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Dominion Energy
D

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: 871 → 936 (+65)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$212M
2
MAA
Managed Account Advisors
New Jersey
+$156M
3
State Street
State Street
Massachusetts
+$149M
4
BFA
BlackRock Fund Advisors
California
+$130M
5
EA
Euclid Advisors
Connecticut
+$99.7M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$109M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$102M
3
BA
BlackRock Advisors
Delaware
-$74.3M
4
PG
PEAK6 Group
Illinois
-$57M
5
Capital World Investors
Capital World Investors
California
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Cranbrook Wealth Management
Michigan
$6K +$5.57K +77 New
MFBTD
927
MB Financial Bank - Trust Department
Illinois
$5K -$5.86K -81 -57%
TCA
928
Tortoise Capital Advisors
Kansas
$5K +$72 +1 +2%
BRWA
929
B. Riley Wealth Advisors
Florida
$4.96K +$433K +5,986 +106%
VNB
930
Valley National Bancorp
New York
$3K +$2.82K +39 New
FTC
931
Farmers Trust Company
Ohio
$2.4K -$2.08M -28,700 -100%
CP
932
Corbenic Partners
Pennsylvania
$2K +$2.32K +32 New
NG
933
NatWest Group
United Kingdom
$1.44K -$489K -6,760 -27%
TFA
934
Transamerica Financial Advisors
Florida
$1K -$358K -4,949 -100%
TIM
935
Tortoise Investment Management
New York
$1K +$579 +8 New
NDSI
936
Newman Dignan & Sheerar Inc
Rhode Island
$527 – – –
PG
937
PEAK6 Group
Illinois
– -$57M -788,000 Closed
VAM
938
Visium Asset Management
New York
– -$37.7M -546,105 Closed
ZP
939
Zimmer Partners
New York
– -$25.9M -375,000 Closed
Point72 Asset Management
940
Point72 Asset Management
Connecticut
– -$22.8M -329,410 Closed
Balyasny Asset Management
941
Balyasny Asset Management
Illinois
– -$17.4M -252,528 Closed
WMSA
942
Weiss Multi-Strategy Advisers
New York
– -$17.3M -250,000 Closed
NSLI
943
Nan Shan Life Insurance
Taiwan
– -$16.9M -244,241 Closed
SCM
944
SIR Capital Management
New York
– -$13.2M -191,000 Closed
Marshall Wace
945
Marshall Wace
United Kingdom
– -$1.25M -18,144 Closed
CC
946
Cipher Capital
New York
– -$1.21M -17,535 Closed
GCP
947
GSA Capital Partners
United Kingdom
– -$1.16M -16,821 Closed
Capital Fund Management (CFM)
948
Capital Fund Management (CFM)
France
– -$1.16M -16,039 Closed
SFP
949
Santa Fe Partners
New Mexico
– -$1.02M -14,739 Closed
GCA
950
Gideon Capital Advisors
New York
– -$882K -12,759 Closed
35 36 37
38
39

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.