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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
TCM
1151
TD Capital Management
Tennessee
$9.12K
CAM
1152
Chesapeake Asset Management
New York
$9.06K -$6.87K -150 -43%
HWA
1153
Heritage Wealth Advisors
Virginia
$9.06K
IRC
1154
Investors Research Corp
Georgia
$9.06K
GFPC
1155
Global Financial Private Client
Florida
$9.06K +$9.16K +200 New
RIM
1156
Rockbridge Investment Management
New York
$9.06K +$9.16K +200 New
BC
1157
Bartlett & Co
Ohio
$9K
BG
1158
Bollard Group
Massachusetts
$9K +$137 +3 +2%
MTIC
1159
Missouri Trust & Investment Company
Missouri
$8.7K
WWM
1160
Wolff Wiese Magana
California
$8.65K -$3.52K -77 -29%
JFA
1161
JNBA Financial Advisors
Minnesota
$8.57K -$3.3K -72 -28%
CAL
1162
Capital Advisors Ltd
Ohio
$8K +$7.65K +167 +879%
AFG
1163
Albion Financial Group
Utah
$7.75K
BIA
1164
Bell Investment Advisors
California
$7.7K -$1.19K -26 -13%
M
1165
MOTCO
Texas
$7.47K
DIP
1166
DT Investment Partners
Pennsylvania
$7.28K
BAM
1167
Byrne Asset Management
New Jersey
$7.24K +$458 +10 +7%
TCWA
1168
Turtle Creek Wealth Advisors
Texas
$7.04K +$7.1K +155 New
OA
1169
Operose Advisors
Wisconsin
$6.93K
AFIA
1170
America First Investment Advisors
Nebraska
$6.84K
BWP
1171
Baldwin Wealth Partners
Massachusetts
$6.79K
AEPWM
1172
Atlantic Edge Private Wealth Management
Florida
$6.79K +$6.87K +150 New
FWM
1173
Focused Wealth Management
New York
$5.96K +$46 +1 +0.8%
FIM
1174
FWL Investment Management
Texas
$5.48K
FCAS
1175
First Command Advisory Services
Texas
$5.39K