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Devon Energy

742 hedge funds and large institutions have $17B invested in Devon Energy in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 258 increasing their positions, 211 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 79

81% more call options, than puts

Call options by funds: $593M | Put options by funds: $327M

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

39% more capital invested

Capital invested by funds: $12.2B → $17B (+$4.76B)

22% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 211

10% more funds holding

Funds holding: 672742 (+70)

2.83% more ownership

Funds ownership: 83.44%86.27% (+2.8%)

Holders
742
Holders Change
+70
Holders Change %
+10.42%
% of All Funds
12.92%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.49%
New
155
Increased
258
Reduced
211
Closed
79
Calls
$593M
Puts
$327M
Net Calls
+$266M
Net Calls Change
+$274M
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
576
Lake Street Advisors Group
New Hampshire
$207K +$188K +7,266 New
Bessemer Group
577
Bessemer Group
New Jersey
$206K +$74.1K +2,865 +68%
AW
578
Avion Wealth
Texas
$205K
FMT
579
First Mercantile Trust
Tennessee
$204K +$45.9K +1,775 +34%
IWP
580
Innova Wealth Partners
Pennsylvania
$204K +$180K +6,975 New
WP
581
WealthShield Partners
North Carolina
$204K +$181K +7,000 New
CFB
582
Cullen/Frost Bankers
Texas
$201K +$49.2K +1,904 +38%
CCFM
583
Clear Creek Financial Management
Washington
$201K +$178K +6,883 New
BCM
584
Bourgeon Capital Management
Connecticut
$200K -$185K -7,150 -51%
ZB
585
Zions Bancorporation
Utah
$199K
CFGS
586
Concourse Financial Group Securities
Alabama
$198K +$20.6K +796 +13%
ASN
587
Advisory Services Network
Georgia
$195K +$173K +6,688 New
PFO
588
Pathstone Family Office
New Jersey
$194K +$172K +6,656 New
PMAM
589
Penn Mutual Asset Management
Pennsylvania
$166K +$72.6K +2,810 +98%
SIM
590
Sentry Investment Management
Wisconsin
$165K
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$152K
QCG
592
Quadrant Capital Group
Ohio
$148K +$465 +18 +0.4%
FA
593
Fortis Advisors
Pennsylvania
$146K +$129K +5,000 New
PCTC
594
Perkins Coie Trust Company
Washington
$145K
TPCW
595
TD Private Client Wealth
New York
$134K -$6.31K -244 -5%
IRC
596
Investors Research Corp
Georgia
$132K
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K +$113K +4,384 New
NFG
598
Next Financial Group
Texas
$124K -$15.9K -614 -13%
DMBA
599
Deseret Mutual Benefit Administrators
Utah
$120K +$106K +4,098 New
FPS
600
Fieldpoint Private Securities
Connecticut
$113K -$1.16K -45 -1%

DVN Hedge Fund Activity: Q2 2021 in Review

742 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Devon Energy (DVN) for Q2 2021, worth a combined $17B — up 39% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DVN positions and 79 closed out — a net gain of 76 holders — while 258 added to existing stakes and 211 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $229M. The largest seller was Millennium Management, cutting an estimated $132M.

  • 742 institutional investors held Devon Energy (DVN) as of Q2 2021, up from 672 in Q1 2021.
  • Funds reported $17B of Devon Energy stock for Q2 2021, up 39% quarter-over-quarter.
  • 155 funds opened new Devon Energy positions in Q2 2021 and 79 closed out, a net change of +76 holders.
  • The largest Devon Energy buyer in Q2 2021 was Fidelity Investments, an estimated $229M added.
  • The largest Devon Energy seller in Q2 2021 was Millennium Management, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2021.