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Evolution Petroleum

79 hedge funds and large institutions have $113M invested in Evolution Petroleum in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $112M → $113M (+$1.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 71.5%71.45% (-0.05%)

8% less funds holding

Funds holding: 8679 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
31
Reduced
25
Closed
14
Calls
$103K
Puts
Net Calls
+$103K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$99K +$83.1K +18,484 +1,022%
WC
52
Woodstock Corp
Massachusetts
$87K
NFA
53
Nationwide Fund Advisors
Ohio
$74K
AIG
54
American International Group
New York
$70K
Millennium Management
55
Millennium Management
New York
$69K -$49.8K -11,085 -44%
Citadel Advisors
56
Citadel Advisors
Florida
$62K -$81.6K -18,147 -59%
SG Americas Securities
57
SG Americas Securities
New York
$62K +$57.5K +12,782 New
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$30.7K +6,835 +122%
UBS Group
59
UBS Group
Switzerland
$39K -$14.1K -3,134 -28%
Wells Fargo
60
Wells Fargo
California
$39K +$8.85K +1,969 +33%
CG
61
Cutler Group
California
$28K +$7.45K +1,657 +40%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$25K -$46.6K -10,373 -68%
AP
63
Atwood & Palmer
Missouri
$24K
AIM
64
Acrospire Investment Management
Illinois
$21K +$19.9K +4,418 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$19K +$2.9K +646 +20%
Legal & General Group
66
Legal & General Group
United Kingdom
$18K
Fuller & Thaler Asset Management
67
Fuller & Thaler Asset Management
California
$16K +$14.4K +3,200 New
BJ
68
BlackRock Japan
Japan
$14K +$2.64K +587 +25%
Bank of America
69
Bank of America
North Carolina
$13K +$7.26K +1,615 +150%
Creative Planning
70
Creative Planning
Kansas
$10K
BlackRock
71
BlackRock
New York
$9K +$5.62K +1,250 +191%
MA
72
MUFG Americas
New York
$8K -$5.31K -1,180 -41%
JP Morgan Chase
73
JP Morgan Chase
New York
$7K -$36.2K -8,042 -84%
QCG
74
Quadrant Capital Group
Ohio
$6K +$5.72K +1,272 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$4K -$175 -39 -4%