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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
FNT
751
First Nebraska Trust
Nebraska
$206K +$205K +3,184 New
UCFA
752
United Capital Financial Advisors
Texas
$205K -$1.63M -25,366 -89%
PFS
753
Prospera Financial Services
Texas
$203K -$98.4K -1,529 -33%
PAM
754
Private Asset Management
California
$203K +$202K +3,140 New
MJP
755
Michael J. Puzo
$201K +$200K +3,100 New
Envestnet Asset Management
756
Envestnet Asset Management
Illinois
$200K +$13.1K +204 +7%
TWA
757
TCI Wealth Advisors
Arizona
$199K
HIM
758
Hillsdale Investment Management
Ontario, Canada
$194K -$19.3K -300 -9%
Lazard Asset Management
759
Lazard Asset Management
New York
$194K
DSC
760
Duncker Streett & Co
Missouri
$190K
BC
761
Bartlett & Co
Ohio
$189K -$16.1K -250 -8%
PL
762
Parkwood LLC
Ohio
$188K +$187K +2,907 New
TDC
763
Thompson Davis & Co
Virginia
$184K +$183K +2,846 New
MBE
764
Michael B. Elefante
$175K -$101K -1,570 -37%
ASN
765
Advisory Services Network
Georgia
$174K +$173K +2,685 New
MA
766
MCF Advisors
Kentucky
$173K -$3.67K -57 -2%
SAMC
767
Shinko Asset Management Company
Japan
$164K -$10.8K -168 -6%
QAM
768
QCI Asset Management
New York
$163K
CPA
769
Cowen Prime Advisors
New York
$162K
WC
770
Whitnell & Co
Illinois
$162K
BAM
771
Brave Asset Management
New Jersey
$162K +$161K +2,500 New
DOA
772
D'Orazio & Associates
Virginia
$159K +$158K +2,452 New
BOK
773
Bank of Kentucky
Kentucky
$158K
EWM
774
Elite Wealth Management
Washington
$144K +$22.1K +344 +18%
HPBT
775
High Point Bank & Trust
North Carolina
$143K +$45.5K +707 +47%

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.