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Evolution Petroleum
EPM

Overview Fund Activity

108 hedge funds and large institutions have $120M invested in Evolution Petroleum in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
108
Holders Change
-7
Holders Change %
-6.09%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
46
Reduced
31
Closed
19
Calls
$1.33M
Puts
$1.29M
Net Calls
+$42K
Net Calls Change
+$1.31M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.21M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$958K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$3.02M
4
RIM
4
Ranger Investment Management
Texas
$5.66M
5
Man Group
5
Man Group
United Kingdom
$619K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
FP
2
Foundry Partners
Minnesota
$1.13M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$486K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$607K
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
26
Man Group
United Kingdom
$619K +$619K +106,583 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$607K -$825K -142,080 -58%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$599K -$607K -104,400 -50%
Aviva
29
Aviva
United Kingdom
$598K +$598K +102,984 New
Charles Schwab
30
Charles Schwab
California
$513K – – –
First Trust Advisors
31
First Trust Advisors
Illinois
$486K -$857K -147,581 -64%
BCM
32
Bridgeway Capital Management
Texas
$454K -$51K -8,784 -10%
State Board of Administration of Florida Retirement System
33
State Board of Administration of Florida Retirement System
Florida
$421K +$421K +72,515 New
UBS Group
34
UBS Group
Switzerland
$405K +$193K +33,299 +92%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$393K +$58.1K +10,000 +17%
ETC
36
Exchange Traded Concepts
Oklahoma
$377K +$377K +64,836 New
SO
37
STRS Ohio
Ohio
$361K – – –
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$356K – – –
Goldman Sachs
39
Goldman Sachs
New York
$349K -$104K -17,910 -23%
AQR Capital Management
40
AQR Capital Management
Connecticut
$323K +$232K +39,926 +254%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$309K +$47.4K +8,155 +18%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$293K +$43.4K +7,457 +17%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$287K -$372K -64,099 -56%
Bank of America
44
Bank of America
North Carolina
$286K +$154K +26,523 +117%
Invesco
45
Invesco
Georgia
$279K +$6.93K +1,193 +3%
RJA
46
Raymond James & Associates
Florida
$269K +$75.4K +12,971 +39%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$261K +$71K +12,216 +37%
Barclays
48
Barclays
United Kingdom
$256K +$215K +37,103 +529%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$246K +$8.58K +1,477 +4%
CIS
50
Connors Investor Services
Pennsylvania
$234K +$26.1K +4,500 +13%
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