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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
SAM
1076
S.A. Mason
Michigan
$41K
RFG
1077
REAP Financial Group
Texas
$40.5K +$41K +895 New
PWMG
1078
Private Wealth Management Group
New Jersey
$39.9K +$40.3K +881 New
DAM
1079
Delta Asset Management
Tennessee
$39.7K -$92 -2 -0.2%
NMM
1080
Naples Money Management
Florida
$39.6K +$40.1K +875 New
GBT
1081
Grove Bank & Trust
Florida
$39.5K
PWA
1082
Provenance Wealth Advisors
Florida
$39.2K +$39.6K +866 New
PMEF
1083
Point72 Middle East FZE
United Arab Emirates
$36.2K -$6.56M -143,275 -99%
PP
1084
PFS Partners
New Jersey
$36.2K +$36.6K +800 New
GWS
1085
Glassman Wealth Services
Virginia
$35.5K +$2.38K +52 +7%
CAS
1086
Coppell Advisory Solutions
Texas
$35.4K +$25.3K +552 +241%
AFWM
1087
Abich Financial Wealth Management
Virginia
$34.3K +$34.7K +757 New
LJHT
1088
Laurie J. Hall Trustee
$34K
Jones Financial Companies
1089
Jones Financial Companies
Missouri
$33.1K +$17.1K +374 +105%
RA
1090
Rise Advisors
New York
$32.5K +$30.6K +669 +1,365%
PFPT
1091
Pinnacle Financial Partners (Tennessee)
Tennessee
$32.3K -$194K -4,235 -86%
DMBA
1092
Deseret Mutual Benefit Administrators
Utah
$31.9K +$3.3K +72 +11%
WBC
1093
West Branch Capital
Massachusetts
$31.8K
PA
1094
PSI Advisors
Florida
$31.7K
SWS
1095
SYSTM Wealth Solutions
Illinois
$31.7K -$437K -9,537 -93%
SIS
1096
Sound Income Strategies
Florida
$30.6K +$11.7K +255 +61%
AF
1097
Advisornet Financial
Minnesota
$30.5K -$13.8K -302 -31%
CQS
1098
Credential Qtrade Securities
$29.6K +$9.29K +203 +45%
SIC
1099
Salem Investment Counselors
North Carolina
$28.7K
MCM
1100
Manchester Capital Management
Vermont
$27.7K +$28K +611 New