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Evolution Petroleum

99 hedge funds and large institutions have $168M invested in Evolution Petroleum in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0% more funds holding

Funds holding: 9999 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.97% less ownership

Funds ownership: 71.75%70.78% (-0.97%)

13% less capital invested

Capital invested by funds: $192M → $168M (-$24.4M)

34% less call options, than puts

Call options by funds: $229K | Put options by funds: $349K

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
31
Reduced
30
Closed
9
Calls
$229K
Puts
$349K
Net Calls
-$120K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
76
Group One Trading
Illinois
$72K -$4.54K -600 -6%
SIAP
77
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
PAM
78
Panagora Asset Management
Massachusetts
$70K
UBS Group
79
UBS Group
Switzerland
$69K +$17.8K +2,350 +33%
JP Morgan Chase
80
JP Morgan Chase
New York
$56K +$60.2K +7,950 New
Legal & General Group
81
Legal & General Group
United Kingdom
$49K
PCM
82
Prelude Capital Management
New York
$47K +$49.2K +6,500 New
AP
83
Atwood & Palmer
Missouri
$36K
IA
84
IFP Advisors
Florida
$36K
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$17K +$17.4K +2,293 +114,650%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$16.6K -$1.29K -170 -7%
GWM
87
Geneos Wealth Management
Colorado
$12K
AG
88
Advisor Group
Arizona
$9K -$1.06K -140 -10%
AIP
89
Ameritas Investment Partners
Nebraska
$9K
QCG
90
Quadrant Capital Group
Ohio
$9K
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$8K
RA
92
Royce & Associates
New York
$7K +$7.58K +1,001 New
MAM
93
Meeder Asset Management
Ohio
$5K +$5.06K +668 New
CG
94
Cutler Group
California
$5K +$5.3K +700 New
MA
95
MUFG Americas
New York
$4K
Barclays
96
Barclays
United Kingdom
$4K +$4.3K +568 +3,156%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$2K +$2.5K +330 New
CB
98
Community Bank
New York
$1K
MCM
99
McKinley Capital Management
Alaska
-$1.44M -177,110 Closed
HIM
100
Hillsdale Investment Management
Ontario, Canada
-$978K -120,800 Closed