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Evolution Petroleum
EPM

Overview Fund Activity

115 hedge funds and large institutions have $139M invested in Evolution Petroleum in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
42
Reduced
33
Closed
19
Calls
$1.27M
Puts
$2.54M
Net Calls
-$1.27M
Net Calls Change
+$95K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.69M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$1.58M
3
CIC
3
Cornercap Investment Counsel
Georgia
$903K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.3M
5
FP
5
Foundry Partners
Minnesota
$3.49M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$2.55M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$215K
5
Man Group
5
Man Group
United Kingdom
$849K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$249K 36,392 -7,955 -18%
CIS
52
Connors Investor Services
Pennsylvania
$245K 35,800 – –
RJA
53
Raymond James & Associates
Florida
$228K 33,279 +33,279 New
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$223K 32,640 +11,906 +57%
Two Sigma Investments
55
Two Sigma Investments
New York
$215K 31,382 -157,941 -83%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$194K 28,329 +14,123 +99%
Victory Capital Management
57
Victory Capital Management
Texas
$185K 27,099 +12,265 +83%
Bank of America
58
Bank of America
North Carolina
$155K 22,668 +16,030 +241%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$153K 22,404 +2,207 +11%
MAM
60
Martingale Asset Management
Massachusetts
$151K 22,020 +22,020 New
SOW
61
State of Wyoming
Wyoming
$143K 20,916 +17,423 +499%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$141K 20,599 -4,012 -16%
EH
63
Equitable Holdings
New York
$141K 20,565 +9,615 +88%
MIM
64
MetLife Investment Management
New Jersey
$115K 16,752 – –
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$114K 16,712 – –
MA
66
Mutual Advisors
Nebraska
$114K 16,625 +16,625 New
AQR Capital Management
67
AQR Capital Management
Connecticut
$107K 15,713 +15,713 New
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$107K 15,629 +1,150 +8%
AIG
69
American International Group
New York
$106K 15,491 +309 +2%
Deutsche Bank
70
Deutsche Bank
Germany
$104K 15,193 -3,485 -19%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$98.6K 14,414 +204 +1%
WC
72
Woodstock Corp
Massachusetts
$95.7K 13,988 – –
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94K 13,749 – –
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$92K 13,500 +13,500 New
Wolverine Trading
75
Wolverine Trading
Illinois
$90.2K 13,190 +13,190 New
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