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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
PS
626
Principal Securities
Iowa
$702K +$709K +15,494 New
HGA
627
Hobbs Group Advisors
South Carolina
$700K +$707K +15,451 New
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$697K -$870K -19,008 -55%
CRWM
629
Castle Rock Wealth Management
California
$696K -$3.43K -75 -0.5%
CD
630
Chapin Davis
Maryland
$694K +$171K +3,736 +32%
BFS
631
Bard Financial Services
Connecticut
$692K -$45.8K -1,000 -6%
SSA
632
Schonfeld Strategic Advisors
New York
$684K -$3.1M -67,710 -82%
PCMC
633
Paragon Capital Management (Colorado)
Colorado
$681K
IMCOOI
634
Investment Management Corp of Ontario (IMCO)
Canada
$679K +$686K +14,984 New
V
635
ViaWealth
Kansas
$676K -$233K -5,099 -25%
FFA
636
Farther Finance Advisors
California
$676K +$298K +6,515 +78%
WSTAM
637
Wilbanks Smith & Thomas Asset Management
Virginia
$673K -$696K -15,202 -51%
CGA
638
Crescent Grove Advisors
Illinois
$670K +$66.7K +1,457 +11%
CV
639
Counterweight Ventures
North Carolina
$665K +$672K +14,685 New
Assenagon Asset Management
640
Assenagon Asset Management
Luxembourg
$662K -$43.1M -940,801 -98%
ITFISA
641
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$662K -$7.33K -160 -1%
KSWWM
642
Keyes Stange & Wooten Wealth Management
Florida
$661K +$668K +14,597 New
MCM
643
MAI Capital Management
Ohio
$661K -$20.4K -445 -3%
FFM
644
Forum Financial Management
Illinois
$661K -$90.9K -1,986 -12%
SAM
645
Smithbridge Asset Management
Pennsylvania
$660K -$27.5K -600 -4%
GIM
646
Greylin Investment Management
Virginia
$659K -$67.5K -1,475 -9%
BP
647
Ballentine Partners
Massachusetts
$653K +$283K +6,174 +75%
MA
648
MONECO Advisors
Connecticut
$651K +$48.9K +1,069 +8%
HWM
649
HB Wealth Management
Georgia
$651K -$140K -3,058 -18%
1WA
650
180 Wealth Advisors
Washington
$643K +$1.6K +35 +0.3%