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Evolution Petroleum
EPM

Overview Fund Activity

96 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
29
Reduced
27
Closed
11
Calls
$1.66M
Puts
$756K
Net Calls
+$904K
Net Calls Change
+$425K

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$6.17M
2
EI
2
EAM Investors
California
$2.4M
3
EGI
3
EAM Global Investors
California
$1.36M
4
Millennium Management
4
Millennium Management
New York
$2.52M
5
PMAM
5
Penn Mutual Asset Management
Pennsylvania
$997K

Top Sellers

1
BlackRock
1
BlackRock
New York
$9.95M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.9M
4
WA
4
Wasatch Advisors
Utah
$14.3M
5
Invesco
5
Invesco
Georgia
$328K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.15M -$652K -93,710 -36%
American Century Companies
27
American Century Companies
Missouri
$1.07M +$316K +45,487 +42%
PMAM
28
Penn Mutual Asset Management
Pennsylvania
$997K +$997K +143,268 New
Marshall Wace
29
Marshall Wace
United Kingdom
$996K -$48.1K -6,909 -5%
BCM
30
Bridgeway Capital Management
Texas
$934K +$139K +19,917 +17%
State Street
31
State Street
Massachusetts
$922K -$40.4K -5,800 -4%
Northern Trust
32
Northern Trust
Illinois
$714K +$22.3K +3,199 +3%
LPL Financial
33
LPL Financial
California
$649K +$571K +81,977 +729%
LSV Asset Management
34
LSV Asset Management
Illinois
$602K -$388K -55,800 -39%
First Trust Advisors
35
First Trust Advisors
Illinois
$562K +$562K +80,762 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$538K +$369K +53,028 +218%
SCP
37
Silverleafe Capital Partners
Tennessee
$484K +$484K +69,500 New
AA
38
Ancora Advisors
Ohio
$364K -$388K -55,700 -52%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$333K -$196K -28,211 -37%
Invesco
40
Invesco
Georgia
$328K -$1.55M -222,585 -83%
NA
41
Navellier & Associates
Nevada
$322K +$322K +46,211 New
Man Group
42
Man Group
United Kingdom
$317K +$317K +45,525 New
CCIA
43
Campbell & Co Investment Adviser
Maryland
$312K -$199K -28,690 -39%
Goldman Sachs
44
Goldman Sachs
New York
$301K -$285K -41,044 -49%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$291K +$18.3K +2,630 +7%
OQS
46
Occudo Quantitative Strategies
Florida
$268K +$141K +20,232 +111%
AG
47
Algert Global
California
$259K +$68.7K +9,881 +36%
Citadel Advisors
48
Citadel Advisors
Florida
$257K -$646K -92,765 -72%
LP
49
LMR Partners
United Kingdom
$257K – – –
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$251K +$38.1K +5,486 +18%
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