We are live on ! Find out more
DVN icon

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
GAAM
826
Guinness Atkinson Asset Management
California
$343K +$16.6K +362 +5%
VAM
827
Verity Asset Management
North Carolina
$340K +$344K +7,509 New
IF
828
Intrua Financial
Texas
$339K +$343K +7,487 New
ARC
829
Advisor Resource Council
Texas
$339K +$342K +7,475 New
FDS
830
First Dallas Securities
Texas
$336K +$339K +7,411 New
FT
831
Fiduciary Trust
Massachusetts
$334K -$84.7K -1,850 -20%
ONB
832
Old National Bancorp
Indiana
$333K +$134K +2,925 +66%
MIA
833
MeadowBrook Investment Advisors
Michigan
$333K +$337K +7,355 New
SM
834
Southport Management
Wyoming
$332K
NW
835
NewEdge Wealth
Pennsylvania
$331K +$335K +7,318 New
SF
836
Symphony Financial
Texas
$331K +$38.5K +842 +12%
ISWM
837
Independent Solutions Wealth Management
New York
$330K +$14.6K +318 +5%
HAG
838
HighPoint Advisor Group
Illinois
$330K +$308K +6,730 New
GI
839
GAMMA Investing
California
$330K +$359K +7,848 New
SWM
840
Spire Wealth Management
Virginia
$330K -$230K -5,021 -38%
BL
841
Balentine LLC
Georgia
$330K +$33.6K +735 +11%
AWG
842
Altus Wealth Group
Colorado
$327K +$331K +7,221 New
AIP
843
Ameritas Investment Partners
Nebraska
$327K -$22.5K -491 -6%
AW
844
Avion Wealth
Texas
$326K -$682K -14,887 -67%
HCP
845
Hexagon Capital Partners
Arkansas
$325K +$6.04K +132 +2%
SW
846
SVB Wealth
Massachusetts
$325K -$42.9K -936 -12%
NP
847
NorthRock Partners
Minnesota
$322K +$325K +7,102 New
AAM
848
Augustine Asset Management
Florida
$320K +$87.4K +1,909 +37%
WMP
849
Wealth Management Partners
Arizona
$318K -$105K -2,293 -25%
KS
850
Karpas Strategies
Connecticut
$318K -$23.6K -516 -7%