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Evolution Petroleum

80 hedge funds and large institutions have $116M invested in Evolution Petroleum in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $874K | Put options by funds: $395K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 64.62%62.82% (-1.8%)

8% less funds holding

Funds holding: 8780 (-7)

22% less capital invested

Capital invested by funds: $149M → $116M (-$32.7M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

46% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 39

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
39
Closed
12
Calls
$874K
Puts
$395K
Net Calls
+$479K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$818K -$581K -86,305 -37%
EI
27
EAM Investors
California
$794K -$624K -92,718 -39%
LSV Asset Management
28
LSV Asset Management
Illinois
$777K +$330K +49,108 +53%
State Street
29
State Street
Massachusetts
$755K
Citadel Advisors
30
Citadel Advisors
Florida
$708K -$215K -31,976 -20%
Two Sigma Investments
31
Two Sigma Investments
New York
$633K -$888K -132,022 -53%
BCM
32
Bridgeway Capital Management
Texas
$624K -$168K -25,000 -18%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$620K -$124K -18,400 -14%
American Century Companies
34
American Century Companies
Missouri
$594K +$288K +42,774 +65%
AA
35
Ancora Advisors
Ohio
$589K +$214K +31,790 +42%
Northern Trust
36
Northern Trust
Illinois
$542K -$680 -101 -0.1%
Goldman Sachs
37
Goldman Sachs
New York
$460K -$1.02K -152 -0.2%
ARMT
38
Amica Retiree Medical Trust
Rhode Island
$419K -$67.6K -10,053 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$415K
CCIA
40
Campbell & Co Investment Adviser
Maryland
$402K -$125K -18,629 -20%
Man Group
41
Man Group
United Kingdom
$333K -$594K -88,302 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$309K +$280K +41,622 +279%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$280K +$139K +20,658 +68%
CIS
44
Connors Investor Services
Pennsylvania
$277K
RJFSA
45
Raymond James Financial Services Advisors
Florida
$214K -$5.01K -745 -2%
LP
46
LMR Partners
United Kingdom
$201K +$248K +36,886 New
CANY
47
Caxton Associates (New York)
New York
$196K -$80.1K -11,911 -25%
CSS
48
Cubist Systematic Strategies
Connecticut
$194K -$40.9K -6,079 -15%
RJA
49
Raymond James & Associates
Florida
$171K +$116K +17,306 +124%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$167K +$206K +30,638 New