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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
IAA
401
Independent Advisor Alliance
North Carolina
$1.9M +$552K +12,067 +41%
Aviva
402
Aviva
United Kingdom
$1.89M -$13.3M -291,107 -87%
QCM
403
Quantinno Capital Management
New York
$1.89M +$576K +12,578 +43%
AWM
404
Apollon Wealth Management
South Carolina
$1.88M -$592K -12,940 -24%
PA
405
Profund Advisors
Maryland
$1.88M +$114K +2,492 +6%
CCA
406
Childress Capital Advisors
Texas
$1.87M -$778K -16,994 -29%
CAM
407
Cubic Asset Management
Massachusetts
$1.86M -$65.9K -1,440 -3%
Cohen & Steers
408
Cohen & Steers
New York
$1.86M +$1.88M +41,052 New
BFEC
409
Benjamin F. Edwards & Company
Missouri
$1.86M -$891K -19,459 -32%
SFS
410
Sowell Financial Services
Arkansas
$1.85M +$125K +2,738 +7%
FC
411
Forte Capital
New York
$1.85M -$251K -5,473 -12%
AC
412
AXQ Capital
New Jersey
$1.85M +$1.87M +40,800 New
SAM
413
Securian Asset Management
Minnesota
$1.84M -$250K -5,468 -12%
CB
414
Commerce Bank
Missouri
$1.83M -$71.6K -1,563 -4%
SIA
415
Sit Investment Associates
Minnesota
$1.81M
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$66.7K +1,457 +4%
HIS
417
Harvest Investment Services
Illinois
$1.8M +$210K +4,582 +13%
HCM
418
Huber Capital Management
California
$1.78M -$2.87M -62,700 -61%
CHAM
419
Clear Harbor Asset Management
Connecticut
$1.77M -$128K -2,789 -7%
KWA
420
Kingswood Wealth Advisors
California
$1.76M +$552K +12,066 +45%
LSERS
421
Louisiana State Employees Retirement System
Louisiana
$1.75M -$45.8K -1,000 -3%
PTC
422
Philadelphia Trust Company
Pennsylvania
$1.75M -$103K -2,259 -6%
WA
423
Waverly Advisors
Alabama
$1.75M -$86.8K -1,897 -5%
M&T Bank
424
M&T Bank
New York
$1.74M -$46.9K -1,025 -3%
CS
425
Candriam SCA
Luxembourg
$1.74M +$5.68K +124 +0.3%