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Evolution Petroleum
EPM

Overview Fund Activity

103 hedge funds and large institutions have $137M invested in Evolution Petroleum in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
37
Reduced
33
Closed
20
Calls
$214K
Puts
$244K
Net Calls
-$30K
Net Calls Change
-$253K

Top Buyers

1
WA
1
WealthTrust Axiom
Pennsylvania
$5.26M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.2M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$7.81M
4
RRAM
4
River Road Asset Management
Kentucky
$6.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.7M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
DCM
2
Driehaus Capital Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$367K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.35M
5
Charles Schwab
5
Charles Schwab
California
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
PSUF
76
People's United Financial
Connecticut
$55K 10,000 -20,309 -67%
Group One Trading
77
Group One Trading
Illinois
$54K 9,819 +9,819 New
Legal & General Group
78
Legal & General Group
United Kingdom
$49K 8,981 +911 +11%
RA
79
Royce & Associates
New York
$34K 6,184 +502 +9%
Citigroup
80
Citigroup
New York
$33K 6,116 +2,535 +71%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$29K 5,321 -321 -6%
AP
82
Atwood & Palmer
Missouri
$27K 5,000 – –
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$25K 4,510 -7,324 -62%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$23.4K 4,280 +85 +2%
TRCT
85
Tower Research Capital (TRC)
New York
$12K 2,167 +528 +32%
GWM
86
Geneos Wealth Management
Colorado
$10K 1,800 – –
Canada Life
87
Canada Life
Manitoba, Canada
$8K 1,434 -414 -22%
AIP
88
Ameritas Investment Partners
Nebraska
$7K 1,370 – –
AG
89
Advisor Group
Arizona
$7K 1,200 – –
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$7K 1,260 – –
QCG
91
Quadrant Capital Group
Ohio
$6K 1,272 – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$5K 1,000 – –
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$3K 550 +550 New
MAM
94
Meeder Asset Management
Ohio
$2K 350 -8,827 -96%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$2K 291 +1 +0.3%
OPS
96
Orion Portfolio Solutions
Nebraska
$2K 350 +350 New
TWA
97
TCI Wealth Advisors
Arizona
$2K 394 +394 New
Simplex Trading
98
Simplex Trading
Illinois
$2K 535 +535 New
APC
99
Aspire Private Capital
North Carolina
$1K 100 – –
US Bancorp
100
US Bancorp
Minnesota
$1K 250 +250 New
2 3
4
5 6