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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
SN
1126
Sittner & Nelson
Oregon
$14.9K
WAS
1127
Winch Advisory Services
Wisconsin
$14.8K +$2.75K +60 +22%
FRA
1128
Front Row Advisors
California
$14.7K
BHWM
1129
Beaird Harris Wealth Management
Texas
$14.3K
FMP
1130
Financial Management Professionals
Texas
$14K +$4.17K +91 +42%
GIA
1131
GHP Investment Advisors
Colorado
$14K +$229 +5 +2%
BGAI
1132
Bruce G. Allen Investments
Colorado
$13.8K +$14K +305 New
PCMC
1133
Planning Capital Management Corporation
Pennsylvania
$13.6K +$13.7K +300 New
EC
1134
EdgeRock Capital
Colorado
$13.5K +$14.9K +326 New
PWMG
1135
Prestige Wealth Management Group
New Jersey
$13.1K +$320 +7 +2%
TVAMP
1136
Tennessee Valley Asset Management Partners
Tennessee
$13.1K +$13.2K +289 New
DGAM
1137
Desjardins Global Asset Management
Quebec, Canada
$12.8K +$229 +5 +2%
PIS
1138
POM Investment Strategies
North Carolina
$12.7K +$12.8K +279 New
IPW
1139
Impact Partnership Wealth
Georgia
$12.5K -$7.1K -155 -36%
CIA
1140
Cape Investment Advisory
Georgia
$12.4K +$824 +18 +7%
LWA
1141
Lowe Wealth Advisors
Maryland
$11.7K
CAC
1142
Core Alternative Capital
Georgia
$11.5K
GWSG
1143
GPS Wealth Strategies Group
Colorado
$11.1K
IFAM
1144
Institutional & Family Asset Management
Colorado
$10.8K +$46 +1 +0.4%
LFA
1145
Livelsberger Financial Advisory
Ohio
$10.7K +$10.8K +236 New
ATC
1146
Advantage Trust Company
Kansas
$10.2K +$10.3K +225 New
LFA
1147
LGT Financial Advisors
Texas
$10.1K
SC
1148
SouthState Corp
Florida
$9.97K
PPWM
1149
PFG Private Wealth Management
Florida
$9.69K +$9.8K +214 New
BCWM
1150
Bartlett & Co Wealth Management
Ohio
$9.35K