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Dominion Energy

936 hedge funds and large institutions have $27.2B invested in Dominion Energy in 2014 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 294 increasing their positions, 341 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 39

23% more call options, than puts

Call options by funds: $129M | Put options by funds: $105M

12% more capital invested

Capital invested by funds: $24.2B → $27.2B (+$2.96B)

7% more funds holding

Funds holding: 871936 (+65)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.36% more ownership

Funds ownership: 60.26%60.63% (+0.36%)

14% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 341

Holders
936
Holders Change
+65
Holders Change %
+7.46%
% of All Funds
24.97%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.51%
New
118
Increased
294
Reduced
341
Closed
39
Calls
$129M
Puts
$105M
Net Calls
+$24.1M
Net Calls Change
-$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
851
Wealthcare Capital Management
Virginia
$125K
WIL
852
Winifred I. Li
$123K
WAM
853
Wolverine Asset Management
Illinois
$116K +$17.2K +238 +19%
HI
854
Hudock Inc
Pennsylvania
$115K -$507K -7,000 -82%
BWA
855
Burt Wealth Advisors
Maryland
$112K +$95K +1,313 New
AWM
856
Avior Wealth Management
Nebraska
$110K
SIA
857
SeaBridge Investment Advisors
New Jersey
$109K +$59.1K +816 +136%
PMFA
858
Plante Moran Financial Advisors
Michigan
$108K +$69.2K +956 +211%
OFS
859
Orrstown Financial Services
Pennsylvania
$104K
Manulife (Manufacturers Life Insurance)
860
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101K +$1.72M +23,740 +2%
GI
861
Gradient Investments
Minnesota
$99K +$35.3K +488 +62%
MA
862
MCF Advisors
Kentucky
$95K -$34.6K -478 -28%
NES
863
New England Securities
New York
$94K -$3.69K -51 -4%
HIM
864
Hillsdale Investment Management
Ontario, Canada
$92K -$43.4K -600 -33%
TCM
865
Tradewinds Capital Management
Washington
$92K +$651 +9 +0.8%
VCM
866
Vigilant Capital Management
Maine
$89K
CWM
867
Catamount Wealth Management
Connecticut
$87K +$82K +1,133 New
EFSCE
868
Enterprise Financial Services Corp (EFSC)
Missouri
$85K
FQ
869
First Quadrant
California
$77K
HSA
870
Hussman Strategic Advisors
Maryland
$77K
CTB
871
Country Trust Bank
Illinois
$76.9K
BCMIO
872
Beacon Capital Management Inc (Ohio)
Ohio
$73K
RI
873
Redwood Investments
Massachusetts
$73K
Envestnet Asset Management
874
Envestnet Asset Management
Illinois
$71K -$21.6K -298 -24%
IC
875
Intersect Capital
California
$69K +$65.1K +899 New

D Hedge Fund Activity: Q4 2014 in Review

936 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2014, worth a combined $27.2B — up 12% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new D positions and 39 closed out — a net gain of 79 holders — while 294 added to existing stakes and 341 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $212M. The largest seller was Massachusetts Financial Services, cutting an estimated $109M.

  • 936 institutional investors held Dominion Energy (D) as of Q4 2014, up from 871 in Q3 2014.
  • Funds reported $27.2B of Dominion Energy stock for Q4 2014, up 12% quarter-over-quarter.
  • 118 funds opened new Dominion Energy positions in Q4 2014 and 39 closed out, a net change of +79 holders.
  • The largest Dominion Energy buyer in Q4 2014 was Capital Research Global Investors, an estimated $212M added.
  • The largest Dominion Energy seller in Q4 2014 was Massachusetts Financial Services, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2014.