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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
LP
1376
LMR Partners
United Kingdom
-$17K -357 Closed
CB
1377
CNB Bank
Pennsylvania
-$16.2K -340 Closed
RTC
1378
Riverview Trust Company
Washington
-$14.9K -312 Closed
PMAM
1379
Picton Mahoney Asset Management
Ontario, Canada
-$12K -240 Closed
PP
1380
PrairieView Partners
Minnesota
-$10K -221 Closed
SWA
1381
SOA Wealth Advisors
New York
-$10.4K -218 Closed
NSG
1382
Nalls Sherbakoff Group
Tennessee
-$9.54K -200 Closed
PB
1383
Pinnacle Bancorp
Nebraska
-$9.11K -191 Closed
HWP
1384
Hibernia Wealth Partners
Louisiana
-$5.49K -115 Closed
SWM
1385
Sanctuary Wealth Management
Idaho
-$4.77K -100 Closed
SIA
1386
SkyView Investment Advisors
New Jersey
-$4K -78 Closed
FAM
1387
Flaharty Asset Management
Florida
-$3.52K -74 Closed
ICA
1388
Infrastructure Capital Advisors
New York
-$612K -72 Closed
Legacy Financial Group (Iowa)
1389
Legacy Financial Group (Iowa)
Iowa
-$3.39K -71 Closed
CWA
1390
Carolina Wealth Advisors
South Carolina
-$3.34K -70 Closed
SIM
1391
Studio Investment Management
Illinois
-$2.96K -62 Closed
NC
1392
NewSquare Capital
Pennsylvania
-$1.48K -31 Closed
PCTC
1393
Perkins Coie Trust Company
Washington
-$1K -21 Closed