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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
SFSIG
826
San Francisco Sentry Investment Group
California
$92K +$2.73K +40 +3%
Manulife (Manufacturers Life Insurance)
827
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.4K +$870K +12,739 +1%
MAM
828
Mizuho Asset Management
Japan
$90K
EFSCE
829
Enterprise Financial Services Corp (EFSC)
Missouri
$85K
KCPG
830
Kavar Capital Partners Group
Kansas
$85K
TCM
831
Tradewinds Capital Management
Washington
$83K +$683 +10 +0.9%
W
832
Wealthfront
California
$83K +$80K +1,172 New
VCM
833
Vigilant Capital Management
Maine
$82K
Parallax Volatility Advisers
834
Parallax Volatility Advisers
California
$81K +$77.8K +1,139 New
EWP
835
Edmunds White Partners
Virginia
$71K
HSA
836
Hussman Strategic Advisors
Maryland
$71K
AR
837
Advisory Research
Illinois
$70K +$67.8K +993 New
BCMIO
838
Beacon Capital Management Inc (Ohio)
Ohio
$67K
RI
839
Redwood Investments
Massachusetts
$67K
ARMC
840
American Research & Management Company
Massachusetts
$66K
SSG
841
Summit Securities Group
New York
$64K +$61.5K +900 New
IMS
842
Index Management Solutions
Pennsylvania
$57K -$33.5K -491 -38%
KTC
843
Kistler-Tiffany Companies
Pennsylvania
$53K
HR
844
Howe & Rusling
New York
$47K
CA
845
CapWealth Advisors
Tennessee
$43K
SIA
846
SeaBridge Investment Advisors
New Jersey
$43K
WA
847
Winfield Associates
Ohio
$40K
FA
848
Financial Advantage
Maryland
$38K
BBPWM
849
Blue Bell Private Wealth Management
Pennsylvania
$35K
OSNBOA
850
Old Second National Bank of Aurora
Illinois
$35K

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.