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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
STI
701
Susquehanna Trust & Investment
Pennsylvania
$309K
SFM
702
Signature Financial Management
Virginia
$307K
I
703
IberiaBank
Louisiana
$305K +$8.33K +122 +3%
FBT
704
First Bankers Trust
Kentucky
$304K
PFC
705
Phocas Financial Corp
California
$303K +$8.67K +127 +3%
SCM
706
Shelton Capital Management
Colorado
$302K
HAIM
707
Hunter Associates Investment Management
Pennsylvania
$301K
LFG
708
LifePlan Financial Group
Ohio
$301K
T
709
Thomaspartners
Massachusetts
$301K +$68 +1 +0%
RMDI
710
R.M. Davis Inc
Maine
$299K
DP
711
Dearborn Partners
Illinois
$299K +$137 +2 +0%
GIM
712
Goelzer Investment Management
Indiana
$292K -$171K -2,500 -38%
LI
713
LMCG Investments
Massachusetts
$289K -$41.8K -612 -13%
AT
714
Acadia Trust
Maine
$287K -$5.12K -75 -2%
BOS
715
Bank of Stockton
California
$286K -$12.6K -185 -4%
PIM
716
Penobscot Investment Management
Massachusetts
$285K
SLG
717
Stanley-Laman Group
Pennsylvania
$284K +$273K +4,000 New
FWCM
718
Ferguson Wellman Capital Management
Oregon
$282K
IC
719
Inverness Counsel
New York
$279K
AP
720
Appleton Partners
Massachusetts
$279K +$268K +3,928 New
RT
721
Rockland Trust
Massachusetts
$278K -$137 -2 -0.1%
SIG
722
Sky Investment Group
Connecticut
$277K -$47.8K -700 -15%
CFA
723
Capstone Financial Advisors
Illinois
$277K
MG
724
MDE Group
New Jersey
$277K +$6.15K +90 +2%
HDIM
725
Hanson & Doremus Investment Management
Vermont
$276K -$4.78K -70 -2%

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.