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Evolution Petroleum
EPM

Overview Fund Activity

94 hedge funds and large institutions have $65.8M invested in Evolution Petroleum in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 19 closing their positions.

Holders
94
Holders Change
-9
Holders Change %
-8.74%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
32
Reduced
35
Closed
19
Calls
$62K
Puts
$10K
Net Calls
+$52K
Net Calls Change
+$82K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$6.67M
2
PPA
2
Parametric Portfolio Associates
Washington
$1.29M
3
RRAM
3
River Road Asset Management
Kentucky
$3.54M
4
AMI
4
Amica Mutual Insurance
Rhode Island
$1.58M
5
NSIM
5
North Star Investment Management
Illinois
$254K

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
KTA
2
Keeley-Teton Advisors
Illinois
$1.69M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.25M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$8K 3,359 -1,962 -37%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$6K 2,261 +1,711 +311%
TRCT
78
Tower Research Capital (TRC)
New York
$5K 1,748 -419 -19%
Canada Life
79
Canada Life
Manitoba, Canada
$4K 1,420 -14 -1%
GWM
80
Geneos Wealth Management
Colorado
$4K 1,800 – –
AIP
81
Ameritas Investment Partners
Nebraska
$4K 1,370 – –
Osaic Holdings
82
Osaic Holdings
Arizona
$4K 1,700 +1,700 New
Group One Trading
83
Group One Trading
Illinois
$3K 960 -8,859 -90%
QCG
84
Quadrant Capital Group
Ohio
$3K 1,261 -11 -0.9%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$3K 1,000 – –
BCA
86
Berman Capital Advisors
Georgia
$3K 1,162 +996 +600%
KFI
87
Key Financial Inc
Pennsylvania
$2K 1,000 +1,000 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$1K 290 -1 -0.3%
US Bancorp
89
US Bancorp
Minnesota
$1K 250 – –
TWA
90
TCI Wealth Advisors
Arizona
$1K 504 +110 +28%
EI
91
Ellevest Inc
New York
$1K 255 +225 +750%
SFSIG
92
San Francisco Sentry Investment Group
California
$1K 257 +257 New
CCA
93
Column Capital Advisors
Indiana
$1K 257 +257 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$1K 328 +328 New
CIC
95
Cornercap Investment Counsel
Georgia
– – -191,138 Closed
Two Sigma Investments
96
Two Sigma Investments
New York
– – -86,878 Closed
DCM
97
Dupont Capital Management
Delaware
– – -82,510 Closed
ACA
98
Aptus Capital Advisors
Alabama
– – -65,736 Closed
Marshall Wace
99
Marshall Wace
United Kingdom
– – -49,312 Closed
B
100
Bailard
California
– – -34,900 Closed
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4
5