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Evolution Petroleum
EPM

Overview Fund Activity

112 hedge funds and large institutions have $166M invested in Evolution Petroleum in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 25 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
33
Reduced
24
Closed
25
Calls
$1.38M
Puts
$2.74M
Net Calls
-$1.36M
Net Calls Change
-$1.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$3.29M
3
State Street
3
State Street
Massachusetts
$3.89M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.07M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$623K
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$718K
3
Millennium Management
3
Millennium Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$491K
Name Market Value Shares Shares
Change 		Shares
Change %
CIS
51
Connors Investor Services
Pennsylvania
$289K 35,800 – –
BFA
52
BMS Financial Advisors
South Dakota
$283K 2,234 +2,234 New
JF
53
Jump Financial
Illinois
$253K 31,300 +5,429 +21%
NRD
54
Nebula Research & Development
New York
$252K 31,191 +31,191 New
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$199K 24,611 +23,397 +1,927%
Citigroup
56
Citigroup
New York
$170K 21,046 -96,730 -82%
EI
57
Ethic Inc
New York
$168K 20,776 +4,310 +26%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$167K 20,734 +20,734 New
XT
59
XTX Topco
Cayman Islands
$163K 20,250 +5,406 +36%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$163K 20,197 +1,316 +7%
Deutsche Bank
61
Deutsche Bank
Germany
$151K 18,678 +18,678 New
Grantham, Mayo, Van Otterloo & Co (GMO)
62
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$146K 18,143 -9,206 -34%
QT
63
Quantbot Technologies
New York
$141K 17,460 +11,451 +191%
LCM
64
Legato Capital Management
California
$140K 17,352 +17,352 New
MIM
65
MetLife Investment Management
New Jersey
$135K 16,752 +16,752 New
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$135K 16,712 +16,712 New
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$131K 16,198 +16,198 New
Invesco
68
Invesco
Georgia
$130K 16,105 +16,105 New
BBA
69
Baader Bank Aktiengesellschaft
Germany
$123K 15,305 +15,305 New
AIG
70
American International Group
New York
$123K 15,182 +15,182 New
HIM
71
Hillsdale Investment Management
Ontario, Canada
$121K 15,000 +4,000 +36%
Victory Capital Management
72
Victory Capital Management
Texas
$120K 14,834 +14,834 New
CFGS
73
Concourse Financial Group Securities
Alabama
$119K 14,787 +14,787 New
QC
74
Quadrature Capital
United Kingdom
$119K 14,745 +14,745 New
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$117K 14,479 – –
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