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Dominion Energy

847 hedge funds and large institutions have $22.4B invested in Dominion Energy in 2013 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 252 increasing their positions, 337 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 32

92% more call options, than puts

Call options by funds: $108M | Put options by funds: $56.2M

8% more funds holding

Funds holding: 786847 (+61)

3% more capital invested

Capital invested by funds: $21.7B → $22.4B (+$687M)

0.46% less ownership

Funds ownership: 60.26%59.8% (-0.46%)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

25% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 337

Holders
847
Holders Change
+61
Holders Change %
+7.76%
% of All Funds
24.58%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.41%
New
101
Increased
252
Reduced
337
Closed
32
Calls
$108M
Puts
$56.2M
Net Calls
+$51.7M
Net Calls Change
-$49.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B +$95M +1,476,302 +5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.84B -$58.9M -915,000 -3%
State Street
3
State Street
Massachusetts
$1.75B -$25.4M -394,576 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.4B -$30M -466,678 -2%
Franklin Resources
5
Franklin Resources
California
$1.01B -$1.31M -20,393 -0.1%
BIT
6
BlackRock Institutional Trust
California
$977M -$2.01M -31,281 -0.2%
BFA
7
BlackRock Fund Advisors
California
$624M -$16.3M -253,072 -3%
Northern Trust
8
Northern Trust
Illinois
$557M +$211K +3,274 +0%
Capital World Investors
9
Capital World Investors
California
$485M
BA
10
BlackRock Advisors
Delaware
$482M +$1.11M +17,216 +0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$382M -$17.2M -267,610 -4%
SC
12
Sasco Capital
Connecticut
$319M +$3.87M +60,210 +1%
BG
13
BlackRock Group
United Kingdom
$313M -$4.63M -72,008 -1%
MAA
14
Managed Account Advisors
New Jersey
$308M +$21.2M +329,347 +7%
Norges Bank
15
Norges Bank
Norway
$304M +$5.96M +92,605 +2%
Bank of America
16
Bank of America
North Carolina
$300M +$11.4M +177,491 +4%
Deutsche Bank
17
Deutsche Bank
Germany
$294M -$19.1M -297,502 -6%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$277M +$830K +12,902 +0.3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$272M +$14.8M +229,257 +6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$258M +$195M +3,024,273 +312%
BIM
21
BlackRock Investment Management
Delaware
$235M +$4.96M +77,120 +2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$234M +$17.9M +277,927 +8%
Federated Hermes
23
Federated Hermes
Pennsylvania
$227M +$2.91M +45,208 +1%
TCIM
24
TIAA CREF Investment Management
New York
$192M +$56.7M +880,617 +42%
Legal & General Group
25
Legal & General Group
United Kingdom
$177M +$1.97M +30,644 +1%

D Hedge Fund Activity: Q4 2013 in Review

847 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q4 2013, worth a combined $22.4B — up 3.2% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new D positions and 32 closed out — a net gain of 69 holders — while 252 added to existing stakes and 337 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $195M. The largest seller was Millennium Management, cutting an estimated $125M.

  • 847 institutional investors held Dominion Energy (D) as of Q4 2013, up from 786 in Q3 2013.
  • Funds reported $22.4B of Dominion Energy stock for Q4 2013, up 3.2% quarter-over-quarter.
  • 101 funds opened new Dominion Energy positions in Q4 2013 and 32 closed out, a net change of +69 holders.
  • The largest Dominion Energy buyer in Q4 2013 was Fidelity Investments, an estimated $195M added.
  • The largest Dominion Energy seller in Q4 2013 was Millennium Management, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2013.