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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
17.93%
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
DCM
376
Delta Capital Management
New Jersey
$2.18M
SFA
377
Sequoia Financial Advisors
Ohio
$2.17M +$1.65M +35,936 +301%
AGP
378
Autumn Glory Partners
Texas
$2.16M -$320K -7,000 -12%
CIA
379
Concurrent Investment Advisors
Florida
$2.15M +$2.18M +47,512 New
SWM
380
Scissortail Wealth Management
Oklahoma
$2.14M +$223K +4,869 +11%
AI
381
Atria Investments
North Carolina
$2.11M -$370K -8,092 -15%
LIM
382
Leavell Investment Management
Alabama
$2.1M -$940K -20,535 -31%
LI
383
LMCG Investments
Massachusetts
$2.08M +$112K +2,448 +6%
TW
384
TrinityPoint Wealth
Connecticut
$2.07M +$2.09M +45,659 New
RIM
385
Redwood Investment Management
Arizona
$2.01M -$1.42M -30,966 -41%
IFU
386
iSAM Funds (UK)
United Kingdom
$2.01M +$115K +2,514 +6%
VF
387
Virtu Financial
New York
$2M +$2.03M +44,256 New
Blackstone Inc
388
Blackstone Inc
New York
$2M -$10.8M -235,000 -84%
SP
389
Symmetry Partners
Connecticut
$1.99M
NRS
390
Neville Rodie & Shaw
New York
$1.98M -$2.1M -45,835 -51%
CA
391
Cornerstone Advisors
North Carolina
$1.96M -$719K -15,700 -27%
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$1.95M -$28K -611 -1%
LNWWM
393
Laird Norton Wetherby Wealth Management
California
$1.95M -$235K -5,133 -11%
RCA
394
Resonant Capital Advisors
Wisconsin
$1.94M +$596K +13,024 +44%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$1.94M -$347K -7,584 -15%
KA
396
Kovack Advisors
Florida
$1.94M +$1.2M +26,295 +160%
SLC
397
Second Line Capital
Louisiana
$1.94M +$1.96M +42,752 New
LFG
398
Larson Financial Group
Missouri
$1.91M -$240K -5,232 -11%
CWS
399
Confluence Wealth Services
Pennsylvania
$1.91M +$48.9K +1,068 +3%
OTL
400
Oak Thistle LLC
New York
$1.9M +$1.92M +41,887 New