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Evolution Petroleum
EPM

Overview Fund Activity

87 hedge funds and large institutions have $149M invested in Evolution Petroleum in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
28
Reduced
23
Closed
6
Calls
$649K
Puts
$177K
Net Calls
+$472K
Net Calls Change
+$242K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.81M
2
FA
2
Friess Associates
Delaware
$2.48M
3
Invesco
3
Invesco
Georgia
$1.84M
4
WA
4
Wasatch Advisors
Utah
$15.9M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45K
2
AMI
2
Amica Mutual Insurance
Rhode Island
$4.8M
3
NSIM
3
North Star Investment Management
Illinois
$4.79M
4
RJA
4
Raymond James & Associates
Florida
$95K
5
Millennium Management
5
Millennium Management
New York
$2.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
76
Copeland Capital Management
Pennsylvania
$32K 4,774 -1,270 -21%
Osaic Holdings
77
Osaic Holdings
Arizona
$25K 3,656 +1,800 +97%
MCC
78
Money Concepts Capital
Florida
$14K 2,000 +2,000 New
TWA
79
TCI Wealth Advisors
Arizona
$13K 1,888 – –
GWM
80
Geneos Wealth Management
Colorado
$12K 1,800 – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$8K 1,220 -46 -4%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$7K 1,009 – –
CAM
83
ClariVest Asset Management
California
$5K 706 – –
Wells Fargo
84
Wells Fargo
California
$3K 439 +3 +0.7%
EI
85
Ellevest Inc
New York
$1K 195 -798 -80%
APC
86
Aspire Private Capital
North Carolina
$1K 100 – –
AWE
87
Avidian Wealth Enterprises
Texas
– – -70,000 Closed
VF
88
Virtu Financial
New York
– – -21,620 Closed
EI
89
Ethic Inc
New York
– – -19,898 Closed
Bank of America
90
Bank of America
North Carolina
$0 1 -8,981 -100%
TCWM
91
Total Clarity Wealth Management
Illinois
– – -1,200 Closed
UBS Group
92
UBS Group
Switzerland
– – -895 Closed
US Bancorp
93
US Bancorp
Minnesota
– – -250 Closed
CFGS
94
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
95
Simplex Trading
Illinois
– – – –
HT
96
HAP Trading
New York
– – – –
PI
97
PEAK6 Investments
Illinois
– – – –
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4