K +3,348 New
HIM
704
Hillsdale Investment Management
Ontario, Canada
$206K -$65.5K -1,050 -24%
TAM
705
Tealwood Asset Management
Minnesota
$205K -$31.3K -500 -13%
TCM
706
Tufton Capital Management
Maryland
$205K +$205K +3,274 New
BJL
707
Brighton Jones LLC
Washington
$203K +$203K +3,241 New
SFP
708
Santa Fe Partners
New Mexico
$202K +$202K +3,231 New
BC
709
Bartlett & Co
Ohio
$198K -$37.4K -600 -16%
AC
710
Alexandria Capital
Virginia
$195K -$99.6K -1,591 -34%
TWA
711
TCI Wealth Advisors
Arizona
$192K – – –
HF
712
Hoxton Financial
West Virginia
$189K -$564 -9 -0.3%
Lazard Asset Management
713
Lazard Asset Management
New York
$187K – – –
FANJ
714
Financial Architects (New Jersey)
New Jersey
$185K +$4.56K +73 +3%
DSC
715
Duncker Streett & Co
Missouri
$183K +$20.8K +333 +13%
Envestnet Asset Management
716
Envestnet Asset Management
Illinois
$181K -$1.57K -25 -0.9%
MA
717
MCF Advisors
Kentucky
$177K +$8.24K +116 +5%
JCM
718
Jasinkiewicz Capital Management
New Jersey
$176K -$5.23M -83,697 -97%
LFG
719
LifePlan Financial Group
Ohio
$176K +$100K +1,607 +132%
SAMC
720
Shinko Asset Management Company
Japan
$169K -$12.5K -200 -7%
QAM
721
QCI Asset Management
New York
$157K – – –
QT
722
Quantbot Technologies
New York
$156K -$432K -6,918 -73%
WC
723
Whitnell & Co
Illinois
$156K – – –
CPA
724
Cowen Prime Advisors
New York
$156K – – –
BOK
725
Bank of Kentucky
Kentucky
$153K – – –
27 28
29
30 31