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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
HIM
801
Hillsdale Investment Management
Ontario, Canada
$185K -$27.3K -400 -13%
MBE
802
Michael B. Elefante
$179K -$13.3K -195 -7%
QAM
803
QCI Asset Management
New York
$179K
MA
804
MCF Advisors
Kentucky
$178K +$4.92K +72 +3%
BAM
805
Brave Asset Management
New Jersey
$177K
CPA
806
Cowen Prime Advisors
New York
$177K
WC
807
Whitnell & Co
Illinois
$177K
BOK
808
Bank of Kentucky
Kentucky
$174K
DOA
809
D'Orazio & Associates
Virginia
$174K
SAMC
810
Shinko Asset Management Company
Japan
$167K -$12.5K -183 -7%
NES
811
New England Securities
New York
$160K +$4.44K +65 +3%
PSI
812
Pinnacle Summer Investments
Virginia
$159K
LNB
813
Ledyard National Bank
$152K +$6.83K +100 +5%
HPBT
814
High Point Bank & Trust
North Carolina
$143K -$13.1K -192 -9%
MMG
815
Monetary Management Group
Missouri
$142K
ATC
816
Adirondack Trust Company
New York
$138K
MBT
817
Monroe Bank & Trust
Michigan
$128K
AWM
818
Avior Wealth Management
Nebraska
$127K +$122K +1,792 New
FQ
819
First Quadrant
California
$121K +$75.8K +1,110 +185%
WCM
820
Wealthcare Capital Management
Virginia
$115K
WIL
821
Winifred I. Li
$114K
ST
822
SpiderRock Trading
Illinois
$107K
ECM
823
ETrade Capital Management
Virginia
$103K +$10.2K +149 +11%
WEC
824
Winslow Evans & Crocker
Massachusetts
$103K
EWM
825
Elite Wealth Management
Washington
$92K -$62.8K -919 -41%

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.