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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
TCOV
701
Trust Company of Vermont
Vermont
$4K
WT
702
Whittier Trust
California
$4K
JFA
703
JNBA Financial Advisors
Minnesota
$4K +$52 +2 +2%
EBA
704
Eagle Bay Advisors
New York
$4K +$2.82K +109 New
PMFA
705
Plante Moran Financial Advisors
Michigan
$4K +$3.36K +130 New
EWM
706
Evermay Wealth Management
Virginia
$4K +$3.62K +140 New
PGAM
707
Princeton Global Asset Management
New Jersey
$4K +$3.72K +144 New
RE
708
RBC Europe
United Kingdom
$3.65K
BC
709
Bartlett & Co
Ohio
$3K
GRP
710
Global Retirement Partners
California
$3K
GLLW
711
Graves Light Lenhart Wealth
Virginia
$3K
TCM
712
Tradewinds Capital Management
Washington
$3K
FCM
713
Firestone Capital Management
Florida
$3K +$26 +1 +0.9%
WQ
714
Wealth Quarterback
New Jersey
$3K +$1.81K +70 New
MCM
715
MV Capital Management
Maryland
$3K +$2.35K +91 New
CA
716
Clearstead Advisors
Ohio
$3K +$3K +116 New
BCWM
717
Bartlett & Co Wealth Management
Ohio
$2.92K
HCM
718
Highlander Capital Management
New Jersey
$2K
IFAM
719
Institutional & Family Asset Management
Colorado
$2K
LF
720
Lee Financial
Texas
$2K
NC
721
NewSquare Capital
Pennsylvania
$2K
TFM
722
TFC Financial Management
Massachusetts
$2K
CAL
723
Capital Analysts LLC
Pennsylvania
$2K +$26 +1 +2%
RFA
724
Reilly Financial Advisors
California
$2K +$336 +13 +22%
SBL
725
Sargent Bickham Lagudis
Colorado
$2K +$1.5K +58 New

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.