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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
SFFS
1001
Stonehage Fleming Financial Services
Jersey
$146K +$147K +3,220 New
GIS
1002
Grayhawk Investment Strategies
Alberta, Canada
$145K +$147K +3,202 New
APW
1003
Austin Private Wealth
Texas
$143K +$145K +3,163 New
CFO
1004
CVA Family Office
Colorado
$141K +$143K +3,117 New
LC
1005
Lindbrook Capital
California
$139K +$52.9K +1,156 +60%
NSIM
1006
North Star Investment Management
Illinois
$138K -$778 -17 -0.6%
ACM
1007
Adalta Capital Management
New York
$137K
TCG
1008
Transcendent Capital Group
Oklahoma
$135K +$137K +2,983 New
MPWT
1009
MassMutual Private Wealth & Trust
Connecticut
$134K -$54K -1,179 -29%
PCM
1010
Penserra Capital Management
California
$133K -$28.5K -622 -17%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$132K +$1.33K +29 +1%
AIM
1012
Anchor Investment Management
South Carolina
$130K +$50.5K +1,103 +63%
HI
1013
Hoey Investments
Pennsylvania
$129K -$28.2K -615 -18%
WTC
1014
WhitTier Trust Company
Nevada
$128K
FMII
1015
Farmers & Merchants Investments Inc
Nebraska
$126K
ATC
1016
Adirondack Trust Company
New York
$121K -$114K -2,492 -47%
BLC
1017
Brown, Lisle/Cummings
Rhode Island
$120K
C
1018
Covestor
United Kingdom
$119K -$24.4K -533 -17%
HNB
1019
Huntington National Bank
Ohio
$118K +$40K +874 +51%
HFM
1020
Hartford Financial Management
Connecticut
$115K +$641 +14 +0.6%
FIA
1021
FNY Investment Advisers
New York
$113K +$114K +2,500 New
WB
1022
Webster Bank
Connecticut
$111K +$18.4K +402 +20%
CWC
1023
Carolinas Wealth Consulting
North Carolina
$110K +$53K +1,158 +91%
EC
1024
EntryPoint Capital
New York
$106K +$107K +2,335 New
BWL
1025
Bogart Wealth LLC
Virginia
$95.1K -$24.3K -530 -20%