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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
HBT
726
Hills Bank & Trust
Iowa
$232K
LD
727
Lipe & Dalton
New York
$231K
ACM
728
Aviance Capital Management
Florida
$228K -$2.9K -45 -1%
LM
729
Luminus Management
Texas
$226K -$19.3K -300 -8%
SRC
730
Stone Run Capital
New York
$226K
BC
731
Barnett & Company
Tennessee
$221K -$15.7K -244 -7%
LCM
732
Lucas Capital Management
New Jersey
$221K
NSIM
733
North Star Investment Management
Illinois
$221K
PL
734
Perpetual Ltd
Australia
$221K
WA
735
Wheatland Advisors
Pennsylvania
$221K +$220K +3,412 New
PWM
736
Perigon Wealth Management
California
$221K +$220K +3,425 New
ST
737
Stifel Trust
Missouri
$220K -$26.7K -415 -11%
IH
738
IFC Holdings
Florida
$220K -$20.5K -319 -9%
CIC
739
Crawford Investment Counsel
Georgia
$220K
Mariner
740
Mariner
Kansas
$219K +$218K +3,390 New
RIL
741
Rothschild Investment LLC
Illinois
$218K
NPPM
742
North Point Portfolio Managers
Ohio
$217K -$187K -2,900 -46%
FBP
743
Flippin Bruce & Porter
Virginia
$217K
IIM
744
Ipswich Investment Management
Massachusetts
$216K
HF
745
Hoxton Financial
West Virginia
$214K +$18.6K +289 +10%
TCM
746
Tufton Capital Management
Maryland
$212K
GLI
747
Guardian Life Insurance
New York
$211K -$237K -3,687 -53%
BG
748
Bahl & Gaynor
Ohio
$210K -$93.2K -1,448 -31%
RMAM
749
Raab & Moskowitz Asset Management
New Jersey
$210K +$209K +3,250 New
LIM
750
Leavell Investment Management
Alabama
$207K +$206K +3,195 New

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.