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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
CIC
776
Crawford Investment Counsel
Georgia
$224K -$17.2K -252 -7%
PAM
777
Private Asset Management
California
$223K
PFS
778
Prospera Financial Services
Texas
$223K +$205 +3 +0.1%
GOCM
779
Grey Owl Capital Management
Virginia
$223K +$214K +3,139 New
Envestnet Asset Management
780
Envestnet Asset Management
Illinois
$222K +$2.25K +33 +1%
RG
781
Rathbones Group
United Kingdom
$221K +$213K +3,120 New
Mariner
782
Mariner
Kansas
$220K -$20.4K -298 -9%
FBP
783
Flippin Bruce & Porter
Virginia
$220K -$17.1K -250 -7%
MJP
784
Michael J. Puzo
$220K
TWA
785
TCI Wealth Advisors
Arizona
$218K
Lazard Asset Management
786
Lazard Asset Management
New York
$217K +$3.96K +58 +2%
ZIC
787
ZWJ Investment Counsel
Georgia
$212K +$204K +2,983 New
TCM
788
Tufton Capital Management
Maryland
$211K -$20.5K -300 -9%
FANJ
789
Financial Architects (New Jersey)
New Jersey
$210K +$202K +2,953 New
PHAM
790
Palisades Hudson Asset Management
Florida
$210K +$202K +2,956 New
BC
791
Bartlett & Co
Ohio
$208K
ACI
792
Alpha Cubed Investments
California
$207K -$506K -7,412 -72%
FSC
793
Fiduciary Services Corp
Georgia
$206K +$199K +2,908 New
MWR
794
McAdams Wright Ragen
Washington
$205K +$198K +2,893 New
TAM
795
Telluride Asset Management
Minnesota
$203K +$196K +2,865 New
DSC
796
Duncker Streett & Co
Missouri
$202K -$5.46K -80 -3%
CCA
797
Checchi Capital Advisers
California
$202K +$194K +2,844 New
ST
798
Sabal Trust
Florida
$201K +$193K +2,820 New
ASN
799
Advisory Services Network
Georgia
$200K +$9.08K +133 +5%
BRWM
800
B. Riley Wealth Management
Tennessee
$200K +$192K +2,818 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.