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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
SA
601
Strategic Advisors
New York
$775K +$9.16K +200 +1%
IAS
602
Investment Advisory Services
Texas
$772K
CFSG
603
Clark Financial Services Group
Missouri
$770K -$3.21K -70 -0.4%
SSB
604
Sandy Spring Bank
Maryland
$770K -$21.3K -466 -3%
IA
605
IFP Advisors
Florida
$767K -$515K -11,239 -40%
JIP
606
Jaffetilchin Investment Partners
Florida
$765K -$48.8K -1,065 -6%
FI
607
Financial Insights
Washington
$762K -$304K -6,651 -28%
POIA
608
Pin Oak Investment Advisors
Texas
$760K +$92 +2 +0%
ZF
609
Zega Financial
Florida
$759K +$768K +16,765 New
CCWM
610
Correct Capital Wealth Management
Missouri
$753K +$761K +16,630 New
WE
611
Wealth Effects
Massachusetts
$752K +$51.4K +1,122 +7%
FNT
612
First National Trust
Pennsylvania
$744K -$47.7K -1,041 -6%
RHJA
613
Rice Hall James & Associates
California
$743K
FTDI
614
First Trust Direct Indexing
Massachusetts
$741K -$100K -2,191 -12%
Lido Advisors
615
Lido Advisors
California
$738K +$324K +7,070 +77%
IIM
616
INTECH Investment Management
Florida
$731K -$8.19M -178,996 -92%
OPTFSNA
617
Old Point Trust & Financial Services N A
Virginia
$730K -$14.9K -325 -2%
AA
618
ALPS Advisors
Colorado
$729K -$19.7M -429,454 -96%
SW
619
SkyOak Wealth
Michigan
$727K -$217K -4,750 -23%
AG
620
Ascent Group
Virginia
$726K -$59.2K -1,294 -7%
LAM
621
LifePro Asset Management
California
$723K +$8.65K +189 +1%
NFSG
622
Newbridge Financial Services Group
Florida
$720K -$127K -2,768 -15%
TIA
623
Trust Investment Advisors
Indiana
$719K -$175K -3,829 -19%
IB
624
Intrust Bank
Kansas
$714K -$4.9K -107 -0.7%
S
625
SignatureFD
Georgia
$714K +$66.8K +1,459 +10%