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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
SC
576
Sapient Capital
Indiana
$870K +$879K +19,200 New
MAM
577
Morse Asset Management
Connecticut
$863K -$1.58M -34,407 -64%
APW
578
Aurora Private Wealth
New Jersey
$856K +$8.88K +194 +1%
PWA
579
Phoenix Wealth Advisors
North Carolina
$856K -$1.22M -26,734 -59%
SPC
580
Sigma Planning Corp
Michigan
$854K -$1.33M -28,992 -61%
IA
581
Inspire Advisors
Idaho
$845K +$33.9K +741 +4%
SC
582
Savant Capital
Illinois
$843K -$20.3K -444 -2%
LFA
583
Legacy Financial Advisors
Kentucky
$832K +$264K +5,776 +46%
SF
584
Synovus Financial
Georgia
$826K +$299K +6,529 +56%
CCM
585
Coldstream Capital Management
Washington
$825K -$33.2K -725 -4%
RCM
586
Radnor Capital Management
Pennsylvania
$820K -$60K -1,310 -7%
MCM
587
Mendel Capital Management
Arkansas
$818K -$45.8K -1,000 -5%
APCM
588
Arbiter Partners Capital Management
New York
$817K
HH
589
Hilltop Holdings
Texas
$817K -$214K -4,671 -21%
VH
590
Visionary Horizons
Tennessee
$811K +$820K +17,903 New
BNP Paribas Asset Management
591
BNP Paribas Asset Management
France
$811K +$187K +4,087 +30%
CC
592
Courier Capital
New York
$810K -$18.7K -409 -2%
HCM
593
Hodges Capital Management
Texas
$807K -$171K -3,744 -17%
OIA
594
OneDigital Investment Advisors
Kansas
$802K -$25.5K -557 -3%
TMAM
595
Tokio Marine Asset Management
Japan
$800K +$56.3K +1,229 +7%
Carson Wealth (CWM LLC)
596
Carson Wealth (CWM LLC)
Nebraska
$799K -$386K -8,429 -32%
CAM
597
Creekmur Asset Management
Illinois
$791K +$799K +17,455 New
SB
598
Simmons Bank
Arkansas
$789K -$93K -2,032 -10%
P
599
Pitcairn
Pennsylvania
$779K -$16.4K -358 -2%
CWM
600
Cornerstone Wealth Management
Missouri
$775K +$255K +5,577 +48%