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Dominion Energy

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

114% more call options, than puts

Call options by funds: $189M | Put options by funds: $88.4M

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $19.5B → $21.7B (+$2.2B)

2% more funds holding

Funds holding: 772786 (+14)

0.73% more ownership

Funds ownership: 59.53%60.26% (+0.73%)

23% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 328

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
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$75.9M +$649K +10,943 +0.9%
First Trust Advisors
52
First Trust Advisors
Illinois
$71.3M -$579K -9,768 -0.8%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$70.1M -$1.91M -32,252 -3%
EIP
54
Epoch Investment Partners
New York
$70.1M -$16.6M -279,787 -20%
AllianceBernstein
55
AllianceBernstein
Tennessee
$70M +$4.74M +79,884 +8%
BTS
56
BB&T Securities
Virginia
$69.5M +$142K +2,389 +2%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$68.7M -$763K -12,856 -1%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$68.5M -$13.1M -220,190 -17%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$64.9M +$1.91M +32,142 +3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$62.6M +$72.2K +1,217 +0.1%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$62M -$1.15M -19,454 -2%
Barclays
62
Barclays
United Kingdom
$60.7M +$21.1M +355,430 +57%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$60.6M -$55.5M -936,008 -49%
CCM
64
Cullen Capital Management
New York
$58.1M +$3.18M +53,550 +6%
Prudential Financial
65
Prudential Financial
New Jersey
$57M -$1.88M -31,752 -3%
PP
66
Prudential plc
United Kingdom
$54.1M +$8.45M +142,400 +20%
CS
67
Credit Suisse
Switzerland
$53M -$26.4M -445,192 -34%
HAI
68
Hennessy Advisors Inc
California
$52.8M +$6.28M +105,937 +14%
PPA
69
Parametric Portfolio Associates
Washington
$50.8M +$1.08M +18,291 +2%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.2M +$617K +10,395 +1%
RFC
71
Regions Financial Corp
Alabama
$48.1M +$110K +1,850 +0.2%
MTB
72
Mizuho Trust & Banking
Japan
$47.6M
JHIU
73
Janus Henderson Investors US
Colorado
$46.2M +$13.3M +224,500 +44%
BJ
74
BlackRock Japan
Japan
$45.8M -$417K -7,027 -1%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$45.4M +$3.68M +62,110 +9%

D Hedge Fund Activity: Q3 2013 in Review

786 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2013, worth a combined $21.7B — up 11% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new D positions and 36 closed out — a net gain of 18 holders — while 253 added to existing stakes and 328 trimmed.

The largest buyer was Capital World Investors, adding an estimated $130M. The largest seller was abrdn Investment Management, cutting an estimated $77.8M.

  • 786 institutional investors held Dominion Energy (D) as of Q3 2013, up from 772 in Q2 2013.
  • Funds reported $21.7B of Dominion Energy stock for Q3 2013, up 11% quarter-over-quarter.
  • 54 funds opened new Dominion Energy positions in Q3 2013 and 36 closed out, a net change of +18 holders.
  • The largest Dominion Energy buyer in Q3 2013 was Capital World Investors, an estimated $130M added.
  • The largest Dominion Energy seller in Q3 2013 was abrdn Investment Management, an estimated $77.8M sold.

Based on aggregated 13F filings for Q3 2013.