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Evolution Petroleum
EPM

Overview Fund Activity

102 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
43
Closed
11
Calls
$1.54M
Puts
$431K
Net Calls
+$1.11M
Net Calls Change
+$202K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.82M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.07M
3
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$2.41M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$5.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$813K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$13M
2
Millennium Management
2
Millennium Management
New York
$451K
3
BlackRock
3
BlackRock
New York
$8.72M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$3.02M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.15M 152,275 -12,332 -7%
BCM
27
Bridgeway Capital Management
Texas
$1.01M 134,217 – –
State Street
28
State Street
Massachusetts
$996K 131,935 -500 -0.4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$813K 107,648 +107,648 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$803K 106,349 -88,047 -45%
Citadel Advisors
31
Citadel Advisors
Florida
$798K 105,694 +68,812 +187%
Northern Trust
32
Northern Trust
Illinois
$771K 102,178 -385 -0.4%
YAM
33
Yacktman Asset Management
Texas
$755K 100,000 -70,000 -41%
LSV Asset Management
34
LSV Asset Management
Illinois
$735K 97,400 +10,900 +13%
LPL Financial
35
LPL Financial
California
$707K 93,678 +451 +0.5%
Citigroup
36
Citigroup
New York
$692K 91,693 +91,693 New
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$574K 76,000 -1,301 -2%
RFA
38
Register Financial Advisors
Georgia
$535K 70,882 +70,882 New
Marshall Wace
39
Marshall Wace
United Kingdom
$482K 63,879 -79,220 -55%
Millennium Management
40
Millennium Management
New York
$451K 59,752 -302,084 -83%
AA
41
Ancora Advisors
Ohio
$395K 52,303 – –
NA
42
Navellier & Associates
Nevada
$360K 47,734 +1,523 +3%
Invesco
43
Invesco
Georgia
$354K 46,903 -237 -0.5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$327K 43,269 +1,400 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$319K 42,249 -5,600 -12%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$286K 37,835 +23,653 +167%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$274K 36,262 +138 +0.4%
CIS
48
Connors Investor Services
Pennsylvania
$255K 33,800 – –
BFM
49
Boothbay Fund Management
New York
$247K 32,681 +32,681 New
JF
50
Jump Financial
Illinois
$242K 32,073 +1,073 +3%
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