We are live on ! Find out more
DVN icon

Devon Energy

772 hedge funds and large institutions have $18.3B invested in Devon Energy in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 299 increasing their positions, 274 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $530M | Put options by funds: $357M

42% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 48

11% more capital invested

Capital invested by funds: $16.4B → $18.3B (+$1.81B)

2% more funds holding

Funds holding: 757772 (+15)

9% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 274

0.1% less ownership

Funds ownership: 78.12%78.03% (-0.1%)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

Holders
772
Holders Change
+15
Holders Change %
+1.98%
% of All Funds
25.03%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.78%
New
68
Increased
299
Reduced
274
Closed
48
Calls
$530M
Puts
$357M
Net Calls
+$173M
Net Calls Change
+$8.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
701
Jones Financial Companies
Missouri
$76K
FQ
702
First Quadrant
California
$75K
PTC
703
Private Trust Company
Ohio
$74K -$4.11K -72 -5%
JIC
704
Joel Isaacson & Co
New York
$72K
WA
705
Waverly Advisors
Alabama
$72K +$71.6K +1,253 New
ECM
706
Estabrook Capital Management
New York
$71.7K
PSC
707
Prentiss Smith & Co
Vermont
$70K
MWAM
708
Mariner Wealth Advisors (Madison)
Kansas
$65K
BC
709
Bartlett & Co
Ohio
$61K
MAM
710
Mizuho Asset Management
Japan
$61K
FNBT
711
FineMark National Bank & Trust
Florida
$58K -$42.4K -743 -43%
FHA
712
First Horizon Advisors
Tennessee
$55K +$54.3K +950 New
FI
713
FCM Investments
Texas
$52K
AF
714
Arrow Financial
New York
$52K +$40K +700 +350%
BCM
715
Breithorn Capital Management
New York
$50K +$49.7K +870 New
CAL
716
Capital Analysts LLC
Pennsylvania
$47.4K
PR
717
Payden & Rygel
California
$46K
M&T Bank
718
M&T Bank
New York
$44K -$77.2K -1,352 -64%
IMS
719
Index Management Solutions
Pennsylvania
$42K +$41.5K +726 New
Parallax Volatility Advisers
720
Parallax Volatility Advisers
California
$42K +$41.6K +728 New
HCM
721
Highlander Capital Management
New Jersey
$40.1K
CRM
722
Cramer Rosenthal McGlynn
Connecticut
$40K
IWC
723
Integrated Wealth Counsel
California
$37.8K
PAS
724
Partnervest Advisory Services
California
$36K
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$35K +$34.3K +600 New

DVN Hedge Fund Activity: Q3 2013 in Review

772 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Devon Energy (DVN) for Q3 2013, worth a combined $18.3B — up 11% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DVN positions and 48 closed out — a net gain of 20 holders — while 299 added to existing stakes and 274 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $132M. The largest seller was Harris Associates, cutting an estimated $222M.

  • 772 institutional investors held Devon Energy (DVN) as of Q3 2013, up from 757 in Q2 2013.
  • Funds reported $18.3B of Devon Energy stock for Q3 2013, up 11% quarter-over-quarter.
  • 68 funds opened new Devon Energy positions in Q3 2013 and 48 closed out, a net change of +20 holders.
  • The largest Devon Energy buyer in Q3 2013 was Goldman Sachs, an estimated $132M added.
  • The largest Devon Energy seller in Q3 2013 was Harris Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2013.