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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
CSC
501
Cove Street Capital
California
$1.24M +$183K +4,000 +17%
OHWP
502
Oak Harbor Wealth Partners
North Carolina
$1.23M -$114K -2,482 -8%
IWC
503
Integrated Wealth Concepts
Massachusetts
$1.23M +$441K +9,626 +55%
IFG
504
Independent Financial Group
California
$1.22M -$1.28M -27,862 -51%
LSPW
505
Lake Street Private Wealth
Illinois
$1.21M -$350K -7,634 -22%
AFS
506
Aft Forsyth & Sober
Florida
$1.2M
AAS
507
Annex Advisory Services
Wisconsin
$1.2M +$6.5K +142 +0.5%
PP
508
Pingora Partners
Wyoming
$1.2M +$1.21M +26,440 New
DBIA
509
Dumont & Blake Investment Advisors
New Jersey
$1.19M -$51.3K -1,120 -4%
MLICM
510
Metropolitan Life Insurance Company (MetLife)
New York
$1.18M -$19.7K -430 -2%
E3F
511
Eight 31 Financial
Texas
$1.18M +$1.19M +26,019 New
ET
512
Entropy Technologies
New York
$1.18M +$1.19M +25,978 New
QCM
513
Qsemble Capital Management
New York
$1.16M -$1.32M -28,812 -53%
GMFG
514
Greater Midwest Financial Group
Minnesota
$1.16M +$1.17M +25,658 New
TFS
515
Thoroughbred Financial Services
Tennessee
$1.16M +$277K +6,054 +31%
A
516
AlphaQuest
New York
$1.16M +$1.17M +25,505 New
RI
517
Ridgewood Investments
New Jersey
$1.16M +$437K +9,539 +60%
MHS
518
M Holdings Securities
Oregon
$1.15M +$53.3K +1,165 +5%
BBI
519
Baxter Bros Inc
Connecticut
$1.15M -$60.2K -1,315 -5%
EH
520
Equitable Holdings
New York
$1.15M -$841K -18,371 -42%
KWM
521
Kingsview Wealth Management
Oregon
$1.14M -$3.08M -67,228 -73%
CW
522
Connectus Wealth
Ohio
$1.14M +$275K +5,996 +31%
WP
523
WealthShield Partners
North Carolina
$1.14M +$71.4K +1,559 +7%
CA
524
Cetera Advisors
Colorado
$1.13M -$40.5K -885 -3%
GS
525
Gagnon Securities
New York
$1.13M -$2.15K -47 -0.2%