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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
PMFA
1201
Plante Moran Financial Advisors
Michigan
$1.99K
DJSG
1202
D.J. St. Germain
Massachusetts
$1.86K
GA
1203
GoalVest Advisory
New York
$1.85K
BC
1204
Barrett & Company
Rhode Island
$1.81K
RCM
1205
Raleigh Capital Management
North Carolina
$1.81K +$1.83K +40 New
HWA
1206
HHM Wealth Advisors
Tennessee
$1.72K
EBA
1207
Eagle Bay Advisors
New York
$1.68K
ETC
1208
Exchange Traded Concepts
Oklahoma
$1.63K +$275 +6 +20%
RFG
1209
RFP Financial Group
Georgia
$1.36K -$9.02K -197 -87%
OSNBOA
1210
Old Second National Bank of Aurora
Illinois
$1.18K
PA
1211
Pineridge Advisors
Missouri
$1.13K +$1.15K +25 New
TWP
1212
TFO Wealth Partners
Ohio
$1.09K
WIM
1213
Westside Investment Management
California
$1.09K
UFF
1214
USA Financial Formulas
Michigan
$951 -$733 -16 -43%
TIM
1215
Tortoise Investment Management
New York
$951
RL
1216
Rogco LP
Oklahoma
$906
MSG
1217
Main Street Group
Virginia
$832 +$824 +18 New
AA
1218
Addison Advisors
Vermont
$771
GEA
1219
Glen Eagle Advisors
New Jersey
$770 -$320 -7 -29%
RWPA
1220
Richard W. Paul & Associates
Michigan
$725 -$46 -1 -6%
PIM
1221
Plato Investment Management
Australia
$634 +$641 +14 New
FSWA
1222
Financial Synergies Wealth Advisors
Texas
$616
WCM
1223
Winthrop Capital Management
Indiana
$589 +$595 +13 New
TWD
1224
True Wealth Design
Ohio
$544
FFA
1225
Frazier Financial Advisors
Ohio
$453 +$458 +10 New