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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
17.94%
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
AA
1351
Aire Advisors
California
-$212K -4,442 Closed
CIG
1352
Cascade Investment Group
Colorado
-$209K -4,379 Closed
ABLA
1353
Alan B. Lancz & Associates
Ohio
-$208K -4,371 Closed
AC
1354
ASB Consultores
Florida
-$206K -4,320 Closed
MFG
1355
MidWestOne Financial Group
Iowa
-$205K -4,301 Closed
SSG
1356
Summit Securities Group
New York
-$205K -4,300 Closed
TYCC
1357
Texas Yale Capital Corp
Florida
-$205K -4,297 Closed
RT
1358
Rockland Trust
Massachusetts
-$205K -4,290 Closed
CWMGP
1359
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$204K -4,284 Closed
GFP
1360
Gryphon Financial Partners
Ohio
-$203K -4,262 Closed
SMA
1361
Sage Mountain Advisors
Georgia
-$201K -4,206 Closed
EA
1362
Ellsworth Advisors
Ohio
-$205K -4,153 Closed
MLM
1363
Mount Lucas Management
Pennsylvania
-$197K -4,126 Closed
CCP
1364
Carmel Capital Partners
California
-$159K -3,323 Closed
SGA
1365
Seaport Global Advisors
Massachusetts
-$145K -3,046 Closed
SCA
1366
Stonebridge Capital Advisors
Minnesota
-$115K -2,416 Closed
WWP
1367
WR Wealth Planners
Missouri
-$99.4K -2,084 Closed
AS
1368
Altshuler Shaham
Israel
-$52.2K -1,095 Closed
VC
1369
Vestor Capital
Illinois
-$41K -855 Closed
PPC
1370
Park Place Capital
Alabama
-$39.5K -829 Closed
AA
1371
AlphaCentric Advisors
Puerto Rico
-$33.2K -697 Closed
WPWM
1372
Western Pacific Wealth Management
Illinois
-$33.2K -697 Closed
HT
1373
Headlands Technologies
Illinois
-$29K -609 Closed
CAL
1374
Capital Analysts LLC
Pennsylvania
-$23K -481 Closed
EARNEST Partners
1375
EARNEST Partners
Georgia
-$22.4K -469 Closed