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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
FNBT
676
FineMark National Bank & Trust
Florida
$573K -$72.9K -1,592 -11%
FCBT
677
First Citizens Bank & Trust
North Carolina
$570K -$3.38M -73,925 -85%
PTC
678
Private Trust Company
Ohio
$570K -$249K -5,431 -30%
PA
679
Parallel Advisors
California
$568K -$110K -2,398 -16%
BCM
680
Brookstone Capital Management
Illinois
$562K -$84.3K -1,842 -13%
PAS
681
Park Avenue Securities
New York
$560K +$245K +5,360 +77%
BFM
682
Boothbay Fund Management
New York
$554K +$361K +7,888 +182%
PWM
683
Prosperity Wealth Management
California
$554K +$150K +3,285 +37%
FGA
684
Fortis Group Advisors
New Jersey
$552K
MC
685
Machina Capital
France
$551K +$557K +12,171 New
P
686
&Partners
Tennessee
$549K +$555K +12,123 New
CG
687
Caprock Group
Idaho
$545K -$105K -2,291 -16%
BSW
688
Buckingham Strategic Wealth
Missouri
$545K -$163K -3,552 -23%
DPAM
689
Degroof Petercam Asset Management
Belgium
$544K +$549K +12,000 New
GC
690
Guidance Capital
Kentucky
$541K +$35.9K +785 +7%
Lazard Asset Management
691
Lazard Asset Management
New York
$540K -$701K -15,302 -56%
Brown Advisory
692
Brown Advisory
Maryland
$539K +$164K +3,573 +43%
MCA
693
Millennium Capital Advisors
Arkansas
$538K +$18.4K +401 +3%
AGM
694
Alpine Global Management
New York
$537K +$185K +4,044 +52%
AWM
695
Accurate Wealth Management
Florida
$531K -$57.8K -1,262 -9%
SIC
696
Samalin Investment Counsel
New York
$531K -$133K -2,911 -20%
SM
697
Salzhauer Michael
$530K -$87K -1,900 -14%
BFG
698
Bleakley Financial Group
New Jersey
$526K -$21.5K -469 -4%
SS
699
Simplicity Solutions
Minnesota
$526K -$21.5K -469 -4%
MAM
700
Meeder Asset Management
Ohio
$526K