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Devon Energy

826 hedge funds and large institutions have $19.5B invested in Devon Energy in 2013 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 274 increasing their positions, 306 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 55

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

13% more call options, than puts

Call options by funds: $448M | Put options by funds: $396M

7% more funds holding

Funds holding: 772826 (+54)

7% more capital invested

Capital invested by funds: $18.3B → $19.5B (+$1.27B)

0.29% less ownership

Funds ownership: 78.03%77.73% (-0.29%)

10% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 306

Holders
826
Holders Change
+54
Holders Change %
+6.99%
% of All Funds
23.98%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.81%
New
113
Increased
274
Reduced
306
Closed
55
Calls
$448M
Puts
$396M
Net Calls
+$52.4M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$179M +$9.96M +162,536 +6%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$175M +$17.9M +291,819 +12%
Invesco
28
Invesco
Georgia
$154M +$27.9M +455,771 +22%
Bank of America
29
Bank of America
North Carolina
$148M -$10.2M -167,060 -7%
Deutsche Bank
30
Deutsche Bank
Germany
$145M +$369K +6,011 +0.3%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$144M -$35.7M -582,684 -20%
ClearBridge Investments
32
ClearBridge Investments
New York
$142M -$2.11M -34,408 -1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$127M +$7.24M +118,095 +6%
IGIM
34
I.G. Investment Management
Manitoba, Canada
$125M +$14.3M +232,650 +13%
American Century Companies
35
American Century Companies
Missouri
$123M -$11.8M -192,053 -9%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$116M +$6.87M +112,092 +6%
Legal & General Group
37
Legal & General Group
United Kingdom
$114M +$972K +15,861 +0.9%
Diamond Hill Capital Management
38
Diamond Hill Capital Management
Ohio
$114M -$859K -14,009 -0.8%
Morgan Stanley
39
Morgan Stanley
New York
$112M -$4.28M -69,831 -4%
CS
40
Credit Suisse
Switzerland
$108M -$2.86M -46,685 -3%
EIP
41
Epoch Investment Partners
New York
$107M -$16.4M -266,859 -13%
HP
42
Holowesko Partners
Bahamas
$106M +$34.4M +560,900 +49%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$105M +$50M +815,000 +93%
TCIM
44
TIAA CREF Investment Management
New York
$99.1M -$14.8M -241,330 -13%
BA
45
BlackRock Advisors
Delaware
$94.3M -$2.32M -37,810 -2%
BMO
46
Beck Mack & Oliver
New York
$92.9M +$212K +3,459 +0.2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$91M +$13.1M +214,327 +17%
CB
48
Cooke & Bieler
Pennsylvania
$90.7M -$3.83M -62,528 -4%
Prudential Financial
49
Prudential Financial
New Jersey
$85.6M +$21.7M +354,510 +34%
SCA
50
SAC Capital Advisors
Connecticut
$85.3M -$30.1M -490,818 -26%

DVN Hedge Fund Activity: Q4 2013 in Review

826 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Devon Energy (DVN) for Q4 2013, worth a combined $19.5B — up 7% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new DVN positions and 55 closed out — a net gain of 58 holders — while 274 added to existing stakes and 306 trimmed.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $197M. The largest seller was JP Morgan Chase, cutting an estimated $217M.

  • 826 institutional investors held Devon Energy (DVN) as of Q4 2013, up from 772 in Q3 2013.
  • Funds reported $19.5B of Devon Energy stock for Q4 2013, up 7% quarter-over-quarter.
  • 113 funds opened new Devon Energy positions in Q4 2013 and 55 closed out, a net change of +58 holders.
  • The largest Devon Energy buyer in Q4 2013 was Marketfield Asset Management, an estimated $197M added.
  • The largest Devon Energy seller in Q4 2013 was JP Morgan Chase, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2013.