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Evolution Petroleum
EPM

Overview Fund Activity

78 hedge funds and large institutions have $118M invested in Evolution Petroleum in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
19
Reduced
33
Closed
10
Calls
$647K
Puts
$160K
Net Calls
+$487K
Net Calls Change
+$335K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.17M
2
EI
2
EAM Investors
California
$1.62M
3
WA
3
Wasatch Advisors
Utah
$10.1M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$3.52M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$772K

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$7.72M
2
Millennium Management
2
Millennium Management
New York
$2.24M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.4M
4
AR
4
Advisory Research
Illinois
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.54M
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$772K 135,902 +135,902 New
E
27
Ergoteles
New York
$755K 132,933 -1,767 -1%
Northern Trust
28
Northern Trust
Illinois
$583K 102,598 +1,007 +1%
State Street
29
State Street
Massachusetts
$581K 102,203 +15,476 +18%
Goldman Sachs
30
Goldman Sachs
New York
$501K 88,205 -74,277 -46%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$501K 88,289 +43,662 +98%
HF
32
HRT Financial
New York
$409K 72,047 -34,012 -32%
AWE
33
Avidian Wealth Enterprises
Texas
$398K 70,000 – –
WHCM
34
Wolf Hill Capital Management
Connecticut
$369K 2,422 +2,422 New
Two Sigma Investments
35
Two Sigma Investments
New York
$353K 62,205 +62,205 New
CCIA
36
Campbell & Co Investment Adviser
Maryland
$337K 59,255 +21,555 +57%
WG
37
Winton Group
United Kingdom
$304K 53,545 -14,810 -22%
Man Group
38
Man Group
United Kingdom
$296K 52,152 +20,620 +65%
CIS
39
Connors Investor Services
Pennsylvania
$289K 50,815 – –
Citadel Advisors
40
Citadel Advisors
Florida
$278K 48,928 +22,739 +87%
American Century Companies
41
American Century Companies
Missouri
$269K 47,326 +3,149 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$268K 47,260 – –
Bank of America
43
Bank of America
North Carolina
$260K 45,830 -26,366 -37%
M&T Bank
44
M&T Bank
New York
$179K 31,575 -9,535 -23%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$167K 29,348 +1,000 +4%
CS
46
Credit Suisse
Switzerland
$153K 26,896 -11,870 -31%
HS
47
HighVista Strategies
Massachusetts
$148K 26,066 +6,266 +32%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$131K 23,000 -2,027 -8%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$124K 22,073 +22,073 New
EI
50
Ethic Inc
New York
$115K 20,330 -2,254 -10%
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