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Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $431K

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more funds holding

Funds holding: 96102 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $143M → $143M (-$26.5K)

2.11% less ownership

Funds ownership: 61.22%59.11% (-2.1%)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.64%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.15M -$92.7K -12,332 -7%
BCM
27
Bridgeway Capital Management
Texas
$1.01M
State Street
28
State Street
Massachusetts
$996K -$3.76K -500 -0.4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$813K +$809K +107,648 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$803K -$662K -88,047 -45%
Citadel Advisors
31
Citadel Advisors
Florida
$798K +$517K +68,812 +187%
Northern Trust
32
Northern Trust
Illinois
$771K -$2.89K -385 -0.4%
YAM
33
Yacktman Asset Management
Texas
$755K -$526K -70,000 -41%
LSV Asset Management
34
LSV Asset Management
Illinois
$735K +$81.9K +10,900 +13%
LPL Financial
35
LPL Financial
California
$707K +$3.39K +451 +0.5%
Citigroup
36
Citigroup
New York
$692K +$689K +91,693 New
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$574K -$9.78K -1,301 -2%
RFA
38
Register Financial Advisors
Georgia
$535K +$533K +70,882 New
Marshall Wace
39
Marshall Wace
United Kingdom
$482K -$596K -79,220 -55%
Millennium Management
40
Millennium Management
New York
$451K -$2.27M -302,084 -83%
AA
41
Ancora Advisors
Ohio
$395K
NA
42
Navellier & Associates
Nevada
$360K +$11.4K +1,523 +3%
Invesco
43
Invesco
Georgia
$354K -$1.78K -237 -0.5%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$327K +$10.5K +1,400 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$319K -$42.1K -5,600 -12%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$286K +$178K +23,653 +167%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$274K +$1.04K +138 +0.4%
CIS
48
Connors Investor Services
Pennsylvania
$255K
BFM
49
Boothbay Fund Management
New York
$247K +$246K +32,681 New
JF
50
Jump Financial
Illinois
$242K +$8.07K +1,073 +3%