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Evolution Petroleum

101 hedge funds and large institutions have $160M invested in Evolution Petroleum in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 99101 (+2)

9% more call options, than puts

Call options by funds: $349K | Put options by funds: $321K

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0.49% more ownership

Funds ownership: 70.78%71.28% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $168M → $160M (-$7.52M)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
35
Reduced
33
Closed
7
Calls
$349K
Puts
$321K
Net Calls
+$28K
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$57K +$9.3K +1,324 +19%
JP Morgan Chase
77
JP Morgan Chase
New York
$37K -$17.5K -2,487 -31%
AP
78
Atwood & Palmer
Missouri
$34K
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$33.8K +$18.5K +2,640 +115%
Macquarie Group
80
Macquarie Group
Australia
$32K +$33K +4,700 New
Barclays
81
Barclays
United Kingdom
$28K +$24.1K +3,431 +585%
Parallax Volatility Advisers
82
Parallax Volatility Advisers
California
$28K +$28.3K +4,032 New
PCM
83
Prelude Capital Management
New York
$25K -$19.7K -2,800 -43%
TRCT
84
Tower Research Capital (TRC)
New York
$17K +$17.1K +2,429 New
GWM
85
Geneos Wealth Management
Colorado
$12K
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$12K +$4.92K +700 +66%
AIP
87
Ameritas Investment Partners
Nebraska
$9K
MAM
88
Meeder Asset Management
Ohio
$9K +$4.89K +696 +104%
AG
89
Advisor Group
Arizona
$8K
QCG
90
Quadrant Capital Group
Ohio
$8K
RA
91
Royce & Associates
New York
$8K +$808 +115 +11%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.03K +1,000 New
MA
93
MUFG Americas
New York
$2K -$1.48K -210 -38%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$2K +$703 +100 +30%
DCM
95
Delpha Capital Management
New York
$2K +$2.48K +353 New
AWE
96
Avidian Wealth Enterprises
Texas
$1.42K
CB
97
Community Bank
New York
$1K
AIM
98
Advantage Investment Management
Iowa
$1K +$703 +100 New
Canada Life
99
Canada Life
Manitoba, Canada
$1K +$956 +136 New
NCM
100
Nantahala Capital Management
Connecticut
-$940K -130,615 Closed