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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
CLOS
951
Compagnie Lombard Odier SCmA
Switzerland
– -$671K -9,733 Closed
ARTA
952
A.R.T. Advisors
New York
– -$587K -8,503 Closed
IC
953
IKOS CIF
Cyprus
– -$530K -7,693 Closed
SC
954
Scotia Capital
Ontario, Canada
– -$525K -7,600 Closed
Rafferty Asset Management
955
Rafferty Asset Management
New York
– -$413K -5,972 Closed
Verition Fund Management
956
Verition Fund Management
Connecticut
– -$400K -5,796 Closed
WA
957
Waverly Advisors
Alabama
– -$366K -5,295 Closed
CCP
958
Clough Capital Partners
Massachusetts
– -$333K -4,814 Closed
PFBT
959
Parkside Financial Bank & Trust
Missouri
– -$272K -3,937 Closed
PP
960
Paloma Partners
Connecticut
– -$257K -3,713 Closed
OCM
961
Orleans Capital Management
Louisiana
– -$242K -3,500 Closed
RIL
962
Rothschild Investment LLC
Illinois
– -$240K -3,476 Closed
ICOA
963
Investment Centers of America
North Dakota
– -$212K -3,102 Closed
FFA
964
Fragasso Financial Advisors
Pennsylvania
– -$208K -3,006 Closed
LBG
965
Lloyds Banking Group
United Kingdom
– -$157K -2,275 Closed
MHS
966
M Holdings Securities
Oregon
– -$82K -1,188 Closed
CA
967
CapWealth Advisors
Tennessee
– -$41K -599 Closed
EWM
968
Elite Wealth Management
Washington
– -$35K -500 Closed
BC
969
Blackhill Capital
New Jersey
– -$28K -405 Closed
HCC
970
Hirtle Callaghan & Co
Pennsylvania
– -$19K -273 Closed
PFO
971
Pathstone Family Office
New Jersey
– -$16K -236 Closed
Twin Tree Management
972
Twin Tree Management
Texas
– -$15.6K -216 Closed
FHC
973
First Houston Capital
Texas
– -$14K -200 Closed
SFSIG
974
San Francisco Sentry Investment Group
California
– -$10K -148 Closed
CL
975
CFS LLC
Oklahoma
– -$7K -100 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.