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Devon Energy

1,238 hedge funds and large institutions have $23.7B invested in Devon Energy in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 559 increasing their positions, 416 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 416

20% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.14B

3.61% less ownership

Funds ownership: 75.17%71.56% (-3.6%)

7% less funds holding

Funds holding: 1,3331,238 (-95)

24% less capital invested

Capital invested by funds: $31.2B → $23.7B (-$7.48B)

33% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 196

45% less funds holding in top 10

Funds holding in top 10: 3117 (-14)

Holders
1,238
Holders Change
-95
Holders Change %
-7.13%
% of All Funds
19.73%
Holding in Top 10
17
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-45.16%
% of All Funds
0.27%
New
131
Increased
559
Reduced
416
Closed
196
Calls
$1.36B
Puts
$1.14B
Net Calls
+$224M
Net Calls Change
-$279M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1101
IMA Advisory Services
Colorado
$42K
AA
1102
AlphaCentric Advisors
Puerto Rico
$41.5K -$1.48K -26 -3%
GWS
1103
Glassman Wealth Services
Virginia
$38.5K -$12.6K -221 -23%
LJHT
1104
Laurie J. Hall Trustee
$38K
SIC
1105
Salem Investment Counselors
North Carolina
$35.9K -$25.3K -445 -39%
KTC
1106
Kistler-Tiffany Companies
Pennsylvania
$35.7K +$35.6K +625 +781%
WBC
1107
West Branch Capital
Massachusetts
$35.5K
DCM
1108
Disciplina Capital Management
Tennessee
$35.2K -$3.7K -65 -9%
NSG
1109
Nalls Sherbakoff Group
Tennessee
$34.9K +$39.8K +700 New
BWA
1110
BDO Wealth Advisors
Florida
$33.7K +$512 +9 +1%
CA
1111
Clearstead Advisors
Ohio
$33.2K +$8.08K +142 +28%
EBA
1112
Eagle Bay Advisors
New York
$32.2K
SIS
1113
Strategic Investment Solutions
Illinois
$32.2K +$36.3K +637 New
BCMLT
1114
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.3K +$5.92K +104 +20%
QPBE
1115
Quintet Private Bank (Europe)
Luxembourg
$30.8K +$34.6K +608 New
GCM
1116
Gables Capital Management
Florida
$30.4K
CJL
1117
Cyrus J. Lawrence
New York
$30K
NIC
1118
Northwest Investment Counselors
Oregon
$28.6K
MFT
1119
Moisand Fitzgerald Tamayo
Florida
$28.5K
TWA
1120
TCI Wealth Advisors
Arizona
$28K +$5.52K +97 +21%
FCA
1121
Fortis Capital Advisors
Kansas
$26.5K +$683 +12 +2%
KFP
1122
KB Financial Partners
New Jersey
$26K -$20.9K -368 -41%
CA
1123
Crewe Advisors
Utah
$25.4K +$28.4K +499 +16,633%
CWA
1124
Clearview Wealth Advisors
Oregon
$25.3K +$28.5K +500 New
AAP
1125
Arax Advisory Partners
Colorado
$25.1K +$10.5K +185 +59%

DVN Hedge Fund Activity: Q1 2023 in Review

1,238 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Devon Energy (DVN) for Q1 2023, worth a combined $23.7B — down 24% from $31.2B a quarter earlier.

Sellers outnumbered buyers: 196 funds closed out of DVN and 131 opened new positions — a net loss of 65 holders — while 416 trimmed existing stakes and 559 added.

The largest buyer was Millennium Management, adding an estimated $124M. The largest seller was Fidelity Investments, cutting an estimated $338M.

  • 1,238 institutional investors held Devon Energy (DVN) as of Q1 2023, down from 1,333 in Q4 2022.
  • Funds reported $23.7B of Devon Energy stock for Q1 2023, down 24% quarter-over-quarter.
  • 131 funds opened new Devon Energy positions in Q1 2023 and 196 closed out, a net change of -65 holders.
  • The largest Devon Energy buyer in Q1 2023 was Millennium Management, an estimated $124M added.
  • The largest Devon Energy seller in Q1 2023 was Fidelity Investments, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2023.