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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
HDIM
701
Hanson & Doremus Investment Management
Vermont
$256K
IC
702
Inverness Counsel
New York
$254K
RT
703
Rockland Trust
Massachusetts
$254K +$253K +3,925 New
BCM
704
Brookstone Capital Management
Illinois
$254K +$253K +3,933 New
EB
705
Eastern Bank
Massachusetts
$252K
CFA
706
Capstone Financial Advisors
Illinois
$252K +$251K +3,903 New
CIA
707
Choate Investment Advisors
Massachusetts
$250K -$5.79K -90 -2%
TF
708
Tompkins Financial
New York
$250K
SI
709
SII Investments
Wisconsin
$249K -$6.24K -97 -2%
CAM
710
Congress Asset Management
Massachusetts
$249K
SFSG
711
Stearns Financial Services Group
North Carolina
$247K -$24.1K -375 -9%
CA
712
Cetera Advisors
Colorado
$247K +$1.67K +26 +0.7%
QI
713
Quotient Investors
New York
$246K -$135K -2,100 -36%
MG
714
MDE Group
New Jersey
$246K -$2.9K -45 -1%
ONB
715
Old National Bancorp
Indiana
$245K
FFA
716
Fragasso Financial Advisors
Pennsylvania
$245K +$243K +3,781 New
SC
717
Savant Capital
Illinois
$243K -$47.1K -732 -16%
NRS
718
Neville Rodie & Shaw
New York
$235K
SAS
719
Spectrum Advisory Services
Georgia
$235K
SWM
720
SVA Wealth Management
Wisconsin
$235K +$234K +3,637 New
FCT
721
Family Capital Trust
Massachusetts
$234K
BDF
722
Balasa Dinverno & Foltz
$234K +$17.4K +270 +8%
BJL
723
Brighton Jones LLC
Washington
$234K +$24.5K +380 +12%
NYLIM
724
New York Life Investment Management
New York
$233K -$6.44K -100 -3%
GT
725
Greenleaf Trust
Michigan
$233K +$10.5K +163 +5%

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.