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Dominion Energy

871 hedge funds and large institutions have $24.2B invested in Dominion Energy in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 287 increasing their positions, 337 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $182M | Put options by funds: $107M

0.11% less ownership

Funds ownership: 60.38%60.26% (-0.11%)

4% less capital invested

Capital invested by funds: $25.2B → $24.2B (-$979M)

1% less funds holding

Funds holding: 883871 (-12)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

15% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 337

Holders
871
Holders Change
-12
Holders Change %
-1.36%
% of All Funds
25.28%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.52%
New
40
Increased
287
Reduced
337
Closed
45
Calls
$182M
Puts
$107M
Net Calls
+$75.5M
Net Calls Change
-$89.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.14B +$37.6M +544,683 +2%
State Street
2
State Street
Massachusetts
$1.9B -$97.7M -1,415,399 -5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.79B +$68.4M +991,000 +4%
BIT
4
BlackRock Institutional Trust
California
$1.07B +$2.54M +36,742 +0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$906M +$13.5M +195,862 +2%
Franklin Resources
6
Franklin Resources
California
$841M +$18.2M +264,278 +2%
BFA
7
BlackRock Fund Advisors
California
$722M -$32.5M -470,113 -4%
Northern Trust
8
Northern Trust
Illinois
$566M -$17.9M -259,838 -3%
Capital World Investors
9
Capital World Investors
California
$518M
Fidelity Investments
10
Fidelity Investments
Massachusetts
$501M +$92.3M +1,337,151 +23%
BA
11
BlackRock Advisors
Delaware
$492M -$14M -203,363 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$484M +$12.6M +182,636 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$411M -$4.32M -62,550 -1%
Bank of America
14
Bank of America
North Carolina
$374M +$8.28M +119,895 +2%
BG
15
BlackRock Group
United Kingdom
$351M +$5.57M +80,709 +2%
MAA
16
Managed Account Advisors
New Jersey
$327M +$22.3M +323,622 +7%
Norges Bank
17
Norges Bank
Norway
$319M -$319M -4,623,597 -50%
SC
18
Sasco Capital
Connecticut
$314M -$15.4M -222,480 -5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$288M -$3.33M -48,292 -1%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$274M +$25.6M +370,330 +10%
Deutsche Bank
21
Deutsche Bank
Germany
$272M -$18.6M -269,291 -6%
U
22
UBS
Switzerland
$263M +$6.9M +99,944 +3%
BIM
23
BlackRock Investment Management
Delaware
$248M -$6.17M -89,418 -2%
Federated Hermes
24
Federated Hermes
Pennsylvania
$230M -$13.1M -190,236 -5%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$200M -$8.86M -128,337 -4%

D Hedge Fund Activity: Q3 2014 in Review

871 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2014, worth a combined $24.2B — down 3.9% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of D and 40 opened new positions — a net loss of 5 holders — while 337 trimmed existing stakes and 287 added.

The largest buyer was Millennium Management, adding an estimated $161M. The largest seller was Norges Bank, cutting an estimated $319M.

  • 871 institutional investors held Dominion Energy (D) as of Q3 2014, down from 883 in Q2 2014.
  • Funds reported $24.2B of Dominion Energy stock for Q3 2014, down 3.9% quarter-over-quarter.
  • 40 funds opened new Dominion Energy positions in Q3 2014 and 45 closed out, a net change of -5 holders.
  • The largest Dominion Energy buyer in Q3 2014 was Millennium Management, an estimated $161M added.
  • The largest Dominion Energy seller in Q3 2014 was Norges Bank, an estimated $319M sold.

Based on aggregated 13F filings for Q3 2014.