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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
EP
1326
Edgestream Partners
New Jersey
-$270K -5,657 Closed
WA
1327
Wambolt & Associates
Colorado
-$254K -5,574 Closed
WCM
1328
Washburn Capital Management
Florida
-$265K -5,550 Closed
MPPW
1329
Mitchell & Pahl Private Wealth
Oklahoma
-$264K -5,527 Closed
ZIM
1330
Zacks Investment Management
Illinois
-$263K -5,520 Closed
DC
1331
Diametric Capital
Massachusetts
-$255K -5,336 Closed
VHAM
1332
Van Hulzen Asset Management
California
-$253K -5,301 Closed
IP
1333
Ignite Planners
California
-$225K -5,255 Closed
STA
1334
Summit Trail Advisors
New York
-$247K -5,186 Closed
TCA
1335
Transcend Capital Advisors
New Jersey
-$247K -5,181 Closed
AWA
1336
Arkadios Wealth Advisors
Georgia
-$245K -5,139 Closed
AIA
1337
Armor Investment Advisors
North Carolina
-$245K -5,135 Closed
CC
1338
Corton Capital
Ontario, Canada
-$234K -4,909 Closed
CGL
1339
Clarius Group LLC
Washington
-$232K -4,869 Closed
CIA
1340
Choate Investment Advisors
Massachusetts
-$230K -4,817 Closed
DWA
1341
Douglass Winthrop Advisors
New York
-$227K -4,750 Closed
CG
1342
Corundum Group
Colorado
-$225K -4,715 Closed
LA
1343
Legacy Advisors
Pennsylvania
-$222K -4,649 Closed
QCIG
1344
Quad-Cities Investment Group
Iowa
-$222K -4,649 Closed
MWA
1345
Monograph Wealth Advisors
California
-$221K -4,640 Closed
PWM
1346
Peterson Wealth Management
Nevada
-$221K -4,625 Closed
CAM
1347
Cypress Asset Management
Texas
-$218K -4,575 Closed
VCA
1348
Verdence Capital Advisors
Maryland
-$217K -4,550 Closed
JWM
1349
Jeppson Wealth Management
California
-$216K -4,538 Closed
GAA
1350
Global Assets Advisory
Florida
-$216K -4,521 Closed