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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
EB
726
Eastern Bank
Massachusetts
$276K
GA
727
Geneva Advisors
Illinois
$275K -$6.83K -100 -3%
TF
728
Tompkins Financial
New York
$275K
CAM
729
Congress Asset Management
Massachusetts
$273K
VFS
730
VSR Financial Services
Kansas
$272K +$262K +3,838 New
SFSG
731
Stearns Financial Services Group
North Carolina
$271K
QI
732
Quotient Investors
New York
$270K
FFA
733
Fragasso Financial Advisors
Pennsylvania
$270K +$1.71K +25 +0.7%
GT
734
Greenleaf Trust
Michigan
$268K +$11.4K +167 +5%
BCM
735
Brookstone Capital Management
Illinois
$267K -$12K -176 -4%
BDF
736
Balasa Dinverno & Foltz
$267K +$10.2K +149 +4%
SC
737
Savant Capital
Illinois
$265K -$1.3K -19 -0.5%
CIA
738
Choate Investment Advisors
Massachusetts
$263K -$11K -161 -4%
QSS
739
Quantitative Systematic Strategies
Florida
$257K +$246K +3,609 New
FCT
740
Family Capital Trust
Massachusetts
$256K
CFMC
741
Curbstone Financial Management Corp
New Hampshire
$256K +$246K +3,600 New
SBH
742
Segall Bryant & Hamill
Illinois
$255K -$43.6K -638 -15%
SI
743
SII Investments
Wisconsin
$255K
LD
744
Lipe & Dalton
New York
$253K -$1.09K -16 -0.4%
ONB
745
Old National Bancorp
Indiana
$251K -$16.3K -239 -6%
TDC
746
Thompson Davis & Co
Virginia
$250K +$46.5K +681 +24%
HF
747
Hoxton Financial
West Virginia
$249K +$13.7K +200 +6%
NAMA
748
Nikko Asset Management Americas
New York
$249K +$239K +3,500 New
LM
749
Luminus Management
Texas
$248K
SRC
750
Stone Run Capital
New York
$248K

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.