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Evolution Petroleum
EPM

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.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $649K | Put options by funds: $177K

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $107M → $149M (+$41.6M)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

16% more funds holding

Funds holding: 75 → 87 (+12)

1.52% more ownership

Funds ownership: 63.1% → 64.62% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+12
Holders Change %
+16%
% 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
18
Increased
28
Reduced
23
Closed
6
Calls
$649K
Puts
$177K
Net Calls
+$472K
Net Calls Change
+$242K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.37M
2
FA
Friess Associates
Delaware
+$2.35M
3
Invesco
Invesco
Georgia
+$1.74M
4
WA
Wasatch Advisors
Utah
+$1.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.87M
2
AMI
Amica Mutual Insurance
Rhode Island
-$2.12M
3
NSIM
North Star Investment Management
Illinois
-$1.81M
4
RJA
Raymond James & Associates
Florida
-$515K
5
Millennium Management
Millennium Management
New York
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Perritt Capital Management
Illinois
$1.43M -$3.17K -493 -0.2%
YAM
27
Yacktman Asset Management
Texas
$1.39M – – –
Morgan Stanley
28
Morgan Stanley
New York
$1.16M +$178K +27,672 +19%
Citadel Advisors
29
Citadel Advisors
Florida
$1.1M +$140K +21,736 +16%
AWA
30
Aaron Wealth Advisors
Illinois
$1.03M +$45K +6,993 New
BCM
31
Bridgeway Capital Management
Texas
$946K – – –
State Street
32
State Street
Massachusetts
$939K +$53.6K +8,332 +6%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$896K – – –
PPA
34
Parametric Portfolio Associates
Washington
$795K -$43.4K -6,746 -5%
Northern Trust
35
Northern Trust
Illinois
$676K -$32.2K -5,007 -5%
LSV Asset Management
36
LSV Asset Management
Illinois
$633K +$374K +58,133 +166%
CCIA
37
Campbell & Co Investment Adviser
Maryland
$626K +$161K +25,111 +37%
Man Group
38
Man Group
United Kingdom
$599K +$65.3K +10,150 +13%
ARMT
39
Amica Retiree Medical Trust
Rhode Island
$590K -$225K -34,956 -29%
Goldman Sachs
40
Goldman Sachs
New York
$574K -$6.81K -1,059 -1%
EGM
41
Engineers Gate Manager
New York
$538K +$509K +79,203 New
AA
42
Ancora Advisors
Ohio
$518K +$154K +23,910 +46%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$516K – – –
American Century Companies
44
American Century Companies
Missouri
$448K +$108K +16,729 +34%
CIS
45
Connors Investor Services
Pennsylvania
$345K – – –
CANY
46
Caxton Associates (New York)
New York
$325K +$308K +47,868 New
CSS
47
Cubist Systematic Strategies
Connecticut
$282K +$267K +41,548 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$271K – – –
Jane Street
49
Jane Street
New York
$266K +$252K +39,214 New
B
50
Bailard
California
$257K +$243K +37,800 New
1
2
3 4

EPM Hedge Fund Activity: Q1 2022 in Review

87 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Evolution Petroleum (EPM) for Q1 2022, worth a combined $149M — up 39% from $107M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EPM positions and 6 closed out — a net gain of 12 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $2.37M. The largest seller was Fidelity Investments, cutting an estimated $5.87M.

  • 87 institutional investors held Evolution Petroleum (EPM) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $149M of Evolution Petroleum stock for Q1 2022, up 39% quarter-over-quarter.
  • 18 funds opened new Evolution Petroleum positions in Q1 2022 and 6 closed out, a net change of +12 holders.
  • The largest Evolution Petroleum buyer in Q1 2022 was Acadian Asset Management, an estimated $2.37M added.
  • The largest Evolution Petroleum seller in Q1 2022 was Fidelity Investments, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2022.