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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
BC
476
Bowman & Company
Wisconsin
$1.4M +$82.4K +1,800 +6%
CCC
477
Chelsea Counsel Company
California
$1.4M +$977K +21,330 +224%
KFP
478
KMG Fiduciary Partners
Ohio
$1.4M +$44K +962 +3%
TWC
479
TD Waterhouse Canada
Ontario, Canada
$1.39M +$17.6K +384 +2%
FFN
480
Focus Financial Network
Minnesota
$1.39M +$1.01M +22,099 +256%
LWM
481
Lodestone Wealth Management
Washington
$1.39M +$105K +2,292 +8%
TAM
482
Titleist Asset Management
Texas
$1.37M +$190K +4,160 +16%
SC
483
Syon Capital
California
$1.36M +$721K +15,748 +111%
SFS
484
Stiles Financial Services
Minnesota
$1.35M +$688K +15,036 +101%
UCFA
485
United Capital Financial Advisors
Texas
$1.32M +$756K +16,522 +131%
NRD
486
Nebula Research & Development
New York
$1.32M +$867K +18,947 +185%
EF
487
Empirical Finance
Pennsylvania
$1.32M +$10.7K +233 +0.8%
Capstone Investment Advisors
488
Capstone Investment Advisors
New York
$1.31M -$1.29M -28,114 -49%
PWS
489
Peloton Wealth Strategists
Indiana
$1.31M -$221K -4,817 -14%
CVA
490
Central Valley Advisors
California
$1.3M +$1.31M +28,673 New
PP
491
Prudential plc
United Kingdom
$1.29M -$3.3K -72 -0.3%
Kovitz Investment Group Partners
492
Kovitz Investment Group Partners
Illinois
$1.29M +$1.3M +28,417 New
SF
493
Summit Financial
New Jersey
$1.29M -$160K -3,486 -11%
CGH
494
Crossmark Global Holdings
Texas
$1.28M +$35.3K +772 +3%
RPSA
495
Richard P. Slaughter Associates
Texas
$1.27M -$17.1K -374 -1%
QCM
496
QRG Capital Management
Illinois
$1.27M +$300K +6,558 +30%
PWS
497
Peterson Wealth Services
Utah
$1.26M +$288K +6,301 +29%
MTIM
498
Marathon Trading Investment Management
Pennsylvania
$1.25M +$1.27M +27,699 New
Wolverine Trading
499
Wolverine Trading
Illinois
$1.25M -$3.63M -79,388 -74%
WSC
500
Wellington Shields & Co
New York
$1.24M -$135K -2,952 -10%