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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
SFI
901
SPC Financial Inc
Maryland
$270K -$64.5K -1,409 -19%
MSFS
902
Main Street Financial Solutions
Pennsylvania
$270K -$17.8K -388 -6%
IBOK
903
Independence Bank of Kentucky
Kentucky
$270K -$200K -4,378 -42%
ET
904
Equitable Trust
Tennessee
$269K
CL
905
Choreo LLC
Illinois
$269K -$20.8K -455 -7%
PCM
906
Perritt Capital Management
Illinois
$268K -$163K -3,550 -37%
EGA
907
E&G Advisors
Texas
$268K -$8.56K -187 -3%
FMN
908
Financial Management Network
California
$266K +$10.2K +222 +4%
Verition Fund Management
909
Verition Fund Management
Connecticut
$266K +$268K +5,863 New
ACM
910
Allred Capital Management
Texas
$266K -$17.7K -386 -6%
WIC
911
Woodmont Investment Counsel
Tennessee
$264K +$1.15K +25 +0.4%
MIM
912
MTM Investment Management
South Carolina
$263K -$55.6K -1,215 -17%
GLA
913
Good Life Advisors
Pennsylvania
$262K +$44K +960 +20%
PWPS
914
Pinnacle Wealth Planning Services
Ohio
$262K +$2.98K +65 +1%
RA
915
RFG Advisory
Alabama
$261K -$707K -15,452 -73%
Envestnet Portfolio Solutions
916
Envestnet Portfolio Solutions
Illinois
$261K -$2.8M -61,130 -91%
SAF
917
Smith Anglin Financial
Texas
$259K +$1.47K +32 +0.6%
KIA
918
KCM Investment Advisors
California
$259K -$1.56K -34 -0.6%
AAS
919
Ameritas Advisory Services
Nebraska
$259K -$967K -21,132 -78%
SYBT
920
Stock Yards Bank & Trust
Kentucky
$259K -$74.5K -1,627 -22%
LRWA
921
Long Run Wealth Advisors
New York
$258K +$2.2K +48 +0.9%
AWC
922
Adamsbrown Wealth Consultants
Kansas
$257K -$50.6K -1,105 -16%
MCC
923
Malaga Cove Capital
California
$257K
QFA
924
Quantum Financial Advisors
California
$257K
CI
925
CX Institutional
Indiana
$255K +$258K +5,636 New