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Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

0.78% less ownership

Funds ownership: 69.05%68.27% (-0.78%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 8483 (-1)

21% less capital invested

Capital invested by funds: $63.7M → $50.4M (-$13.3M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

98% less call options, than puts

Call options by funds: $8K | Put options by funds: $380K

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$284K -$14.6K -5,467 -4%
JP Morgan Chase
27
JP Morgan Chase
New York
$280K -$39.8K -14,956 -11%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$261K -$91.6K -34,398 -23%
WCM
29
Wedge Capital Management
North Carolina
$246K
Morgan Stanley
30
Morgan Stanley
New York
$237K -$18.8K -7,073 -6%
PCM
31
Perritt Capital Management
Illinois
$223K -$399 -150 -0.2%
ARMT
32
Amica Retiree Medical Trust
Rhode Island
$213K
Goldman Sachs
33
Goldman Sachs
New York
$210K -$118K -44,431 -32%
Deutsche Bank
34
Deutsche Bank
Germany
$194K +$196K +73,513 +565%
SO
35
STRS Ohio
Ohio
$185K
Wells Fargo
36
Wells Fargo
California
$160K -$1.76K -662 -0.9%
Charles Schwab
37
Charles Schwab
California
$149K -$273K -102,407 -61%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$127K
CIS
39
Connors Investor Services
Pennsylvania
$117K +$53.2K +20,000 +62%
GCP
40
GSA Capital Partners
United Kingdom
$109K +$129K +48,622 New
PAM
41
Panagora Asset Management
Massachusetts
$106K -$64.2K -24,136 -34%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$93K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$92K -$16K -6,024 -13%
Simplex Trading
44
Simplex Trading
Illinois
$92K +$40.4K +15,195 +58%
M&T Bank
45
M&T Bank
New York
$84K +$22.2K +8,341 +28%
TRCT
46
Tower Research Capital (TRC)
New York
$77K +$67.5K +25,378 +285%
AllianceBernstein
47
AllianceBernstein
Tennessee
$75K -$3.19K -1,200 -3%
American Century Companies
48
American Century Companies
Missouri
$75K +$15.2K +5,709 +21%
UBS Group
49
UBS Group
Switzerland
$64K -$23.5K -8,845 -24%
KTA
50
Keeley-Teton Advisors
Illinois
$60K