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Evolution Petroleum
EPM

Overview Fund Activity

84 hedge funds and large institutions have $63.7M invested in Evolution Petroleum in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-10
Holders Change %
-10.64%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
28
Reduced
31
Closed
14
Calls
$1K
Puts
$298K
Net Calls
-$297K
Net Calls Change
-$349K

Top Buyers

1
NSIM
1
North Star Investment Management
Illinois
$2.1M
2
BlackRock
2
BlackRock
New York
$10.2M
3
WG
3
Winton Group
United Kingdom
$578K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$384K

Top Sellers

1
KTA
1
Keeley-Teton Advisors
Illinois
$60K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$315K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$370K
5
PPA
5
Parametric Portfolio Associates
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Man Group
26
Man Group
United Kingdom
$421K 150,299 -9,638 -6%
Goldman Sachs
27
Goldman Sachs
New York
$387K 138,089 -13,790 -9%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$384K 137,147 +41,507 +43%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$370K 132,189 -171,790 -57%
Morgan Stanley
30
Morgan Stanley
New York
$315K 112,776 -200,989 -64%
WCM
31
Wedge Capital Management
North Carolina
$307K 109,642 -40,862 -27%
PCM
32
Perritt Capital Management
Illinois
$279K 99,650 – –
ARMT
33
Amica Retiree Medical Trust
Rhode Island
$266K 94,941 – –
SO
34
STRS Ohio
Ohio
$231K 82,600 +6,800 +9%
Wells Fargo
35
Wells Fargo
California
$202K 71,900 +16,355 +29%
PAM
36
Panagora Asset Management
Massachusetts
$200K 71,532 +374 +0.5%
AWE
37
Avidian Wealth Enterprises
Texas
$196K 69,958 – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$159K 56,836 – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$132K 47,121 +11,245 +31%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$117K 41,661 – –
UBS Group
41
UBS Group
Switzerland
$105K 37,507 -7,338 -16%
AllianceBernstein
42
AllianceBernstein
Tennessee
$97K 34,800 – –
CIS
43
Connors Investor Services
Pennsylvania
$90K 32,315 – –
M&T Bank
44
M&T Bank
New York
$82K 29,360 +1,984 +7%
American Century Companies
45
American Century Companies
Missouri
$77K 27,634 +17,430 +171%
Simplex Trading
46
Simplex Trading
Illinois
$73K 26,286 +22,682 +629%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$67K 23,867 -76 -0.3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$64K 23,000 -90 -0.4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$63K 22,500 – –
KTA
50
Keeley-Teton Advisors
Illinois
$60K 18,845 -628,621 -97%
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