We are live on ! Find out more
DVN icon

Devon Energy

829 hedge funds and large institutions have $19.1B invested in Devon Energy in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 297 increasing their positions, 341 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $481M | Put options by funds: $233M

0.05% less ownership

Funds ownership: 77.72%77.67% (-0.05%)

2% less capital invested

Capital invested by funds: $19.5B → $19.1B (-$317M)

6% less funds holding

Funds holding: 878829 (-49)

13% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 341

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

38% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 99

Holders
829
Holders Change
-49
Holders Change %
-5.58%
% of All Funds
22.09%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.53%
New
61
Increased
297
Reduced
341
Closed
99
Calls
$481M
Puts
$233M
Net Calls
+$248M
Net Calls Change
+$78.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
776
Gupta Wealth Management
California
$21K +$21.2K +348 New
LWA
777
Lenox Wealth Advisors
New York
$19K
VIA
778
Vantage Investment Advisors
Pennsylvania
$19K +$6.53K +107 +51%
WOC
779
West Oak Capital
California
$18.1K
ANBT
780
American National Bank & Trust
Texas
$18K
OSNBOA
781
Old Second National Bank of Aurora
Illinois
$18K
CHP
782
Cable Hill Partners
Oregon
$16K
SFWA
783
Summit Financial Wealth Advisors
Louisiana
$16K
CYG
784
Clean Yield Group
Vermont
$16K +$15.9K +260 New
FFC
785
First Financial Corp
Indiana
$15K
AC
786
Alexandria Capital
Virginia
$14K +$3.6K +59 +33%
ASN
787
Advisory Services Network
Georgia
$13K -$8.54K -140 -40%
BBPWM
788
Blue Bell Private Wealth Management
Pennsylvania
$12K
EFSCE
789
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
Acadian Asset Management
790
Acadian Asset Management
Massachusetts
$11K -$732 -12 -6%
BRWM
791
B. Riley Wealth Management
Tennessee
$11K
CBT
792
Central Bank & Trust
Kentucky
$11K
M
793
MOTCO
Texas
$11K
CCMW
794
Cypress Capital Management (Wyoming)
Wyoming
$10.7K
RFA
795
Reilly Financial Advisors
California
$10K -$6.1K -100 -39%
FMT
796
First Mercantile Trust
Tennessee
$9K -$192K -3,153 -95%
CFA
797
CT Financial Advisors
Pennsylvania
$8.44K
KTC
798
Kistler-Tiffany Companies
Pennsylvania
$8K
RI
799
Redwood Investments
Massachusetts
$8K
PFO
800
Pathstone Family Office
New Jersey
$8K +$7.62K +125 New

DVN Hedge Fund Activity: Q1 2015 in Review

829 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Devon Energy (DVN) for Q1 2015, worth a combined $19.1B — down 1.6% from $19.5B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of DVN and 61 opened new positions — a net loss of 38 holders — while 341 trimmed existing stakes and 297 added.

The largest buyer was Goldman Sachs, adding an estimated $327M. The largest seller was Capital Research Global Investors, cutting an estimated $443M.

  • 829 institutional investors held Devon Energy (DVN) as of Q1 2015, down from 878 in Q4 2014.
  • Funds reported $19.1B of Devon Energy stock for Q1 2015, down 1.6% quarter-over-quarter.
  • 61 funds opened new Devon Energy positions in Q1 2015 and 99 closed out, a net change of -38 holders.
  • The largest Devon Energy buyer in Q1 2015 was Goldman Sachs, an estimated $327M added.
  • The largest Devon Energy seller in Q1 2015 was Capital Research Global Investors, an estimated $443M sold.

Based on aggregated 13F filings for Q1 2015.