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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
WHG
426
Westwood Holdings Group
Texas
$1.73M -$14.6K -319 -0.8%
LFAS
427
Level Four Advisory Services
Texas
$1.72M -$183K -3,993 -9%
MWS
428
Maxwell Wealth Strategies
California
$1.72M +$1.74M +37,993 New
PI
429
Putnam Investments
Massachusetts
$1.71M +$1.73M +37,829 New
IAIM
430
International Assets Investment Management
Florida
$1.7M -$234K -5,113 -12%
SIG
431
Stonegate Investment Group
Alabama
$1.69M -$252K -5,498 -13%
FWC
432
First Washington Corp
Washington
$1.69M -$148K -3,241 -8%
Vontobel Holding
433
Vontobel Holding
Switzerland
$1.68M -$46.7K -1,021 -3%
RIL
434
Rothschild Investment LLC
Illinois
$1.67M +$15.2K +331 +0.9%
CC
435
Cipher Capital
New York
$1.67M +$1.1M +24,068 +188%
EI
436
Ethic Inc
New York
$1.66M -$1.35M -29,470 -45%
PIWA
437
Prevail Innovative Wealth Advisors
Kansas
$1.65M +$1.66M +36,325 New
PCMK
438
Paragon Capital Management (Kansas)
Kansas
$1.64M -$38.1K -833 -2%
CIC
439
Cornercap Investment Counsel
Georgia
$1.64M +$135K +2,959 +9%
AWM
440
Adams Wealth Management
Utah
$1.63M +$345K +7,529 +27%
CF
441
Centaurus Financial
California
$1.63M +$66.2K +1,447 +4%
ASN
442
Advisory Services Network
Georgia
$1.62M -$1.65M -35,988 -50%
KPWS
443
Kestra Private Wealth Services
Texas
$1.61M +$62.6K +1,367 +4%
Fiera Capital (Canada)
444
Fiera Capital (Canada)
Quebec, Canada
$1.61M -$36.4K -795 -2%
EFS
445
Essex Financial Services
Connecticut
$1.61M -$210K -4,576 -11%
RP
446
Rowlandmiller & Partners
Georgia
$1.6M
BAM
447
Belpointe Asset Management
Nevada
$1.58M +$383K +8,357 +32%
SM
448
Sciencast Management
New Jersey
$1.56M +$1.58M +34,493 New
IGAM
449
iA Global Asset Management
Quebec, Canada
$1.56M +$1.07M +23,386 +211%
HG
450
Herbst Group
Connecticut
$1.54M +$97.1K +2,120 +7%