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Evolution Petroleum
EPM

Overview Fund Activity

84 hedge funds and large institutions have $63.7M invested in Evolution Petroleum in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-10
Holders Change %
-10.64%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
28
Reduced
31
Closed
14
Calls
$1K
Puts
$298K
Net Calls
-$297K
Net Calls Change
-$349K

Top Buyers

1
NSIM
1
North Star Investment Management
Illinois
$2.1M
2
BlackRock
2
BlackRock
New York
$10.2M
3
WG
3
Winton Group
United Kingdom
$578K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$384K

Top Sellers

1
KTA
1
Keeley-Teton Advisors
Illinois
$60K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$315K
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$370K
5
PPA
5
Parametric Portfolio Associates
Washington
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$3.28K 1,172 -7,277 -86%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$3K 1,000 – –
Osaic Holdings
78
Osaic Holdings
Arizona
$1K 500 -1,200 -71%
TWA
79
TCI Wealth Advisors
Arizona
$1K 330 -174 -35%
EI
80
Ellevest Inc
New York
$1K 255 – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1K 290 – –
US Bancorp
82
US Bancorp
Minnesota
$1K 250 – –
PAIM
83
Punch & Associates Investment Management
Minnesota
– – -576,170 Closed
MERSOM
84
Municipal Employees' Retirement System of Michigan
Michigan
– – -60,440 Closed
CAMG
85
CWA Asset Management Group
Florida
– – -50,592 Closed
Citadel Advisors
86
Citadel Advisors
Florida
– – -44,219 Closed
Prudential Financial
87
Prudential Financial
New Jersey
– – -33,389 Closed
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -24,165 Closed
SIM
89
Spark Investment Management
New York
– – -22,578 Closed
VOYA Investment Management
90
VOYA Investment Management
Georgia
– – -15,324 Closed
Victory Capital Management
91
Victory Capital Management
Texas
– – -10,092 Closed
QCG
92
Quadrant Capital Group
Ohio
– – -1,261 Closed
KFI
93
Key Financial Inc
Pennsylvania
– – -1,000 Closed
Group One Trading
94
Group One Trading
Illinois
– – -960 Closed
BCA
95
Berman Capital Advisors
Georgia
$0 252 -910 -78%
CCA
96
Column Capital Advisors
Indiana
– – -257 Closed
SFSIG
97
San Francisco Sentry Investment Group
California
– – -257 Closed
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$0 164 -164 -50%
IA
99
IFP Advisors
Florida
– – – –
ASN
100
Advisory Services Network
Georgia
– – – –
1 2 3
4
5