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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
ST
751
Stifel Trust
Missouri
$245K +$3.28K +48 +1%
NPIT
752
National Penn Investors Trust
Pennsylvania
$244K -$64.9K -950 -22%
NRS
753
Neville Rodie & Shaw
New York
$244K -$13.7K -200 -5%
LCM
754
Lucas Capital Management
New Jersey
$243K
NSIM
755
North Star Investment Management
Illinois
$243K
PWM
756
Perigon Wealth Management
California
$243K
IH
757
IFC Holdings
Florida
$243K +$1.09K +16 +0.5%
HCM
758
Howland Capital Management
Massachusetts
$243K +$234K +3,423 New
PL
759
Perpetual Ltd
Australia
$242K
WA
760
Wheatland Advisors
Pennsylvania
$242K
CBN
761
Cadence Bank NA
Texas
$241K -$72.9K -1,068 -24%
NYLIM
762
New York Life Investment Management
New York
$241K -$13.7K -200 -6%
STIA
763
Stone Toro Investment Advisers
New Jersey
$241K +$232K +3,400 New
RIL
764
Rothschild Investment LLC
Illinois
$239K
NPPM
765
North Point Portfolio Managers
Ohio
$238K
BG
766
Bahl & Gaynor
Ohio
$236K +$5.46K +80 +2%
GVT
767
Genesee Valley Trust
New York
$235K -$50.2K -735 -18%
IIM
768
Ipswich Investment Management
Massachusetts
$232K -$5.46K -80 -2%
GLI
769
Guardian Life Insurance
New York
$232K
MCWS
770
McKinley Carter Wealth Services
West Virginia
$231K -$59K -864 -21%
RMAM
771
Raab & Moskowitz Asset Management
New Jersey
$231K
EWM
772
Evermay Wealth Management
Virginia
$230K +$221K +3,233 New
TNBTD
773
Trustmark National Bank Trust Department
Mississippi
$228K +$220K +3,221 New
LIM
774
Leavell Investment Management
Alabama
$227K
BA
775
Boston Advisors
Massachusetts
$226K +$217K +3,184 New

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.