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Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $356K | Put options by funds: $204K

38% more capital invested

Capital invested by funds: $76.6M → $106M (+$29.4M)

0% more funds holding

Funds holding: 7777 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3.95% less ownership

Funds ownership: 67.74%63.79% (-3.9%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

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
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$109K
HS
52
HighVista Strategies
Massachusetts
$98K
LP
53
LMR Partners
United Kingdom
$90K +$71.5K +18,197 New
DRZID
54
DePrince Race & Zollo Inc (DRZ)
Florida
$74K +$19.7K +5,000 +50%
OQS
55
Occudo Quantitative Strategies
Florida
$74K +$59K +15,013 New
WC
56
Woodstock Corp
Massachusetts
$72K
RJA
57
Raymond James & Associates
Florida
$69K +$54.6K +13,893 New
ECM
58
ExodusPoint Capital Management
New York
$64K +$50.3K +12,808 New
Barclays
59
Barclays
United Kingdom
$58K -$56K -14,261 -55%
SSA
60
Schonfeld Strategic Advisors
New York
$58K +$45.6K +11,600 New
Victory Capital Management
61
Victory Capital Management
Texas
$49K
Simplex Trading
62
Simplex Trading
Illinois
$38K +$7.3K +1,858 +32%
AP
63
Atwood & Palmer
Missouri
$25K
UBS Group
64
UBS Group
Switzerland
$20K -$8.86K -2,254 -36%
TRCT
65
Tower Research Capital (TRC)
New York
$12K -$18.2K -4,626 -65%
EI
66
Ellevest Inc
New York
$12K -$2.75K -701 -22%
TWA
67
TCI Wealth Advisors
Arizona
$10K +$2.48K +630 +48%
GWM
68
Geneos Wealth Management
Colorado
$8K
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$6K -$680 -173 -12%
LWCFA
70
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$4.47K +1,138 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$5K
Osaic Holdings
72
Osaic Holdings
Arizona
$4K +$197 +50 +6%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.63K -$54.8K -13,954 -96%
Wells Fargo
74
Wells Fargo
California
$2K -$69.2K -17,617 -98%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1K -$87.5K -22,254 -99%