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Evolution Petroleum
EPM

Overview Fund Activity

80 hedge funds and large institutions have $116M invested in Evolution Petroleum in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
39
Closed
12
Calls
$874K
Puts
$395K
Net Calls
+$479K
Net Calls Change
+$7K

Top Buyers

1
RIM
1
Ranger Investment Management
Texas
$3.61M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.15M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.71M
4
WA
4
WealthTrust Axiom
Pennsylvania
$8.82M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.41M

Top Sellers

1
FA
1
Friess Associates
Delaware
$0
2
AWA
2
Aaron Wealth Advisors
Illinois
$0
3
FP
3
Foundry Partners
Minnesota
$2.51M
4
Millennium Management
4
Millennium Management
New York
$1.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Algert Global
California
$150K +$56.4K +10,300 +60%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$133K +$133K +24,273 New
OQS
53
Occudo Quantitative Strategies
Florida
$100K -$100K -18,299 -50%
HIM
54
Hillsdale Investment Management
Ontario, Canada
$93K -$3.28K -600 -3%
EI
55
Ethic Inc
New York
$89K +$89K +16,227 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$83K +$55.4K +10,138 +200%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$76K -$29.3K -5,400 -28%
WC
58
Woodstock Corp
Massachusetts
$76K – – –
SSA
59
Schonfeld Strategic Advisors
New York
$75K -$90.3K -16,500 -55%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$64K – – –
EGM
61
Engineers Gate Manager
New York
$61K -$374K -68,103 -86%
Charles Schwab
62
Charles Schwab
California
$61K – – –
LPL Financial
63
LPL Financial
California
$61K +$61K +11,250 New
Bank of America
64
Bank of America
North Carolina
$54K +$54K +9,976 +997,600%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$42K -$2.33K -426 -5%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$35K -$739 -137 -2%
Lazard Asset Management
67
Lazard Asset Management
New York
$31K – – –
AP
68
Atwood & Palmer
Missouri
$27K – – –
CCM
69
Copeland Capital Management
Pennsylvania
$27K +$759 +138 +3%
TRCT
70
Tower Research Capital (TRC)
New York
$22K -$8.13K -1,513 -27%
Group One Trading
71
Group One Trading
Illinois
$16K -$75.9K -14,177 -83%
GWM
72
Geneos Wealth Management
Colorado
$9K – – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$7K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
Osaic Holdings
75
Osaic Holdings
Arizona
$4K -$14.1K -2,850 -78%
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