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Evolution Petroleum
EPM

Overview Fund Activity

87 hedge funds and large institutions have $149M invested in Evolution Petroleum in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
28
Reduced
23
Closed
6
Calls
$649K
Puts
$177K
Net Calls
+$472K
Net Calls Change
+$242K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.81M
2
FA
2
Friess Associates
Delaware
$2.48M
3
Invesco
3
Invesco
Georgia
$1.84M
4
WA
4
Wasatch Advisors
Utah
$15.9M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45K
2
AMI
2
Amica Mutual Insurance
Rhode Island
$4.8M
3
NSIM
3
North Star Investment Management
Illinois
$4.79M
4
RJA
4
Raymond James & Associates
Florida
$95K
5
Millennium Management
5
Millennium Management
New York
$2.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
26
Perritt Capital Management
Illinois
$1.43M 210,174 -493 -0.2%
YAM
27
Yacktman Asset Management
Texas
$1.39M 205,000 – –
Morgan Stanley
28
Morgan Stanley
New York
$1.16M 171,043 +27,672 +19%
Citadel Advisors
29
Citadel Advisors
Florida
$1.1M 161,623 +21,736 +16%
AWA
30
Aaron Wealth Advisors
Illinois
$1.03M 6,993 +6,993 New
BCM
31
Bridgeway Capital Management
Texas
$946K 139,300 – –
State Street
32
State Street
Massachusetts
$939K 138,235 +8,332 +6%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$896K 131,902 – –
PPA
34
Parametric Portfolio Associates
Washington
$795K 117,053 -6,746 -5%
Northern Trust
35
Northern Trust
Illinois
$676K 99,465 -5,007 -5%
LSV Asset Management
36
LSV Asset Management
Illinois
$633K 93,192 +58,133 +166%
CCIA
37
Campbell & Co Investment Adviser
Maryland
$626K 92,211 +25,111 +37%
Man Group
38
Man Group
United Kingdom
$599K 88,302 +10,150 +13%
ARMT
39
Amica Retiree Medical Trust
Rhode Island
$590K 86,843 -34,956 -29%
Goldman Sachs
40
Goldman Sachs
New York
$574K 84,490 -1,059 -1%
EGM
41
Engineers Gate Manager
New York
$538K 79,203 +79,203 New
AA
42
Ancora Advisors
Ohio
$518K 76,213 +23,910 +46%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$516K 76,060 – –
American Century Companies
44
American Century Companies
Missouri
$448K 65,972 +16,729 +34%
CIS
45
Connors Investor Services
Pennsylvania
$345K 50,815 – –
CANY
46
Caxton Associates (New York)
New York
$325K 47,868 +47,868 New
CSS
47
Cubist Systematic Strategies
Connecticut
$282K 41,548 +41,548 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$271K 39,984 – –
Jane Street
49
Jane Street
New York
$266K 39,214 +39,214 New
B
50
Bailard
California
$257K 37,800 +37,800 New
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