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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
PCG
976
PFC Capital Group
California
$202K +$204K +4,465 New
DI
977
Diligent Investors
California
$202K
NICM
978
Neo Ivy Capital Management
New York
$201K +$203K +4,430 New
SOW
979
State of Wyoming
Wyoming
$201K +$103K +2,242 +102%
EWM
980
EPG Wealth Management
Georgia
$201K -$6.36K -139 -3%
AWS
981
Aspen Wealth Strategies
Colorado
$200K -$12.2K -267 -6%
CIA
982
Cladis Investment Advisory
Montana
$200K +$202K +4,418 New
VEA
983
Virtus ETF Advisers
New York
$198K +$9.43K +206 +5%
WIA
984
Wetzel Investment Advisors
Indiana
$197K +$199K +4,340 New
JWM
985
Janiczek Wealth Management
Colorado
$188K +$24.2K +528 +15%
A
986
AJOVista
Massachusetts
$187K +$189K +4,135 New
CLOS
987
Compagnie Lombard Odier SCmA
Switzerland
$182K +$115K +2,512 +167%
HCM
988
Highlander Capital Management
New Jersey
$173K +$11.4K +250 +7%
MA
989
MCF Advisors
Kentucky
$172K +$51.6K +1,127 +42%
PAS
990
Point72 Asia (Singapore)
Singapore
$172K +$174K +3,801 New
RFA
991
Resurgent Financial Advisors
Georgia
$167K -$70.5K -1,539 -29%
TWM
992
Tradition Wealth Management
Minnesota
$167K -$30.9K -674 -15%
LWCFA
993
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$161K
PR
994
Payden & Rygel
California
$159K
PH
995
Pinnacle Holdings
Oklahoma
$153K -$46 -1 -0%
SIM
996
Sentry Investment Management
Wisconsin
$153K -$16.6K -363 -10%
CFGS
997
Concourse Financial Group Securities
Alabama
$148K -$77K -1,682 -34%
ST
998
Smithfield Trust
Pennsylvania
$148K
VWM
999
Venturi Wealth Management
Texas
$147K -$78.6K -1,716 -35%
S
1000
Sachetta
Massachusetts
$146K +$148K +3,224 New