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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
VA
551
Vident Advisory
Georgia
$969K +$59.5K +1,299 +6%
AWM
552
Accel Wealth Management
Iowa
$969K +$52.6K +1,148 +6%
VFA
553
Valeo Financial Advisors
Indiana
$960K -$240K -5,232 -20%
PFS
554
Prospera Financial Services
Texas
$959K -$37.9K -827 -4%
I
555
INVST
Indiana
$948K -$275K -6,009 -21%
SI
556
Saxon Interests
Texas
$934K +$944K +20,613 New
PDL
557
Portfolio Design Labs
California
$932K +$942K +20,576 New
GRP
558
Global Retirement Partners
California
$927K +$6.32K +138 +0.6%
ISL
559
Ingalls & Snyder LLC
New York
$923K -$13.7K -300 -1%
NMIMC
560
Northwestern Mutual Investment Management Company
Wisconsin
$919K +$2.61K +57 +0.3%
DAS
561
Dynamic Advisor Solutions
Arizona
$915K -$5.54K -121 -0.6%
GIA
562
Gateway Investment Advisers
Ohio
$910K +$251K +5,482 +38%
TCM
563
Twin Capital Management
Pennsylvania
$907K +$917K +20,028 New
BPA
564
Beacon Pointe Advisors
California
$906K -$3.85K -84 -0.4%
HGERS
565
Householder Group Estate & Retirement Specialist
Arizona
$904K -$299K -6,536 -25%
VRM
566
Vectors Research Management
New York
$904K -$27K -589 -3%
HAM
567
Harmony Asset Management
Arizona
$892K +$902K +19,698 New
SLI
568
Sumitomo Life Insurance
Japan
$891K -$46.7K -1,020 -5%
MFG
569
Midwest Financial Group
Kansas
$889K +$62.1K +1,357 +7%
SI
570
Stephens Inc
Arkansas
$888K -$10.2K -223 -1%
MOS
571
MGO One Seven
Ohio
$886K +$495K +10,804 +123%
NLGIA
572
Nippon Life Global Investors Americas
New York
$876K +$482K +10,530 +120%
PPG
573
Peak Planning Group
Colorado
$874K -$38.5K -840 -4%
YIH
574
Y-Intercept (HK)
Hong Kong
$871K +$309K +6,751 +54%
CIBC Private Wealth Group
575
CIBC Private Wealth Group
Georgia
$870K +$229K +5,004 +35%