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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
PAS
826
Partnervest Advisory Services
California
$16K
BG
827
Bollard Group
Massachusetts
$13K
JFA
828
JNBA Financial Advisors
Minnesota
$13K
MIM
829
Macroview Investment Management
Maryland
$13K
ST
830
Somerset Trust
Pennsylvania
$13K +$12.9K +200 New
TWM
831
Torch Wealth Management
Ohio
$13K +$12.9K +200 New
OIA
832
Optimum Investment Advisors
Illinois
$13K +$13K +202 New
CG
833
Colony Group
Massachusetts
$11K +$10.6K +165 New
DBT
834
Dubuque Bank & Trust
Iowa
$10K
SC
835
Saturna Capital
Washington
$8K
ITIM
836
Indiana Trust & Investment Management
Indiana
$7K
ECM
837
Exchange Capital Management
Michigan
$7K +$4.18K +65 +130%
CL
838
CFS LLC
Oklahoma
$6K
PR
839
Payden & Rygel
California
$6K
JIR
840
James Investment Research
Ohio
$6K +$5.79K +90 New
ZTNA
841
Zions Trust National Association
Utah
$6K +$6.44K +100 New
MFBTD
842
MB Financial Bank - Trust Department
Illinois
$4K
RFS
843
Rockefeller Financial Services
New York
$3K +$3.28K +51 New
UB
844
UMB Bank
Missouri
$2.76K -$73.4K -1,140 -3%
MIM
845
Marco Investment Management
Georgia
$2.73K -$106K -1,650 -4%
MRCM
846
M&R Capital Management
New Jersey
$1.22K -$1.09K -17 -0.1%
ST
847
Spot Trading
Illinois
$1K -$1.33M -20,691 -100%
NDSI
848
Newman Dignan & Sheerar Inc
Rhode Island
$654 -$3.6K -56 -0.6%
DCM
849
Decade Capital Management
New York
-$90.9M -1,455,000 Closed
Teacher Retirement System of Texas
850
Teacher Retirement System of Texas
Texas
-$68.7M -1,098,958 Closed

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.