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Dominion Energy
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Overview Fund Activity

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
Holders
886
Holders Change
+40
Holders Change %
+4.73%
% of All Funds
25.61%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$587M
2
U
UBS
Switzerland
$228M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$415M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.19B
5
ZP
Zimmer Partners
New York
$62.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$936M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.77B
3
Franklin Resources
Franklin Resources
California
$987M
4
Capital International Investors
Capital International Investors
California
$42.6M
5
TCIM
TIAA CREF Investment Management
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
776
Crawford Investment Counsel
Georgia
$224K -$17.9K -252 -7%
PAM
777
Private Asset Management
California
$223K – – –
PFS
778
Prospera Financial Services
Texas
$223K +$213 +3 +0.1%
GOCM
779
Grey Owl Capital Management
Virginia
$223K +$223K +3,139 New
Envestnet Asset Management
780
Envestnet Asset Management
Illinois
$222K +$2.34K +33 +1%
RG
781
Rathbones Group
United Kingdom
$221K +$221K +3,120 New
Mariner
782
Mariner
Kansas
$220K -$21.2K -298 -9%
FBP
783
Flippin Bruce & Porter
Virginia
$220K -$17.7K -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 +$4.12K +58 +2%
ZIC
787
ZWJ Investment Counsel
Georgia
$212K +$212K +2,983 New
TCM
788
Tufton Capital Management
Maryland
$211K -$21.3K -300 -9%
FANJ
789
Financial Architects (New Jersey)
New Jersey
$210K +$210K +2,953 New
PHAM
790
Palisades Hudson Asset Management
Florida
$210K +$210K +2,956 New
BC
791
Bartlett & Co
Ohio
$208K – – –
ACI
792
Alpha Cubed Investments
California
$207K -$525K -7,412 -72%
FSC
793
Fiduciary Services Corp
Georgia
$206K +$206K +2,908 New
MWR
794
McAdams Wright Ragen
Washington
$205K +$205K +2,893 New
TAM
795
Telluride Asset Management
Minnesota
$203K +$203K +2,865 New
DSC
796
Duncker Streett & Co
Missouri
$202K -$5.68K -80 -3%
CCA
797
Checchi Capital Advisers
California
$202K +$202K +2,844 New
ST
798
Sabal Trust
Florida
$201K +$201K +2,820 New
ASN
799
Advisory Services Network
Georgia
$200K +$9.44K +133 +5%
BRWM
800
B. Riley Wealth Management
Tennessee
$200K +$200K +2,818 New
30 31
32
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