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Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $64.6M invested in Evolution Petroleum in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
30
Closed
12
Calls
$10K
Puts
$301K
Net Calls
-$291K
Net Calls Change
+$81K

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$921K
2
AMI
2
Amica Mutual Insurance
Rhode Island
$2.2M
3
YAM
3
Yacktman Asset Management
Texas
$470K
4
WA
4
WealthTrust Axiom
Pennsylvania
$3.21M
5
NSIM
5
North Star Investment Management
Illinois
$2.55M

Top Sellers

1
AR
1
Advisory Research
Illinois
$3.84M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$849K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.34M
4
PPA
4
Parametric Portfolio Associates
Washington
$950K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$181K
Name Market Value Shares Shares
Change 		Shares
Change %
Squarepoint
51
Squarepoint
New York
$67K 23,603 +23,603 New
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$64K 22,500 – –
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$63K 22,050 – –
Barclays
54
Barclays
United Kingdom
$62K 21,606 +5,115 +31%
Deutsche Bank
55
Deutsche Bank
Germany
$57K 20,099 -66,430 -77%
HS
56
HighVista Strategies
Massachusetts
$56K 19,800 – –
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$52K 18,204 – –
WC
58
Woodstock Corp
Massachusetts
$41K 14,496 – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$34K 11,154 +3,326 +42%
EI
60
Ethic Inc
New York
$33K 11,460 -9,861 -46%
EGM
61
Engineers Gate Manager
New York
$32K 11,154 +1,064 +11%
TRCT
62
Tower Research Capital (TRC)
New York
$31K 11,006 -23,262 -68%
Citigroup
63
Citigroup
New York
$25K 8,825 +3,716 +73%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$22.8K 8,017 +1,028 +15%
Legal & General Group
65
Legal & General Group
United Kingdom
$16K 5,538 – –
AP
66
Atwood & Palmer
Missouri
$14K 5,000 – –
EI
67
Ellevest Inc
New York
$9K 3,240 -285 -8%
SO
68
STRS Ohio
Ohio
$8K 3,100 -79,500 -96%
GWM
69
Geneos Wealth Management
Colorado
$5K 1,800 – –
AIP
70
Ameritas Investment Partners
Nebraska
$4K 1,370 – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$3K 1,000 – –
KFI
72
Key Financial Inc
Pennsylvania
$3K 1,000 +1,000 New
PAM
73
Panagora Asset Management
Massachusetts
$2K 786 -46,610 -98%
Osaic Holdings
74
Osaic Holdings
Arizona
$2K 806 +306 +61%
US Bancorp
75
US Bancorp
Minnesota
$1K 250 – –
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