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Evolution Petroleum
EPM

Overview Fund Activity

102 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
43
Closed
11
Calls
$1.54M
Puts
$431K
Net Calls
+$1.11M
Net Calls Change
+$202K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.82M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.07M
3
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$2.41M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$5.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$813K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$13M
2
Millennium Management
2
Millennium Management
New York
$451K
3
BlackRock
3
BlackRock
New York
$8.72M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$3.02M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$197K 26,132 +13,812 +112%
Man Group
52
Man Group
United Kingdom
$193K 25,509 -20,016 -44%
6CM
53
683 Capital Management
New York
$190K 25,146 +25,146 New
LP
54
LMR Partners
United Kingdom
$183K 24,282 -12,604 -34%
Jane Street
55
Jane Street
New York
$180K 23,902 -7,070 -23%
OQS
56
Occudo Quantitative Strategies
Florida
$180K 23,816 -14,684 -38%
QC
57
Quadrature Capital
United Kingdom
$169K 22,374 -3,394 -13%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$140K 18,585 +18,585 New
Barclays
59
Barclays
United Kingdom
$134K 17,753 +15,367 +644%
EGM
60
Engineers Gate Manager
New York
$126K 16,713 -17,757 -52%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$123K 16,315 -8,311 -34%
HIM
62
Hillsdale Investment Management
Ontario, Canada
$120K 15,950 -1,050 -6%
SFI
63
Susquehanna Fundamental Investments
Pennsylvania
$118K 15,673 -12,527 -44%
SSA
64
Schonfeld Strategic Advisors
New York
$117K 15,501 -14,099 -48%
EI
65
Ethic Inc
New York
$110K 14,587 -1,601 -10%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$108K 14,253 +14,253 New
LIP
67
Lighthouse Investment Partners
Florida
$107K 14,214 +14,214 New
DADC
68
D.A. Davidson & Co
Montana
$106K 14,000 +14,000 New
WC
69
Woodstock Corp
Massachusetts
$106K 13,988 – –
AG
70
Algert Global
California
$93K 12,311 -24,960 -67%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$86.7K 11,490 +3,825 +50%
Charles Schwab
72
Charles Schwab
California
$83.3K 11,036 – –
CC
73
Corton Capital
Ontario, Canada
$79.6K 10,546 -3,468 -25%
MFS
74
Mirabella Financial Services
United Kingdom
$78.3K 10,375 +10,375 New
GI
75
Gradient Investments
Minnesota
$78K 10,334 +165 +2%
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3
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