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Dominion Energy
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Overview Fund Activity

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
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

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$469M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$209M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$150M
4
Cohen & Steers
4
Cohen & Steers
New York
$89.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.38B

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$43.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.7M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$267M
4
EA
4
Euclid Advisors
Connecticut
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
751
Brinker Capital Investments
Pennsylvania
$62K +$62K +1,000 New
TFA
752
Transamerica Financial Advisors
Florida
$60K +$8.03K +127 +15%
RI
753
Redwood Investments
Massachusetts
$59K – – –
Toronto Dominion Bank
754
Toronto Dominion Bank
Ontario, Canada
$50K – – –
KTC
755
Kistler-Tiffany Companies
Pennsylvania
$47K – – –
MWAM
756
Mariner Wealth Advisors (Madison)
Kansas
$46K – – –
ST
757
SpiderRock Trading
Illinois
$37K -$34K – –
CA
758
CapWealth Advisors
Tennessee
$37K – – –
SIA
759
SeaBridge Investment Advisors
New Jersey
$37K – – –
AFC
760
AFT Forsyth & Company
Florida
$35K – – –
ARMC
761
American Research & Management Company
Massachusetts
$34K – – –
FA
762
Financial Advantage
Maryland
$33K – – –
MUMSS
763
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K +$32K +510 New
AWMS
764
Advocacy Wealth Management Services
Georgia
$31K – – –
OSNBOA
765
Old Second National Bank of Aurora
Illinois
$31K – – –
FWM
766
Focused Wealth Management
New York
$27K +$27K +425 New
EA
767
Ecofin Advisors
United Kingdom
$19.6K +$19.6K +1,223 New
FQ
768
First Quadrant
California
$19K – – –
HCC
769
Hirtle Callaghan & Co
Pennsylvania
$17K +$17K +273 New
WA
770
Waverly Advisors
Alabama
$16K +$16K +257 New
PAS
771
Partnervest Advisory Services
California
$15K -$9.98K -165 -40%
MIM
772
Macroview Investment Management
Maryland
$13K -$26.9K -427 -67%
CFSG
773
Community Financial Services Group
Vermont
$13K – – –
JFA
774
JNBA Financial Advisors
Minnesota
$12K – – –
BG
775
Bollard Group
Massachusetts
$12K +$12K +198 New
29 30
31
32 33