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Evolution Petroleum
EPM

Overview Fund Activity

115 hedge funds and large institutions have $139M invested in Evolution Petroleum in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
42
Reduced
33
Closed
19
Calls
$1.27M
Puts
$2.54M
Net Calls
-$1.27M
Net Calls Change
+$95K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.69M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.58M
3
CIC
3
Cornercap Investment Counsel
Georgia
$903K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.3M
5
FP
5
Foundry Partners
Minnesota
$3.49M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$2.55M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$215K
5
Man Group
5
Man Group
United Kingdom
$849K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.22M 177,878 +28,823 +19%
RFA
27
Register Financial Advisors
Georgia
$933K 136,452 +33,093 +32%
CIC
28
Cornercap Investment Counsel
Georgia
$903K 132,029 +132,029 New
Man Group
29
Man Group
United Kingdom
– – -130,383 Closed
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$777K 113,559 +72,748 +178%
Charles Schwab
31
Charles Schwab
California
$604K 88,329 +805 +0.9%
BCM
32
Bridgeway Capital Management
Texas
$595K 86,917 -47,300 -35%
AG
33
Algert Global
California
$546K 79,874 +32,900 +70%
LPL Financial
34
LPL Financial
California
$538K 78,683 -23,365 -23%
Goldman Sachs
35
Goldman Sachs
New York
$533K 77,921 +67,562 +652%
SO
36
STRS Ohio
Ohio
$425K 62,200 -7,000 -10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$422K 61,708 +15,328 +33%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$419K 61,211 -55,880 -48%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$394K 57,666 +9,266 +19%
WG
40
Winton Group
United Kingdom
$383K 55,939 +45,099 +416%
NA
41
Navellier & Associates
Nevada
$329K 48,060 +128 +0.3%
Jane Street
42
Jane Street
New York
$323K 47,261 +47,261 New
Invesco
43
Invesco
Georgia
$321K 46,909 +30,804 +191%
CCIA
44
Campbell & Co Investment Adviser
Maryland
$308K 44,960 -53,436 -54%
EI
45
Ethic Inc
New York
$300K 43,863 +23,087 +111%
GCP
46
GSA Capital Partners
United Kingdom
$295K 43,075 +43,075 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$294K 42,931 +42,931 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$279K 40,844 +2,253 +6%
SCP
49
Seizert Capital Partners
Michigan
$261K 38,106 -4,683 -11%
AA
50
ALPS Advisors
Colorado
$257K 37,560 +37,560 New
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