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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
MMPW
801
Mitchell McLeod Pugh & Williams
Alabama
$369K -$32K -700 -8%
BHCM
802
Brevan Howard Capital Management
Jersey
$369K +$373K +8,145 New
RIA
803
Realta Investment Advisors
Delaware
$365K +$153K +3,331 +71%
DT
804
Diversified Trust
Tennessee
$364K -$27.8K -608 -7%
BMCM
805
Bryn Mawr Capital Management
Pennsylvania
$363K +$367K +8,019 New
NS
806
NBC Securities
Alabama
$363K +$226K +4,930 +160%
BJL
807
Brighton Jones LLC
Washington
$363K +$33.7K +737 +10%
MA
808
Mutual Advisors
Nebraska
$363K +$367K +8,006 New
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$362K -$69.5K -1,517 -16%
DCM
810
Dudley Capital Management
Virginia
$362K -$6.64K -145 -2%
LAM
811
Lewis Asset Management
California
$359K +$362K +7,915 New
MWM
812
Mission Wealth Management
California
$357K +$10.8K +235 +3%
BWM
813
Baron Wealth Management
Michigan
$355K
SRSA
814
S.R. Schill & Associates
Washington
$353K +$12.9K +282 +4%
LCM
815
Lazari Capital Management
California
$353K -$183 -4 -0.1%
CSI
816
Cross Staff Investments
New York
$352K -$13.4K -292 -4%
APP
817
Avantax Planning Partners
Iowa
$352K +$356K +7,776 New
MAS
818
Meeder Advisory Services
Ohio
$352K -$77.4K -1,691 -18%
SWA
819
Stratos Wealth Advisors
Ohio
$350K -$104K -2,275 -23%
O
820
Ossiam
France
$348K -$110K -2,407 -24%
LA
821
Lindenwold Advisors
Pennsylvania
$348K -$502K -10,957 -59%
TC
822
TownSquare Capital
Utah
$347K +$13.7K +299 +4%
MYAM
823
Meiji Yasuda Asset Management
Japan
$346K
CFFP
824
Center for Financial Planning
Michigan
$345K +$3.52K +77 +1%
ACM
825
Argyle Capital Management
Pennsylvania
$344K -$211K -4,600 -38%