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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
CAW
851
Cornerstone Advisors (Washington)
Washington
$33K +$31.6K +462 New
JG
852
Jefferies Group
New York
$32K -$480K -7,022 -94%
FWM
853
Focused Wealth Management
New York
$30K
GI
854
Gradient Investments
Minnesota
$30K +$29K +425 New
BC
855
Blackhill Capital
New Jersey
$29K
GAM
856
Gemmer Asset Management
California
$29K +$27.6K +404 New
EWM
857
Edge Wealth Management
New York
$28K -$6.83K -100 -20%
PO
858
Private Ocean
California
$28K
SJIM
859
St. Johns Investment Management
Florida
$27K +$25.6K +375 New
PMFA
860
Plante Moran Financial Advisors
Michigan
$23K -$106K -1,550 -83%
DBT
861
Dubuque Bank & Trust
Iowa
$23K +$11.4K +167 +110%
OC
862
Oakworth Capital
Alabama
$22K
PR
863
Payden & Rygel
California
$22K +$14.3K +210 +210%
JIC
864
Joel Isaacson & Co
New York
$21K
CIM
865
Contravisory Investment Management
Massachusetts
$21K +$19.8K +290 New
HCC
866
Hirtle Callaghan & Co
Pennsylvania
$19K
MUMSS
867
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K -$17.1K -250 -51%
PAS
868
Partnervest Advisory Services
California
$17K -$683 -10 -4%
CG
869
Colony Group
Massachusetts
$17K +$5.05K +74 +45%
MIM
870
Macroview Investment Management
Maryland
$15K
CFSG
871
Community Financial Services Group
Vermont
$15K +$14.3K +210 New
DA
872
Dunvegan Associates
California
$15K +$14.3K +210 New
TFO
873
Tarbox Family Office
California
$14K -$13.7K -200 -49%
BG
874
Bollard Group
Massachusetts
$14K
ST
875
Somerset Trust
Pennsylvania
$14K

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.