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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
17.94%
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
Barclays
26
Barclays
United Kingdom
$148M +$5.12M +111,749 +4%
YAM
27
Yacktman Asset Management
Texas
$147M +$9.57M +208,944 +7%
Ameriprise
28
Ameriprise
Minnesota
$145M +$2.03M +44,265 +1%
Two Sigma Investments
29
Two Sigma Investments
New York
$143M +$124M +2,713,816 +606%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$141M -$13.5M -294,718 -9%
Millennium Management
31
Millennium Management
New York
$139M +$3.92M +85,656 +3%
JP Morgan Chase
32
JP Morgan Chase
New York
$138M +$27.9M +609,389 +25%
Boston Partners
33
Boston Partners
Massachusetts
$134M -$41.2M -899,659 -23%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$128M +$7.43M +162,327 +6%
Citadel Advisors
35
Citadel Advisors
Florida
$107M +$51.6M +1,127,783 +91%
Holocene Advisors
36
Holocene Advisors
New York
$102M +$103M +2,248,170 New
CLG
37
Cooperman Leon G
$99.7M -$4.57M -99,900 -4%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$93.5M +$93.6M +2,043,376 +9,707%
Amundi
39
Amundi
France
$92.7M -$646K -14,106 -0.7%
UBS Group
40
UBS Group
Switzerland
$92M -$4.63M -101,083 -5%
Swiss National Bank
41
Swiss National Bank
Switzerland
$90.8M -$2.77M -60,400 -3%
First Trust Advisors
42
First Trust Advisors
Illinois
$89.8M -$8.04M -175,541 -8%
Wells Fargo
43
Wells Fargo
California
$83.4M -$32.7M -713,792 -28%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$82.7M +$5.42M +118,346 +7%
Deutsche Bank
45
Deutsche Bank
Germany
$81.4M +$3.79M +82,857 +5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$73.6M +$2.62M +57,216 +4%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$69.5M +$3.04M +66,464 +5%
SCM
48
Shapiro Capital Management
Georgia
$69.2M +$1.37M +29,856 +2%
Luther King Capital Management (LKCM)
49
Luther King Capital Management (LKCM)
Texas
$65.3M -$15.7M -341,888 -19%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$64.8M -$686K -14,994 -1%