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DCUC

Dominion Energy, Inc.

Delisted

DCUC was delisted on the 30th of June, 2017.

50 hedge funds and large institutions have $1.05B invested in Dominion Energy, Inc. in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

35% more capital invested

Capital invested by funds: $783M → $1.05B (+$272M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 5050 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$221M -$189K -3,691 Closed
Franklin Resources
2
Franklin Resources
California
$172M
Capital Research Global Investors
3
Capital Research Global Investors
California
$93.6M
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$64.4M +$43M +838,029 +210%
Calamos Advisors
5
Calamos Advisors
Illinois
$58.5M -$1.61M -31,350 -3%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$50.9M
BA
7
BlackRock Advisors
Delaware
$35.4M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$34.4M -$10M -195,800 -23%
CAM
9
Camden Asset Management
California
$32.6M +$2.17M +42,337 +7%
Federated Hermes
10
Federated Hermes
Pennsylvania
$32M +$6.33M +123,371 +25%
Capital World Investors
11
Capital World Investors
California
$31.2M
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$30.5M +$20.4M +396,989 New
ACM
13
Advent Capital Management
New York
$20.6M -$25.7M -500,500 Closed
Invesco
14
Invesco
Georgia
$19.4M +$8.83M +172,132 +86%
GLI
15
Guardian Life Insurance
New York
$15M
N
16
Nuveen
North Carolina
$14.2M
JP Morgan Chase
17
JP Morgan Chase
New York
$12.8M +$3.02M +58,750 +31%
CI
18
Conning Inc
Connecticut
$12.4M +$2.65M +51,600 +28%
PI
19
Putnam Investments
Massachusetts
$12.1M +$7.23M +140,942 +153%
BG
20
BlackRock Group
United Kingdom
$12M
Neuberger Berman Group
21
Neuberger Berman Group
New York
$10.6M -$239K -4,653 -2%
Goldman Sachs
22
Goldman Sachs
New York
$9.88M -$4.48M -87,300 -31%
AQR Capital Management
23
AQR Capital Management
Connecticut
$8.82M
O
24
OppenheimerFunds
New York
$7.56M +$2.32M +45,275 +45%
Victory Capital Management
25
Victory Capital Management
Texas
$6.39M +$1.56M +30,417 +33%

DCUC Hedge Fund Activity: Q4 2014 in Review

50 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy, Inc. (DCUC) for Q4 2014, worth a combined $1.05B — up 35% from $783M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DCUC positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $43M. The largest seller was Zimmer Partners, exiting entirely with an estimated $54.9M sold.

  • 50 institutional investors held Dominion Energy, Inc. (DCUC) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $1.05B of Dominion Energy, Inc. stock for Q4 2014, up 35% quarter-over-quarter.
  • 9 funds opened new Dominion Energy, Inc. positions in Q4 2014 and 8 closed out, a net change of +1 holder.
  • The largest Dominion Energy, Inc. buyer in Q4 2014 was Massachusetts Financial Services, an estimated $43M added.
  • The largest Dominion Energy, Inc. seller in Q4 2014 was Zimmer Partners, an estimated $54.9M sold.

Based on aggregated 13F filings for Q4 2014.