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Evolution Petroleum

75 hedge funds and large institutions have $107M invested in Evolution Petroleum in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $509K | Put options by funds: $279K

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

1.06% more ownership

Funds ownership: 62.04%63.1% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 7875 (-3)

10% less capital invested

Capital invested by funds: $118M → $107M (-$11.3M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
30
Reduced
20
Closed
12
Calls
$509K
Puts
$279K
Net Calls
+$230K
Net Calls Change
-$257K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$706K +$504K +90,959 +186%
BCM
27
Bridgeway Capital Management
Texas
$703K
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$666K -$22.2K -4,000 -3%
Two Sigma Investments
29
Two Sigma Investments
New York
$662K +$381K +68,802 +111%
State Street
30
State Street
Massachusetts
$656K +$154K +27,700 +27%
PPA
31
Parametric Portfolio Associates
Washington
$625K -$377K -67,975 -35%
ARMT
32
Amica Retiree Medical Trust
Rhode Island
$615K -$197K -35,612 -23%
Northern Trust
33
Northern Trust
Illinois
$528K +$10.4K +1,874 +2%
RJA
34
Raymond James & Associates
Florida
$475K +$445K +80,262 +580%
Goldman Sachs
35
Goldman Sachs
New York
$432K -$14.7K -2,656 -3%
Man Group
36
Man Group
United Kingdom
$395K +$144K +26,000 +50%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$384K +$160K +28,800 +61%
AWE
38
Avidian Wealth Enterprises
Texas
$354K
CCIA
39
Campbell & Co Investment Adviser
Maryland
$339K +$43.5K +7,845 +13%
AA
40
Ancora Advisors
Ohio
$264K +$290K +52,303 New
CIS
41
Connors Investor Services
Pennsylvania
$257K
American Century Companies
42
American Century Companies
Missouri
$249K +$10.6K +1,917 +4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$202K +$58.9K +10,636 +36%
LSV Asset Management
44
LSV Asset Management
Illinois
$177K +$86.2K +15,559 +80%
Marshall Wace
45
Marshall Wace
United Kingdom
$164K +$180K +32,414 New
Barclays
46
Barclays
United Kingdom
$136K +$128K +23,106 +610%
OQS
47
Occudo Quantitative Strategies
Florida
$111K +$32.1K +5,793 +36%
JF
48
Jump Financial
Illinois
$110K +$60.6K +10,926 +100%
VF
49
Virtu Financial
New York
$109K +$120K +21,620 New
NA
50
NewEdge Advisors
Louisiana
$101K +$110K +19,925 New