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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
TPI
951
Trust Point Inc
Wisconsin
$236K +$238K +5,205 New
IWA
952
Invera Wealth Advisors
Oregon
$236K +$238K +5,203 New
SOS
953
Silver Oak Securities
Tennessee
$235K -$28.8K -629 -11%
RCM
954
Requisite Capital Management
Texas
$233K
HW
955
Hancock Whitney
Mississippi
$229K -$595 -13 -0.3%
WG
956
Welch Group
Alabama
$229K -$210K -4,594 -48%
CWM
957
Compass Wealth Management
Connecticut
$227K -$281K -6,135 -55%
SCA
958
Sage Capital Advisors
South Dakota
$227K -$11.4K -250 -5%
WP
959
WealthSource Partners
California
$226K -$102K -2,220 -31%
ACG
960
Allen Capital Group
Nebraska
$223K -$104K -2,278 -32%
HA
961
Herold Advisors
New York
$222K
TCM
962
Teza Capital Management
Illinois
$222K -$3.41M -74,514 -94%
CCA
963
Checchi Capital Advisers
California
$219K -$77K -1,682 -26%
SFC
964
Strategic Financial Concepts
Texas
$218K +$220K +4,810 New
TCM
965
Triumph Capital Management
Colorado
$212K +$214K +4,670 New
WI
966
Wintrust Investments
Illinois
$209K -$1.08M -23,644 -84%
NCM
967
Novare Capital Management
North Carolina
$208K -$13.7K -300 -6%
WANY
968
Wealthspire Advisors (New York)
New York
$208K +$210K +4,584 New
WPW
969
Waldron Private Wealth
Pennsylvania
$207K +$210K +4,578 New
AI
970
Atom Investors
Texas
$207K -$413K -9,018 -66%
EP
971
Eudaimonia Partners
Tennessee
$206K +$208K +4,548 New
EWA
972
Exencial Wealth Advisors
Oklahoma
$204K +$2.75K +60 +1%
CPA
973
Cardiff Park Advisors
California
$204K +$504 +11 +0.2%
CA
974
Carson Advisory
Georgia
$203K -$20.7K -453 -9%
NERM
975
New England Research & Management
Illinois
$203K -$436K -9,525 -68%