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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
EWP
801
Edmunds White Partners
Virginia
$64K
RI
802
Redwood Investments
Massachusetts
$61K
BCMIO
803
Beacon Capital Management Inc (Ohio)
Ohio
$61K +$61.1K +950 New
ARMC
804
American Research & Management Company
Massachusetts
$60K +$24.1K +375 +68%
KTC
805
Kistler-Tiffany Companies
Pennsylvania
$49K
TRCT
806
Tower Research Capital (TRC)
New York
$44K -$708K -10,995 -94%
HR
807
Howe & Rusling
New York
$43K +$42.5K +661 New
CA
808
CapWealth Advisors
Tennessee
$39K
SIA
809
SeaBridge Investment Advisors
New Jersey
$39K
FQ
810
First Quadrant
California
$39K +$19.3K +300 +100%
WA
811
Winfield Associates
Ohio
$37K +$36.4K +566 New
FA
812
Financial Advantage
Maryland
$34K
MUMSS
813
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K -$1.29K -20 -4%
OSNBOA
814
Old Second National Bank of Aurora
Illinois
$32K
BBPWM
815
Blue Bell Private Wealth Management
Pennsylvania
$32K +$32.2K +500 New
EWM
816
Edge Wealth Management
New York
$32K +$32.2K +500 New
PTCG
817
Pring Turner Capital Group
California
$32K +$32.2K +500 New
FWM
818
Focused Wealth Management
New York
$27K
TFO
819
Tarbox Family Office
California
$27K +$26.5K +412 New
PO
820
Private Ocean
California
$26K +$25.7K +400 New
BC
821
Blackhill Capital
New Jersey
$26K +$26.1K +405 New
RIA
822
Regal Investment Advisors
Michigan
$21K -$59.3K -922 -74%
OC
823
Oakworth Capital
Alabama
$20K +$19.6K +305 New
JIC
824
Joel Isaacson & Co
New York
$19K +$19.3K +300 New
HCC
825
Hirtle Callaghan & Co
Pennsylvania
$18K

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.