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Evolution Petroleum

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

121% more call options, than puts

Call options by funds: $874K | Put options by funds: $395K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 64.62%62.82% (-1.8%)

8% less funds holding

Funds holding: 8780 (-7)

22% less capital invested

Capital invested by funds: $149M → $116M (-$32.7M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

46% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 39

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
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Algert Global
California
$150K +$69.3K +10,300 +60%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$133K +$163K +24,273 New
OQS
53
Occudo Quantitative Strategies
Florida
$100K -$123K -18,299 -50%
HIM
54
Hillsdale Investment Management
Ontario, Canada
$93K -$4.04K -600 -3%
EI
55
Ethic Inc
New York
$89K +$109K +16,227 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$83K +$68.2K +10,138 +200%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$76K -$36.3K -5,400 -28%
WC
58
Woodstock Corp
Massachusetts
$76K
SSA
59
Schonfeld Strategic Advisors
New York
$75K -$111K -16,500 -55%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$64K
EGM
61
Engineers Gate Manager
New York
$61K -$458K -68,103 -86%
Charles Schwab
62
Charles Schwab
California
$61K
LPL Financial
63
LPL Financial
California
$61K +$75.7K +11,250 New
Bank of America
64
Bank of America
North Carolina
$54K +$67.1K +9,976 +997,600%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$42K -$2.87K -426 -5%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$35K -$922 -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 +$929 +138 +3%
TRCT
70
Tower Research Capital (TRC)
New York
$22K -$10.2K -1,513 -27%
Group One Trading
71
Group One Trading
Illinois
$16K -$95.4K -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 -$19.2K -2,850 -78%