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Devon Energy

634 hedge funds and large institutions have $10B invested in Devon Energy in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 204 increasing their positions, 252 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $201M | Put options by funds: $132M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4.02% more ownership

Funds ownership: 80.84%84.86% (+4%)

8% less funds holding

Funds holding: 688634 (-54)

10% less capital invested

Capital invested by funds: $11.2B → $10B (-$1.16B)

19% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 252

40% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 110

Holders
634
Holders Change
-54
Holders Change %
-7.85%
% of All Funds
13.77%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
66
Increased
204
Reduced
252
Closed
110
Calls
$201M
Puts
$132M
Net Calls
+$69.6M
Net Calls Change
-$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
601
Archford Capital Strategies
Illinois
$2K
CIAS
602
Capital Investment Advisory Services
North Carolina
$2K
HGWM
603
Harvest Group Wealth Management
Massachusetts
$2K
JCM
604
Jacobi Capital Management
Pennsylvania
$2K
LF
605
Lee Financial
Texas
$2K
SFSIG
606
San Francisco Sentry Investment Group
California
$2K
SIAS
607
Shine Investment Advisory Services
Colorado
$2K
SWP
608
Strategic Wealth Partners
Ohio
$2K
LGWM
609
Litman Gregory Wealth Management
California
$2K +$1.87K +63 New
AWMS
610
Advocacy Wealth Management Services
Georgia
$2K +$2.11K +71 New
BBHC
611
Brown Brothers Harriman & Co
New York
$2K +$2.11K +71 New
NIM
612
NuWave Investment Management
New Jersey
$2K +$2.17K +73 New
RA
613
Rational Advisors
New York
$2K +$2.17K +73 New
SWA
614
Sutton Wealth Advisors
Florida
$1.51K +$862 +29 +121%
WPA
615
West Paces Advisors
Georgia
$1.37K
CI
616
CX Institutional
Indiana
$1K -$2.11K -71 -66%
AIM
617
Advantage Investment Management
Iowa
$1K -$327 -11 -38%
WAP
618
Wealthcare Advisory Partners
Pennsylvania
$1K -$30 -1 -4%
GTAM
619
Global Trust Asset Management
Florida
$1K
HI
620
Hudock Inc
Pennsylvania
$1K
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
LWM
622
Liberty Wealth Management
California
$1K
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$1K
TFS
624
TrustCore Financial Services
Tennessee
$1K
TFA
625
Transamerica Financial Advisors
Florida
$1K +$297 +10 New