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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
WA
651
WESPAC Advisors
California
$638K -$28.8K -628 -4%
PP
652
Paloma Partners
Connecticut
$636K +$5.17K +113 +0.8%
VWA
653
Visionary Wealth Advisors
Illinois
$636K -$103K -2,260 -14%
NL
654
NWAM LLC
Washington
$630K -$3.72M -81,164 -85%
MA
655
Modus Advisors
Minnesota
$619K +$134K +2,923 +27%
TWM
656
Trueblood Wealth Management
Ohio
$617K +$623K +13,612 New
WKSWA
657
White Knight Strategic Wealth Advisors
New Jersey
$615K +$621K +13,570 New
AWCI
658
Alpine Woods Capital Investors
New York
$614K -$1.69M -36,815 -73%
GT
659
Glenmede Trust
Pennsylvania
$613K -$64.9K -1,417 -9%
CL
660
COWA LLC
Oklahoma
$611K +$19.8K +433 +3%
TWM
661
Triton Wealth Management
Arizona
$609K +$14.2K +310 +2%
VI
662
Vestcor Inc
New Brunswick, Canada
$605K -$7.23K -158 -1%
WSCM
663
Wellington Shields Capital Management
New York
$604K -$4.05M -88,430 -87%
VIM
664
Vinva Investment Management
Australia
$597K +$597K +13,050 New
VC
665
Veracity Capital
Georgia
$596K -$103K -2,255 -15%
SC
666
Scotia Capital
Ontario, Canada
$595K -$1.91M -41,721 -76%
BMSSC
667
B. Metzler seel. Sohn & Co
Germany
$593K +$75.7K +1,653 +14%
IWA
668
IVC Wealth Advisors
Pennsylvania
$592K +$599K +13,075 New
MAC
669
Mason & Associates (California)
California
$592K +$229K +4,999 +62%
RMC
670
Resources Management Corp
Connecticut
$590K +$17.5K +383 +3%
N
671
Numerai
California
$588K -$134K -2,916 -18%
PI
672
PFG Investments
New York
$585K +$38.3K +837 +7%
PIM
673
Penobscot Investment Management
Massachusetts
$584K +$356K +7,772 +152%
Acadian Asset Management
674
Acadian Asset Management
Massachusetts
$580K -$123K -2,684 -17%
LNC
675
Lincoln National Corp
Pennsylvania
$577K -$711K -15,533 -55%