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Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $509K | Put options by funds: $279K

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

1.06% more ownership

Funds ownership: 62.04%63.1% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 7875 (-3)

10% less capital invested

Capital invested by funds: $118M → $107M (-$11.3M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EI
51
Ethic Inc
New York
$100K -$2.39K -432 -2%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$100K +$16.6K +3,000 +18%
HIM
53
Hillsdale Investment Management
Ontario, Canada
$89K +$97.5K +17,600 New
AG
54
Algert Global
California
$86K +$94.7K +17,090 New
WC
55
Woodstock Corp
Massachusetts
$73K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$60K -$62.1K -11,200 -49%
Charles Schwab
57
Charles Schwab
California
$56K +$61.2K +11,036 New
JP Morgan Chase
58
JP Morgan Chase
New York
$49K +$52.7K +9,507 +6,173%
Bank of America
59
Bank of America
North Carolina
$45K -$204K -36,848 -80%
CCM
60
Copeland Capital Management
Pennsylvania
$31K +$33.5K +6,044 New
AP
61
Atwood & Palmer
Missouri
$25K
TRCT
62
Tower Research Capital (TRC)
New York
$19K +$4.51K +813 +29%
TWA
63
TCI Wealth Advisors
Arizona
$10K
GWM
64
Geneos Wealth Management
Colorado
$9K
Osaic Holdings
65
Osaic Holdings
Arizona
$9K +$5.54K +1,000 +117%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$6K
TCWM
67
Total Clarity Wealth Management
Illinois
$6K
UBS Group
68
UBS Group
Switzerland
$5K -$17.2K -3,105 -78%
EI
69
Ellevest Inc
New York
$5K -$7.26K -1,310 -57%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5K
CAM
71
ClariVest Asset Management
California
$4K +$3.91K +706 New
Wells Fargo
72
Wells Fargo
California
$2K
APC
73
Aspire Private Capital
North Carolina
$1K
US Bancorp
74
US Bancorp
Minnesota
$1K
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$10 -$2.93K -529 -100%