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Evolution Petroleum
EPM

Overview Fund Activity

100 hedge funds and large institutions have $117M invested in Evolution Petroleum in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
27
Closed
16
Calls
$981K
Puts
$1.24M
Net Calls
-$263K
Net Calls Change
-$1.37M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.74M
3
Jane Street
3
Jane Street
New York
$1.22M
4
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$2.86M
5
Ameriprise
5
Ameriprise
Minnesota
$922K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.91M
3
EI
3
EAM Investors
California
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$515K
5
EGI
5
EAM Global Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JF
51
Jump Financial
Illinois
$163K 25,871 -6,202 -19%
6CM
52
683 Capital Management
New York
$159K 25,146 – –
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$130K 20,649 -55,351 -73%
UBS Group
54
UBS Group
Switzerland
$127K 20,153 +14,264 +242%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$119K 18,881 +7,391 +64%
BFM
56
Boothbay Fund Management
New York
$117K 18,540 -14,141 -43%
LP
57
LMR Partners
United Kingdom
$113K 17,900 -6,382 -26%
EGM
58
Engineers Gate Manager
New York
$110K 17,400 +687 +4%
EI
59
Ethic Inc
New York
$104K 16,466 +1,879 +13%
XT
60
XTX Topco
Cayman Islands
$93.7K 14,844 +14,844 New
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$91.4K 14,479 +14,479 New
WC
62
Woodstock Corp
Massachusetts
$88.3K 13,988 – –
DADC
63
D.A. Davidson & Co
Montana
$85.2K 13,500 -500 -4%
JFG
64
Jefferies Financial Group
New York
$81.5K 12,910 +12,910 New
SFI
65
Susquehanna Fundamental Investments
Pennsylvania
$79.2K 12,549 -3,124 -20%
GI
66
Gradient Investments
Minnesota
$78K 12,368 +2,034 +20%
LIP
67
Lighthouse Investment Partners
Florida
$73.6K 11,657 -2,557 -18%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$73K 11,574 +11,574 New
DC
69
Diametric Capital
Massachusetts
$72.7K 11,521 +11,521 New
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$69.6K 11,037 -7,548 -41%
Charles Schwab
71
Charles Schwab
California
$69.6K 11,036 – –
HIM
72
Hillsdale Investment Management
Ontario, Canada
$69.4K 11,000 -4,950 -31%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$65.7K 10,418 -5,897 -36%
Bank of America
74
Bank of America
North Carolina
$54.7K 8,673 +7,175 +479%
TRCT
75
Tower Research Capital (TRC)
New York
$52K 8,248 +2,793 +51%
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