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Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $64.6M invested in Evolution Petroleum in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
30
Closed
12
Calls
$10K
Puts
$301K
Net Calls
-$291K
Net Calls Change
+$81K

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$921K
2
AMI
2
Amica Mutual Insurance
Rhode Island
$2.2M
3
YAM
3
Yacktman Asset Management
Texas
$470K
4
WA
4
WealthTrust Axiom
Pennsylvania
$3.21M
5
NSIM
5
North Star Investment Management
Illinois
$2.55M

Top Sellers

1
AR
1
Advisory Research
Illinois
$3.84M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$849K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.34M
4
PPA
4
Parametric Portfolio Associates
Washington
$950K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$181K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$360K -$1.33K -468 -0.4%
ARMT
27
Amica Retiree Medical Trust
Rhode Island
$347K +$76.4K +26,785 +28%
Morgan Stanley
28
Morgan Stanley
New York
$321K +$20.1K +7,068 +7%
PCM
29
Perritt Capital Management
Illinois
$275K -$8.55K -3,000 -3%
Goldman Sachs
30
Goldman Sachs
New York
$261K -$5.53K -1,942 -2%
WCM
31
Wedge Capital Management
North Carolina
$254K -$58.3K -20,477 -19%
ACA
32
Aptus Capital Advisors
Alabama
$240K +$240K +84,343 New
Wells Fargo
33
Wells Fargo
California
$223K +$19.7K +6,910 +10%
WG
34
Winton Group
United Kingdom
$222K -$167K -58,786 -43%
Charles Schwab
35
Charles Schwab
California
$214K +$24.4K +8,532 +13%
AWE
36
Avidian Wealth Enterprises
Texas
$200K +$200K +70,000 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$195K -$137K -48,000 -41%
Invesco
38
Invesco
Georgia
$184K -$207K -72,975 -53%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$181K -$223K -78,200 -55%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$162K – – –
CIS
41
Connors Investor Services
Pennsylvania
$153K +$4.27K +1,500 +3%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$135K +$18.3K +6,434 +16%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$119K – – –
Millennium Management
44
Millennium Management
New York
$118K +$118K +41,238 New
UBS Group
45
UBS Group
Switzerland
$111K +$29.1K +10,191 +36%
M&T Bank
46
M&T Bank
New York
$107K -$85 -30 -0.1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$96K – – –
American Century Companies
48
American Century Companies
Missouri
$85K -$10K -3,515 -11%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$72K +$6.26K +2,191 +10%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$71K +$18.1K +6,384 +34%
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