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Evolution Petroleum
EPM

Overview Fund Activity

84 hedge funds and large institutions have $63.7M invested in Evolution Petroleum in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-10
Holders Change %
-10.64%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
28
Reduced
31
Closed
14
Calls
$1K
Puts
$298K
Net Calls
-$297K
Net Calls Change
-$349K

Top Buyers

1
NSIM
1
North Star Investment Management
Illinois
$2.1M
2
BlackRock
2
BlackRock
New York
$10.2M
3
WG
3
Winton Group
United Kingdom
$578K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$384K

Top Sellers

1
KTA
1
Keeley-Teton Advisors
Illinois
$60K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$315K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$370K
5
PPA
5
Parametric Portfolio Associates
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SRAM
51
Stone Ridge Asset Management
New York
$55K 19,534 -5,812 -23%
HS
52
HighVista Strategies
Massachusetts
$55K 19,800 +7,000 +55%
Barclays
53
Barclays
United Kingdom
$54K 19,265 +7,954 +70%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$51K 18,204 – –
AIG
55
American International Group
New York
$48K 17,293 +1,204 +7%
Creative Planning
56
Creative Planning
Kansas
$48K 17,000 +17,000 New
EGM
57
Engineers Gate Manager
New York
$44K 15,874 -1,256 -7%
SG Americas Securities
58
SG Americas Securities
New York
$44K 15,558 +5,044 +48%
WC
59
Woodstock Corp
Massachusetts
$41K 14,496 – –
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$40K 14,154 +1,373 +11%
MAFM
61
Mid Atlantic Financial Management
Pennsylvania
$40K 14,225 +14,225 New
Deutsche Bank
62
Deutsche Bank
Germany
$36K 13,016 -21,337 -62%
AG
63
Algert Global
California
$33K 11,760 – –
RA
64
Royce & Associates
New York
$33K 11,716 +11,716 New
TRCT
65
Tower Research Capital (TRC)
New York
$25K 8,890 +7,142 +409%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$23K 8,686 +5,327 +159%
Citigroup
67
Citigroup
New York
$20K 7,064 -6,707 -49%
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
$20K 7,189 +7,189 New
Legal & General Group
69
Legal & General Group
United Kingdom
$19K 6,733 -911 -12%
AP
70
Atwood & Palmer
Missouri
$14K 5,000 – –
CAN
71
Cetera Advisor Networks
California
$7K 2,339 +2,339 New
GWM
72
Geneos Wealth Management
Colorado
$5K 1,800 – –
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$4K 1,556 -705 -31%
AIP
74
Ameritas Investment Partners
Nebraska
$4K 1,370 – –
Canada Life
75
Canada Life
Manitoba, Canada
$4K 1,500 +80 +6%
1 2
3
4 5