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Evolution Petroleum

83 hedge funds and large institutions have $50.4M invested in Evolution Petroleum in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.78% less ownership

Funds ownership: 69.05%68.27% (-0.78%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 8483 (-1)

21% less capital invested

Capital invested by funds: $63.7M → $50.4M (-$13.3M)

47% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 34

98% less call options, than puts

Call options by funds: $8K | Put options by funds: $380K

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
34
Closed
12
Calls
$8K
Puts
$380K
Net Calls
-$372K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$58K +$68.7K +25,800 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$52K
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$50K
Citadel Advisors
54
Citadel Advisors
Florida
$50K +$58.9K +22,129 New
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$48K +$20.8K +7,825 +55%
EI
56
Ethic Inc
New York
$48K +$56.7K +21,321 New
HS
57
HighVista Strategies
Massachusetts
$44K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$42K +$11.9K +4,482 +32%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$41K
Barclays
60
Barclays
United Kingdom
$38K -$7.38K -2,774 -14%
AIG
61
American International Group
New York
$38K -$1.02K -385 -2%
Jane Street
62
Jane Street
New York
$37K +$43.9K +16,481 New
WC
63
Woodstock Corp
Massachusetts
$32K
CAM
64
Cresset Asset Management
Illinois
$27K +$32K +12,033 New
EGM
65
Engineers Gate Manager
New York
$23K -$15.4K -5,784 -36%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$17K -$2.28K -858 -10%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$15.7K +$15.5K +5,817 +496%
Legal & General Group
68
Legal & General Group
United Kingdom
$12K -$3.18K -1,195 -18%
Citigroup
69
Citigroup
New York
$11K -$5.2K -1,955 -28%
AP
70
Atwood & Palmer
Missouri
$11K
EI
71
Ellevest Inc
New York
$8K +$8.7K +3,270 +1,282%
GWM
72
Geneos Wealth Management
Colorado
$4K
AIP
73
Ameritas Investment Partners
Nebraska
$3K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$2K
SSB
75
Sandy Spring Bank
Maryland
$2K +$2.93K +1,100 New