EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

83 hedge funds and large institutions have $50.4M invested in Evolution Petroleum in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
34
Closed
12
Calls
$8K
Puts
$380K
Net Calls
-$372K
Net Calls Change
-$75K

Top Buyers

1
ZCM
1
Zebra Capital Management
Connecticut
$404K
2
Deutsche Bank
2
Deutsche Bank
Germany
$194K
3
PPA
3
Parametric Portfolio Associates
Washington
$972K
4
GCP
4
GSA Capital Partners
United Kingdom
$109K
5
BCM
5
Bridgeway Capital Management
Texas
$448K

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$149K
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
WG
3
Winton Group
United Kingdom
$306K
4
FP
4
Foundry Partners
Minnesota
$1.19M
5
Invesco
5
Invesco
Georgia
$309K
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$1K 413 -1,143 -73%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1K 290 – –
Osaic Holdings
78
Osaic Holdings
Arizona
$1K 500 – –
US Bancorp
79
US Bancorp
Minnesota
$1K 250 – –
AWE
80
Avidian Wealth Enterprises
Texas
– – -69,958 Closed
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
– – -23,867 Closed
SRAM
82
Stone Ridge Asset Management
New York
– – -19,534 Closed
Creative Planning
83
Creative Planning
Kansas
– – -17,000 Closed
SG Americas Securities
84
SG Americas Securities
New York
– – -15,558 Closed
AG
85
Algert Global
California
– – -11,760 Closed
RA
86
Royce & Associates
New York
– – -11,716 Closed
Acadian Asset Management
87
Acadian Asset Management
Massachusetts
– – -7,189 Closed
CAN
88
Cetera Advisor Networks
California
– – -2,339 Closed
Canada Life
89
Canada Life
Manitoba, Canada
– – -1,500 Closed
TWA
90
TCI Wealth Advisors
Arizona
– – -330 Closed
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
– – -164 Closed
IA
92
IFP Advisors
Florida
– – – –
BCA
93
Berman Capital Advisors
Georgia
$0 252 – –
CFGS
94
Concourse Financial Group Securities
Alabama
– – – –
Group One Trading
95
Group One Trading
Illinois
– – – –
GWS
96
Glassman Wealth Services
Virginia
$0 50 +50 New
APC
97
Aspire Private Capital
North Carolina
$0 100 +100 New
ASN
98
Advisory Services Network
Georgia
$0 203 +203 New
1 2 3
4