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Dominion Energy
D

936 hedge funds and large institutions have $27.2B invested in Dominion Energy in 2014 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 294 increasing their positions, 341 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 39

23% more call options, than puts

Call options by funds: $129M | Put options by funds: $105M

12% more capital invested

Capital invested by funds: $24.2B → $27.2B (+$2.96B)

7% more funds holding

Funds holding: 871 → 936 (+65)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

0.36% more ownership

Funds ownership: 60.26% → 60.63% (+0.36%)

14% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 341

Holders
936
Holders Change
+65
Holders Change %
+7.46%
% of All Funds
24.97%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
118
Increased
294
Reduced
341
Closed
39
Calls
$129M
Puts
$105M
Net Calls
+$24.1M
Net Calls Change
-$51.5M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$212M
2
MAA
Managed Account Advisors
New Jersey
+$156M
3
State Street
State Street
Massachusetts
+$149M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$99.7M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$109M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$102M
3
BA
BlackRock Advisors
Delaware
-$74.3M
4
PG
PEAK6 Group
Illinois
-$57M
5
Capital World Investors
Capital World Investors
California
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
726
Ferguson Wellman Capital Management
Oregon
$304K +$941 +13 +0.3%
CAM
727
Congress Asset Management
Massachusetts
$304K +$7.24K +100 +3%
SCM
728
SKBA Capital Management
California
$300K – – –
EB
729
Eastern Bank
Massachusetts
$299K – – –
HDIM
730
Hanson & Doremus Investment Management
Vermont
$299K – – –
TF
731
Tompkins Financial
New York
$298K – – –
MA
732
Montag & Associates
Georgia
$298K +$280K +3,875 New
BDF
733
Balasa Dinverno & Foltz
$295K -$724 -10 -0.3%
SFSG
734
Stearns Financial Services Group
North Carolina
$293K – – –
T
735
Thomaspartners
Massachusetts
$293K – – –
UAS
736
United Asset Strategies
New York
$292K +$289 +4 +0.1%
CBN
737
Cadence Bank NA
Texas
$290K -$362 -5 -0.1%
PWAP
738
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$287K -$465K -6,426 -63%
WS
739
Wedbush Securities
California
$283K +$20K +277 +8%
ACH
740
ArrowMark Colorado Holdings
Colorado
$283K +$266K +3,676 New
CSS
741
Cubist Systematic Strategies
Connecticut
$280K -$1.24M -17,190 -83%
BG
742
Bahl & Gaynor
Ohio
$280K +$31.6K +437 +14%
HCM
743
Howland Capital Management
Massachusetts
$279K -$1.81K -25 -0.7%
FCT
744
Family Capital Trust
Massachusetts
$278K – – –
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$278K – – –
SFM
746
Signature Financial Management
Virginia
$277K -$36.2K -500 -12%
HF
747
Hoxton Financial
West Virginia
$276K -$4.2K -58 -2%
CPSAC
748
Chas P. Smith & Associates (CPS)
Florida
$274K – – –
LD
749
Lipe & Dalton
New York
$273K – – –
IH
750
IFC Holdings
Florida
$272K +$17.4K +241 +8%
28 29
30
31 32

D Hedge Fund Activity: Q4 2014 in Review

936 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2014, worth a combined $27.2B — up 12% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new D positions and 39 closed out — a net gain of 79 holders — while 294 added to existing stakes and 341 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $212M. The largest seller was Massachusetts Financial Services, cutting an estimated $109M.

  • 936 institutional investors held Dominion Energy (D) as of Q4 2014, up from 871 in Q3 2014.
  • Funds reported $27.2B of Dominion Energy stock for Q4 2014, up 12% quarter-over-quarter.
  • 118 funds opened new Dominion Energy positions in Q4 2014 and 39 closed out, a net change of +79 holders.
  • The largest Dominion Energy buyer in Q4 2014 was Capital Research Global Investors, an estimated $212M added.
  • The largest Dominion Energy seller in Q4 2014 was Massachusetts Financial Services, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2014.