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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
CFO
926
Collective Family Office
Pennsylvania
$254K +$256K +5,600 New
IC
927
Inscription Capital
Texas
$253K +$28.4K +621 +12%
CFB
928
Cullen/Frost Bankers
Texas
$253K +$12.4K +271 +5%
RWMG
929
Redwood Wealth Management Group
New Jersey
$253K +$39.4K +860 +18%
SPWG
930
Sage Private Wealth Group
Illinois
$253K -$28.6K -625 -10%
NFG
931
Nations Financial Group
Iowa
$253K -$4.58K -100 -2%
FFG
932
Fortem Financial Group
California
$252K -$71.7K -1,565 -22%
AAG
933
Armstrong Advisory Group
Massachusetts
$252K -$55.9K -1,220 -18%
TH
934
TCTC Holdings
Texas
$252K -$1.51K -33 -0.6%
FAN
935
Financial Advisors Network
California
$251K +$13.8K +301 +6%
SGI
936
Summit Global Investments
Utah
$251K +$253K +5,531 New
TA
937
TrueWealth Advisors
Alabama
$250K +$42.7K +932 +20%
AF
938
Allworth Financial
California
$250K -$129K -2,812 -34%
BAM
939
Berkshire Asset Management
Pennsylvania
$250K -$3.85K -84 -2%
CWP
940
Core Wealth Partners
California
$249K -$32.4K -708 -11%
WTB
941
Washington Trust Bank
Washington
$246K +$25.6K +560 +11%
ORC
942
O'Rourke & Company
Massachusetts
$244K -$12.6K -276 -5%
VA
943
Valmark Advisers
Ohio
$243K +$245K +5,358 New
Walleye Trading
944
Walleye Trading
New York
$243K +$245K +5,355 New
IAN
945
Integrated Advisors Network
Texas
$242K -$616K -13,465 -72%
LW
946
Lauer Wealth
Indiana
$239K +$266K +5,800 New
HVIA
947
Hudson Valley Investment Advisors
New York
$238K -$366K -7,999 -60%
AFT
948
Alpha Family Trust
California
$237K +$240K +5,240 New
VF
949
VitalStone Financial
Texas
$237K
VSQM
950
V-Square Quantitative Management
Illinois
$237K