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Evolution Petroleum
EPM

Overview Fund Activity

112 hedge funds and large institutions have $166M invested in Evolution Petroleum in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 25 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
33
Reduced
24
Closed
25
Calls
$1.38M
Puts
$2.74M
Net Calls
-$1.36M
Net Calls Change
-$1.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$3.29M
3
State Street
3
State Street
Massachusetts
$3.89M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.07M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$623K
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$718K
3
Millennium Management
3
Millennium Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$491K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.2M 149,055 +2,864 +2%
Marshall Wace
27
Marshall Wace
United Kingdom
$1.09M 134,557 +74,391 +124%
BCM
28
Bridgeway Capital Management
Texas
$1.08M 134,217 – –
Man Group
29
Man Group
United Kingdom
$1.05M 130,383 +130,383 New
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$945K 117,091 +117,091 New
RFA
31
Register Financial Advisors
Georgia
$834K 103,359 +5,583 +6%
LPL Financial
32
LPL Financial
California
$824K 102,048 +10,352 +11%
CCIA
33
Campbell & Co Investment Adviser
Maryland
$794K 98,396 +98,396 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$778K 96,402 -123,866 -56%
GPGA
35
Grandeur Peak Global Advisors
Utah
$718K 88,988 -324,900 -78%
Charles Schwab
36
Charles Schwab
California
$706K 87,524 +76,488 +693%
First Trust Advisors
37
First Trust Advisors
Illinois
$655K 81,205 -482 -0.6%
DRZID
38
DePrince Race & Zollo Inc (DRZ)
Florida
$623K 77,203 -700,381 -90%
II
39
Inspire Investing
Idaho
$578K 71,641 +71,641 New
SO
40
STRS Ohio
Ohio
$558K 69,200 +69,200 New
Citadel Advisors
41
Citadel Advisors
Florida
$491K 60,836 -214,497 -78%
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$426K 52,734 +52,734 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$391K 48,400 +48,400 New
NA
44
Navellier & Associates
Nevada
$387K 47,932 +984 +2%
AG
45
Algert Global
California
$379K 46,974 +15,980 +52%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$374K 46,380 +2,108 +5%
UBS Group
47
UBS Group
Switzerland
$358K 44,347 +24,194 +120%
SCP
48
Seizert Capital Partners
Michigan
$345K 42,789 +42,789 New
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$329K 40,811 +30,393 +292%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$311K 38,591 +38,591 New
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