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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
AIMCA
701
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$521K
CDH
702
Charles D. Hyman
$520K
SS
703
Sunbelt Securities
Texas
$519K +$19.7K +430 +4%
YC
704
Yarbrough Capital
Tennessee
$518K
AIC
705
Archer Investment Corporation
Indiana
$508K -$13.9K -303 -3%
BDWCC
706
B&D White Capital Company
Texas
$507K +$151K +3,300 +42%
FMB
707
Field & Main Bank
Kentucky
$502K -$49.9K -1,090 -9%
MWM
708
Mattern Wealth Management
Kansas
$500K +$2.65K +58 +0.5%
CW
709
CreativeOne Wealth
Kansas
$498K +$53.4K +1,166 +12%
AG
710
Algert Global
California
$498K +$503K +10,984 New
KeyBank National Association
711
KeyBank National Association
Ohio
$497K -$97.2K -2,122 -16%
WI
712
Wahed Invest
New York
$496K +$29.7K +648 +6%
CT
713
Coastline Trust
Rhode Island
$495K -$606K -13,247 -55%
AG
714
AIA Group
Hong Kong
$495K +$500K +10,921 New
CNBTD
715
Citizens National Bank Trust Department
Mississippi
$494K +$499K +10,910 New
DA
716
Doliver Advisors
Texas
$494K -$3.66K -80 -0.7%
CIC
717
Carnegie Investment Counsel
Ohio
$491K
BAM
718
Brave Asset Management
New Jersey
$489K
BWM
719
Biltmore Wealth Management
Arizona
$487K +$5.13K +112 +1%
LCGC
720
Legacy Capital Group California
California
$487K +$492K +10,741 New
TAM
721
Tocqueville Asset Management
New York
$487K -$22.9K -500 -4%
VCWA
722
Vanguard Capital Wealth Advisors
Colorado
$484K -$18.3K -400 -4%
SB
723
Strategic Blueprint
Georgia
$484K +$151K +3,288 +44%
CIP
724
Chartwell Investment Partners
Pennsylvania
$483K +$88K +1,923 +22%
EWA
725
EverSource Wealth Advisors
Alabama
$480K -$103K -2,248 -17%