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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
QL
1051
Quarry LP
New York
$63.4K +$1.19K +26 +2%
TFIPS
1052
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.4K +$64.1K +1,400 New
CT
1053
Caldwell Trust
Florida
$62.9K
HCM
1054
Hollencrest Capital Management
California
$61.9K -$10.8K -236 -15%
WT
1055
Whittier Trust
California
$58.9K -$4.76K -104 -7%
AA
1056
Ancora Advisors
Ohio
$57.7K -$137K -3,000 -70%
FHA
1057
First Horizon Advisors
Tennessee
$57.3K -$18.3K -400 -24%
ANBT
1058
American National Bank & Trust
Texas
$54.4K -$510K -11,130 -90%
CFD
1059
Creative Financial Designs
Indiana
$52.8K +$961 +21 +2%
BWM
1060
Baystate Wealth Management
Massachusetts
$51.8K +$13.9K +304 +36%
VNA
1061
Valley National Advisers
Pennsylvania
$51K +$8.24K +180 +19%
TSWM
1062
Tyler-Stone Wealth Management
Ohio
$50.7K +$549 +12 +1%
TIM
1063
Thompson Investment Management
Wisconsin
$50.7K
JWA
1064
JFS Wealth Advisors
Pennsylvania
$50.3K -$17.8K -389 -26%
MA
1065
Montag & Associates
Georgia
$49.7K -$4.72K -103 -9%
ADL
1066
Asset Dedication LLC
California
$49K
SL
1067
Salomon & Ludwin
Virginia
$48.9K
HDIM
1068
Hanson & Doremus Investment Management
Vermont
$48K
VCM
1069
Versant Capital Management
Arizona
$46.8K +$32.7K +715 +224%
MSFP
1070
Mark Sheptoff Financial Planning
Connecticut
$45.5K +$320 +7 +0.7%
ICM
1071
Islay Capital Management
Texas
$45.3K
OLVIG
1072
Oliver Lagore Vanvalin Investment Group
Michigan
$44.2K -$10.3K -224 -19%
HBW
1073
Hazlett, Burt & Watson
West Virginia
$44K -$7.51K -164 -15%
SNB
1074
Security National Bank
Nebraska
$43.1K +$43.6K +952 New
RG
1075
Retirement Group
California
$41.3K