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Devon Energy

1,333 hedge funds and large institutions have $31.2B invested in Devon Energy in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 520 increasing their positions, 461 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 104

46% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.08B

13% more repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 461

7% more funds holding

Funds holding: 1,2471,333 (+86)

1% more capital invested

Capital invested by funds: $30.8B → $31.2B (+$374M)

3.37% less ownership

Funds ownership: 78.54%75.17% (-3.4%)

31% less funds holding in top 10

Funds holding in top 10: 4531 (-14)

Holders
1,333
Holders Change
+86
Holders Change %
+6.9%
% of All Funds
21.43%
Holding in Top 10
31
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-31.11%
% of All Funds
0.5%
New
218
Increased
520
Reduced
461
Closed
104
Calls
$1.59B
Puts
$1.08B
Net Calls
+$502M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
601
Bard Financial Services
Connecticut
$1.15M
SLWA
602
San Luis Wealth Advisors
California
$1.14M +$659K +9,672 +109%
HSA
603
HBK Sorce Advisory
Pennsylvania
$1.13M +$766K +11,232 +156%
WAAG
604
Wealth Alliance Advisory Group
Kansas
$1.11M +$235K +3,450 +24%
CAG
605
Csenge Advisory Group
Florida
$1.11M +$127K +1,870 +12%
NFG
606
Nations Financial Group
Iowa
$1.11M -$5.86K -86 -0.5%
VWA
607
Visionary Wealth Advisors
Illinois
$1.11M +$36.9K +541 +3%
BFG
608
Bleakley Financial Group
New Jersey
$1.1M +$1.22M +17,948 New
KeyBank National Association
609
KeyBank National Association
Ohio
$1.1M -$32.7K -480 -3%
MCM
610
MAI Capital Management
Ohio
$1.1M -$26.3K -386 -2%
DM
611
Delphi Management
Massachusetts
$1.1M +$1.22M +17,915 New
HGERS
612
Householder Group Estate & Retirement Specialist
Arizona
$1.09M +$422K +6,195 +53%
CIM
613
Caldwell Investment Management
Ontario, Canada
$1.09M -$116K -1,700 -9%
PWS
614
Peloton Wealth Strategists
Indiana
$1.08M +$862K +12,650 +256%
CFSG
615
Clark Financial Services Group
Missouri
$1.08M +$21.6K +317 +2%
EFS
616
Essex Financial Services
Connecticut
$1.07M +$363K +5,331 +3%
TWM
617
Tradition Wealth Management
Minnesota
$1.07M -$80.4K -1,179 -6%
SM
618
Southport Management
Wyoming
$1.07M -$273K -4,000 -19%
AG
619
AIA Group
Hong Kong
$1.06M -$561K -8,237 -32%
BAMF
620
BI Asset Management Fondsmaeglerselskab
Denmark
$1.05M +$595K +8,727 +104%
SSB
621
Sandy Spring Bank
Maryland
$1.05M -$6.27K -92 -0.5%
LSA
622
Leonteq Securities AG
Switzerland
$1.05M +$445K +6,525 +62%
POIA
623
Pin Oak Investment Advisors
Texas
$1.04M +$21.9K +322 +2%
WE
624
Wealth Effects
Massachusetts
$1.04M +$28.8K +423 +3%
Canada Pension Plan Investment Board
625
Canada Pension Plan Investment Board
Ontario, Canada
$1.03M -$1.5M -22,010 -57%

DVN Hedge Fund Activity: Q4 2022 in Review

1,333 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Devon Energy (DVN) for Q4 2022, worth a combined $31.2B — up 1.2% from $30.8B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new DVN positions and 104 closed out — a net gain of 114 holders — while 520 added to existing stakes and 461 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $188M. The largest seller was GQG Partners, exiting entirely with an estimated $642M sold.

  • 1,333 institutional investors held Devon Energy (DVN) as of Q4 2022, up from 1,247 in Q3 2022.
  • Funds reported $31.2B of Devon Energy stock for Q4 2022, up 1.2% quarter-over-quarter.
  • 218 funds opened new Devon Energy positions in Q4 2022 and 104 closed out, a net change of +114 holders.
  • The largest Devon Energy buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $188M added.
  • The largest Devon Energy seller in Q4 2022 was GQG Partners, an estimated $642M sold.

Based on aggregated 13F filings for Q4 2022.