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Evolution Petroleum
EPM

Overview Fund Activity

83 hedge funds and large institutions have $50.4M invested in Evolution Petroleum in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
34
Closed
12
Calls
$8K
Puts
$380K
Net Calls
-$372K
Net Calls Change
-$75K

Top Buyers

1
ZCM
1
Zebra Capital Management
Connecticut
$404K
2
Deutsche Bank
2
Deutsche Bank
Germany
$194K
3
PPA
3
Parametric Portfolio Associates
Washington
$972K
4
GCP
4
GSA Capital Partners
United Kingdom
$109K
5
BCM
5
Bridgeway Capital Management
Texas
$448K

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$149K
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
WG
3
Winton Group
United Kingdom
$306K
4
FP
4
Foundry Partners
Minnesota
$1.19M
5
Invesco
5
Invesco
Georgia
$309K
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$284K 126,722 -5,467 -4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$280K 122,191 -14,956 -11%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$261K 116,327 -34,398 -23%
WCM
29
Wedge Capital Management
North Carolina
$246K 109,642 – –
Morgan Stanley
30
Morgan Stanley
New York
$237K 105,703 -7,073 -6%
PCM
31
Perritt Capital Management
Illinois
$223K 99,500 -150 -0.2%
ARMT
32
Amica Retiree Medical Trust
Rhode Island
$213K 94,941 – –
Goldman Sachs
33
Goldman Sachs
New York
$210K 93,658 -44,431 -32%
Deutsche Bank
34
Deutsche Bank
Germany
$194K 86,529 +73,513 +565%
SO
35
STRS Ohio
Ohio
$185K 82,600 – –
Wells Fargo
36
Wells Fargo
California
$160K 71,238 -662 -0.9%
Charles Schwab
37
Charles Schwab
California
$149K 66,366 -102,407 -61%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$127K 56,836 – –
CIS
39
Connors Investor Services
Pennsylvania
$117K 52,315 +20,000 +62%
GCP
40
GSA Capital Partners
United Kingdom
$109K 48,622 +48,622 New
PAM
41
Panagora Asset Management
Massachusetts
$106K 47,396 -24,136 -34%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$93K 41,661 – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$92K 41,097 -6,024 -13%
Simplex Trading
44
Simplex Trading
Illinois
$92K 41,481 +15,195 +58%
M&T Bank
45
M&T Bank
New York
$84K 37,701 +8,341 +28%
TRCT
46
Tower Research Capital (TRC)
New York
$77K 34,268 +25,378 +285%
AllianceBernstein
47
AllianceBernstein
Tennessee
$75K 33,600 -1,200 -3%
American Century Companies
48
American Century Companies
Missouri
$75K 33,343 +5,709 +21%
UBS Group
49
UBS Group
Switzerland
$64K 28,662 -8,845 -24%
KTA
50
Keeley-Teton Advisors
Illinois
$60K 18,845 – –
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