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Devon Energy

1,232 hedge funds and large institutions have $22.7B invested in Devon Energy in 2024 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 479 increasing their positions, 471 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 122

12% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.22B

11% more capital invested

Capital invested by funds: $20.5B → $22.7B (+$2.24B)

2% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 471

0.78% more ownership

Funds ownership: 70.54%71.32% (+0.78%)

0% more funds holding

Funds holding: 1,2301,232 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
1,232
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
17.75%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
139
Increased
479
Reduced
471
Closed
122
Calls
$1.36B
Puts
$1.22B
Net Calls
+$142M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
1001
Straight Path Wealth Management
Michigan
$201K +$178K +4,000 New
KI
1002
Kapitalo Investimentos
Brazil
$200K +$177K +3,994 New
NCM
1003
NCM Capital Management
New Jersey
$200K +$177K +3,992 New
PPWP
1004
Premier Path Wealth Partners
New Jersey
$200K +$177K +3,986 New
LWCFA
1005
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K
SOW
1006
State of Wyoming
Wyoming
$198K -$21.6K -487 -11%
VEA
1007
Virtus ETF Advisers
New York
$198K -$19.1K -431 -10%
FIM
1008
Fernwood Investment Management
Massachusetts
$197K +$174K +3,925 New
TCG
1009
Transcendent Capital Group
Oklahoma
$192K +$37.5K +845 +28%
JWM
1010
Janiczek Wealth Management
Colorado
$184K -$21.3K -479 -12%
HCM
1011
Highlander Capital Management
New Jersey
$177K -$13.3K -300 -8%
PR
1012
Payden & Rygel
California
$176K
PRIG
1013
Payden & Rygel Investment Group
California
$176K +$155K +3,500 New
PH
1014
Pinnacle Holdings
Oklahoma
$170K
SIM
1015
Sentry Investment Management
Wisconsin
$169K
ST
1016
Smithfield Trust
Pennsylvania
$166K
VWM
1017
Venturi Wealth Management
Texas
$166K +$2.58K +58 +2%
CFO
1018
CVA Family Office
Colorado
$161K +$3.82K +86 +3%
FFWM
1019
Future Financial Wealth Management
Ohio
$161K +$142K +3,200 New
WTC
1020
WhitTier Trust Company
Nevada
$153K +$9.28K +209 +7%
NSIM
1021
North Star Investment Management
Illinois
$153K
CI Investments Inc
1022
CI Investments Inc
Ontario, Canada
$152K +$55.9K +1,260 +71%
ACM
1023
Adalta Capital Management
New York
$152K
CT
1024
Clearstead Trust
Maine
$150K +$132K +2,983 New
CFGS
1025
Concourse Financial Group Securities
Alabama
$150K -$13K -293 -9%

DVN Hedge Fund Activity: Q1 2024 in Review

1,232 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Devon Energy (DVN) for Q1 2024, worth a combined $22.7B — up 11% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new DVN positions and 122 closed out — a net gain of 17 holders — while 479 added to existing stakes and 471 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $122M. The largest seller was Morgan Stanley, cutting an estimated $416M.

  • 1,232 institutional investors held Devon Energy (DVN) as of Q1 2024, up from 1,230 in Q4 2023.
  • Funds reported $22.7B of Devon Energy stock for Q1 2024, up 11% quarter-over-quarter.
  • 139 funds opened new Devon Energy positions in Q1 2024 and 122 closed out, a net change of +17 holders.
  • The largest Devon Energy buyer in Q1 2024 was D.E. Shaw & Co, an estimated $122M added.
  • The largest Devon Energy seller in Q1 2024 was Morgan Stanley, an estimated $416M sold.

Based on aggregated 13F filings for Q1 2024.