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Evolution Petroleum
EPM

Overview Fund Activity

96 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
29
Reduced
27
Closed
11
Calls
$1.66M
Puts
$756K
Net Calls
+$904K
Net Calls Change
+$425K

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$6.17M
2
EI
2
EAM Investors
California
$2.4M
3
EGI
3
EAM Global Investors
California
$1.36M
4
Millennium Management
4
Millennium Management
New York
$2.52M
5
PMAM
5
Penn Mutual Asset Management
Pennsylvania
$997K

Top Sellers

1
BlackRock
1
BlackRock
New York
$9.95M
2
AMI
2
Amica Mutual Insurance
Rhode Island
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.9M
4
WA
4
Wasatch Advisors
Utah
$14.3M
5
Invesco
5
Invesco
Georgia
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$53K 7,665 -23 -0.3%
TRCT
77
Tower Research Capital (TRC)
New York
$52K 7,477 +3,382 +83%
Lazard Asset Management
78
Lazard Asset Management
New York
$47K 6,756 +1,002 +17%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$44K 6,382 -108 -2%
Osaic Holdings
80
Osaic Holdings
Arizona
$37K 5,374 +4,568 +567%
AP
81
Atwood & Palmer
Missouri
$35K 5,000 – –
CCM
82
Copeland Capital Management
Pennsylvania
$26K 3,753 -1,159 -24%
Barclays
83
Barclays
United Kingdom
$17K 2,386 +2,386 New
UBS Group
84
UBS Group
Switzerland
$14K 2,087 +2,087 New
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$12.6K 1,812 -13,397 -88%
GWM
86
Geneos Wealth Management
Colorado
$12K 1,800 – –
Bank of America
87
Bank of America
North Carolina
$10K 1,466 -8,511 -85%
CG
88
Cutler Group
California
$10K 1,576 +1,576 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$7K 1,009 – –
MCC
90
Money Concepts Capital
Florida
$7K 1,000 +1,000 New
NFSG
91
Newbridge Financial Services Group
Florida
$3K 400 – –
S
92
SignatureFD
Georgia
$3K 500 +500 New
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$1K 154 – –
APC
94
Aspire Private Capital
North Carolina
$1K 100 – –
EI
95
Ellevest Inc
New York
$1K 195 – –
Wells Fargo
96
Wells Fargo
California
$1K 206 +2 +1%
AMI
97
Amica Mutual Insurance
Rhode Island
– – -625,368 Closed
BGIM
98
Brandywine Global Investment Management
Pennsylvania
– – -113,502 Closed
ARMT
99
Amica Retiree Medical Trust
Rhode Island
– – -76,790 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– – -56,536 Closed
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4
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