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Evolution Petroleum

77 hedge funds and large institutions have $76.6M invested in Evolution Petroleum in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $64.6M → $76.6M (+$12M)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

0.64% less ownership

Funds ownership: 68.38%67.74% (-0.64%)

4% less funds holding

Funds holding: 8077 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

41% less call options, than puts

Call options by funds: $118K | Put options by funds: $201K

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
26
Closed
12
Calls
$118K
Puts
$201K
Net Calls
-$83K
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$61K -$207K -60,082 -77%
EI
52
Ethic Inc
New York
$58K +$20.1K +5,845 +51%
WCM
53
Wedge Capital Management
North Carolina
$51K -$255K -74,017 -83%
Citadel Advisors
54
Citadel Advisors
Florida
$50K +$50.7K +14,706 New
WC
55
Woodstock Corp
Massachusetts
$49K
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$49K +$22.3K +6,468 +81%
EGM
57
Engineers Gate Manager
New York
$35K -$2.43K -704 -6%
DRZID
58
DePrince Race & Zollo Inc (DRZ)
Florida
$34K +$34.5K +10,000 New
Victory Capital Management
59
Victory Capital Management
Texas
$33K +$34.1K +9,890 New
TRCT
60
Tower Research Capital (TRC)
New York
$24K -$13.6K -3,932 -36%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$23K -$13.3K -3,845 -34%
UBS Group
62
UBS Group
Switzerland
$22K -$112K -32,574 -84%
Simplex Trading
63
Simplex Trading
Illinois
$19K +$20.2K +5,868 New
AP
64
Atwood & Palmer
Missouri
$17K
Citigroup
65
Citigroup
New York
$16K -$14.2K -4,133 -47%
EI
66
Ellevest Inc
New York
$11K -$83 -24 -0.7%
Legal & General Group
67
Legal & General Group
United Kingdom
$8K -$10.8K -3,148 -57%
TCWM
68
Total Clarity Wealth Management
Illinois
$7K +$6.89K +2,000 New
EVM
69
Eaton Vance Management
Massachusetts
$6K +$6.04K +1,754 New
AIP
70
Ameritas Investment Partners
Nebraska
$5K
GWM
71
Geneos Wealth Management
Colorado
$5K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$5K +$4.96K +1,439 New
TWA
73
TCI Wealth Advisors
Arizona
$4K +$4.53K +1,314 New
Osaic Holdings
74
Osaic Holdings
Arizona
$3K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$3K +$31 +9 +0.9%