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Evolution Petroleum
EPM

Overview Fund Activity

75 hedge funds and large institutions have $107M invested in Evolution Petroleum in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
30
Reduced
20
Closed
12
Calls
$509K
Puts
$279K
Net Calls
+$230K
Net Calls Change
-$257K

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$4.36M
2
WA
2
Wasatch Advisors
Utah
$10.7M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$1.08M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.65M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$967K

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$0
2
AMI
2
Amica Mutual Insurance
Rhode Island
$5.24M
3
E
3
Ergoteles
New York
$0
4
HF
4
HRT Financial
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
51
Ethic Inc
New York
$100K 19,898 -432 -2%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$100K 19,800 +3,000 +18%
HIM
53
Hillsdale Investment Management
Ontario, Canada
$89K 17,600 +17,600 New
AG
54
Algert Global
California
$86K 17,090 +17,090 New
WC
55
Woodstock Corp
Massachusetts
$73K 14,496 – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$60K 11,800 -11,200 -49%
Charles Schwab
57
Charles Schwab
California
$56K 11,036 +11,036 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$49K 9,661 +9,507 +6,173%
Bank of America
59
Bank of America
North Carolina
$45K 8,982 -36,848 -80%
CCM
60
Copeland Capital Management
Pennsylvania
$31K 6,044 +6,044 New
AP
61
Atwood & Palmer
Missouri
$25K 5,000 – –
TRCT
62
Tower Research Capital (TRC)
New York
$19K 3,661 +813 +29%
TWA
63
TCI Wealth Advisors
Arizona
$10K 1,888 – –
GWM
64
Geneos Wealth Management
Colorado
$9K 1,800 – –
Osaic Holdings
65
Osaic Holdings
Arizona
$9K 1,856 +1,000 +117%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$6K 1,266 – –
TCWM
67
Total Clarity Wealth Management
Illinois
$6K 1,200 – –
UBS Group
68
UBS Group
Switzerland
$5K 895 -3,105 -78%
EI
69
Ellevest Inc
New York
$5K 993 -1,310 -57%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5K 1,009 – –
CAM
71
ClariVest Asset Management
California
$4K 706 +706 New
Wells Fargo
72
Wells Fargo
California
$2K 436 – –
US Bancorp
73
US Bancorp
Minnesota
$1K 250 – –
APC
74
Aspire Private Capital
North Carolina
$1K 100 – –
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$10 2 -529 -100%
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3
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