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Evolution Petroleum
EPM

Overview Fund Activity

77 hedge funds and large institutions have $106M invested in Evolution Petroleum in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
23
Reduced
28
Closed
16
Calls
$356K
Puts
$204K
Net Calls
+$152K
Net Calls Change
+$235K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$7.55M
2
Millennium Management
2
Millennium Management
New York
$3.11M
3
GPGA
3
Grandeur Peak Global Advisors
Utah
$2.21M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.2M
5
WA
5
WealthTrust Axiom
Pennsylvania
$7.19M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.2M
2
AR
2
Advisory Research
Illinois
$915K
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$10.1M
4
State Street
4
State Street
Massachusetts
$430K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$109K 22,050 – –
HS
52
HighVista Strategies
Massachusetts
$98K 19,800 – –
LP
53
LMR Partners
United Kingdom
$90K 18,197 +18,197 New
DRZID
54
DePrince Race & Zollo Inc (DRZ)
Florida
$74K 15,000 +5,000 +50%
OQS
55
Occudo Quantitative Strategies
Florida
$74K 15,013 +15,013 New
WC
56
Woodstock Corp
Massachusetts
$72K 14,496 – –
RJA
57
Raymond James & Associates
Florida
$69K 13,893 +13,893 New
ECM
58
ExodusPoint Capital Management
New York
$64K 12,808 +12,808 New
Barclays
59
Barclays
United Kingdom
$58K 11,683 -14,261 -55%
SSA
60
Schonfeld Strategic Advisors
New York
$58K 11,600 +11,600 New
Victory Capital Management
61
Victory Capital Management
Texas
$49K 9,890 – –
Simplex Trading
62
Simplex Trading
Illinois
$38K 7,726 +1,858 +32%
AP
63
Atwood & Palmer
Missouri
$25K 5,000 – –
UBS Group
64
UBS Group
Switzerland
$20K 4,025 -2,254 -36%
TRCT
65
Tower Research Capital (TRC)
New York
$12K 2,448 -4,626 -65%
EI
66
Ellevest Inc
New York
$12K 2,515 -701 -22%
TWA
67
TCI Wealth Advisors
Arizona
$10K 1,944 +630 +48%
GWM
68
Geneos Wealth Management
Colorado
$8K 1,800 – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$6K 1,266 -173 -12%
LWCFA
70
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K 1,138 +1,138 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$5K 1,009 – –
Osaic Holdings
72
Osaic Holdings
Arizona
$4K 856 +50 +6%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.63K 531 -13,954 -96%
Wells Fargo
74
Wells Fargo
California
$2K 449 -17,617 -98%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1K 246 -22,254 -99%
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