We are live on ! Find out more
DVN icon

Devon Energy

1,230 hedge funds and large institutions have $20.5B invested in Devon Energy in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 408 increasing their positions, 486 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 162

1.57% more ownership

Funds ownership: 68.98%70.54% (+1.6%)

1% more funds holding

Funds holding: 1,2171,230 (+13)

2% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.12B

3% less capital invested

Capital invested by funds: $21.1B → $20.5B (-$648M)

16% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 486

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

Holders
1,230
Holders Change
+13
Holders Change %
+1.07%
% of All Funds
17.94%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
191
Increased
408
Reduced
486
Closed
162
Calls
$1.14B
Puts
$1.12B
Net Calls
+$18.1M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.35B +$4.75M +103,725 +0.1%
BlackRock
2
BlackRock
New York
$2.36B +$23.7M +516,698 +1%
State Street
3
State Street
Massachusetts
$1.81B -$98.8M -2,158,430 -5%
Morgan Stanley
4
Morgan Stanley
New York
$917M +$394M +8,598,436 +74%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$675M +$18.2M +396,799 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$387M +$3.13M +68,339 +0.8%
RJA
7
Raymond James & Associates
Florida
$376M -$5.55M -121,260 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$321M +$68.1M +1,488,374 +27%
Northern Trust
9
Northern Trust
Illinois
$296M -$11.3M -246,566 -4%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$284M +$41.4M +904,274 +17%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$278M +$261M +5,700,167 +1,280%
Invesco
12
Invesco
Georgia
$265M +$40.8M +892,075 +18%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$230M +$133M +2,914,493 +135%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$221M -$39.6M -863,940 -15%
Bank of America
15
Bank of America
North Carolina
$214M -$173M -3,783,199 -44%
Goldman Sachs
16
Goldman Sachs
New York
$211M +$11.1M +242,568 +6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$199M -$523K -11,418 -0.3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$198M -$4.06M -88,699 -2%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$187M +$40.7M +887,944 +27%
UBS AM
20
UBS AM
Illinois
$178M +$3.05M +66,688 +2%
Legal & General Group
21
Legal & General Group
United Kingdom
$177M -$13.2M -288,307 -7%
SCM
22
Smead Capital Management
Arizona
$173M +$25M +546,433 +17%
Charles Schwab
23
Charles Schwab
California
$160M +$5.64M +123,158 +4%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$154M +$146M +3,183,621 +1,524%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$150M +$36.3M +793,932 +32%