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Evolution Petroleum
EPM

Overview Fund Activity

100 hedge funds and large institutions have $117M invested in Evolution Petroleum in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
27
Closed
16
Calls
$981K
Puts
$1.24M
Net Calls
-$263K
Net Calls Change
-$1.37M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.74M
3
Jane Street
3
Jane Street
New York
$1.22M
4
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$2.86M
5
Ameriprise
5
Ameriprise
Minnesota
$922K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.91M
3
EI
3
EAM Investors
California
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$515K
5
EGI
5
EAM Global Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.22M 192,654 +168,752 +706%
Morgan Stanley
27
Morgan Stanley
New York
$1.15M 181,856 +29,581 +19%
Ameriprise
28
Ameriprise
Minnesota
$922K 146,191 +120,059 +459%
State Street
29
State Street
Massachusetts
$889K 140,835 +8,900 +7%
BCM
30
Bridgeway Capital Management
Texas
$847K 134,217 – –
Citigroup
31
Citigroup
New York
$743K 117,776 +26,083 +28%
Northern Trust
32
Northern Trust
Illinois
$657K 104,104 +1,926 +2%
RFA
33
Register Financial Advisors
Georgia
$617K 97,776 +26,894 +38%
LSV Asset Management
34
LSV Asset Management
Illinois
$589K 93,400 -4,000 -4%
LPL Financial
35
LPL Financial
California
$579K 91,696 -1,982 -2%
Goldman Sachs
36
Goldman Sachs
New York
$535K 84,763 +84,763 New
First Trust Advisors
37
First Trust Advisors
Illinois
$515K 81,687 -192,986 -70%
HF
38
HRT Financial
New York
$512K 81,155 +81,155 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$414K 65,598 +29,336 +81%
Marshall Wace
40
Marshall Wace
United Kingdom
$380K 60,166 -3,713 -6%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$336K 53,173 -53,176 -50%
AA
42
Ancora Advisors
Ohio
$330K 52,303 – –
NA
43
Navellier & Associates
Nevada
$296K 46,948 -786 -2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$279K 44,272 +1,003 +2%
CIS
45
Connors Investor Services
Pennsylvania
$226K 35,800 +2,000 +6%
Barclays
46
Barclays
United Kingdom
$218K 34,616 +16,863 +95%
AG
47
Algert Global
California
$196K 30,994 +18,683 +152%
Squarepoint
48
Squarepoint
New York
$188K 29,765 +29,765 New
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$173K 27,349 -14,900 -35%
Man Group
50
Man Group
United Kingdom
– – -25,509 Closed
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