EPM icon

Evolution Petroleum
EPM

Overview Fund Activity

102 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 11 closing their positions.

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
28
Reduced
43
Closed
11
Calls
$1.54M
Puts
$431K
Net Calls
+$1.11M
Net Calls Change
+$202K

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$2.82M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.07M
3
PMAM
3
Penn Mutual Asset Management
Pennsylvania
$2.41M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$5.94M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$813K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$13M
2
Millennium Management
2
Millennium Management
New York
$451K
3
BlackRock
3
BlackRock
New York
$8.72M
4
GPGA
4
Grandeur Peak Global Advisors
Utah
$3.02M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$803K
Name Market Value Shares Shares
Change 		Shares
Change %
QT
76
Quantbot Technologies
New York
$51.6K 6,833 +6,833 New
Lazard Asset Management
77
Lazard Asset Management
New York
$51K 6,756 – –
Fidelity Investments
78
Fidelity Investments
Massachusetts
$47.5K 6,286 -96 -2%
UBS Group
79
UBS Group
Switzerland
$44.5K 5,889 +3,802 +182%
TRCT
80
Tower Research Capital (TRC)
New York
$41K 5,455 -2,022 -27%
AP
81
Atwood & Palmer
Missouri
$37.8K 5,000 – –
NFSG
82
Newbridge Financial Services Group
Florida
$29.6K 3,925 +3,525 +881%
CCM
83
Copeland Capital Management
Pennsylvania
$29K 3,808 +55 +1%
QL
84
Quarry LP
New York
$28.9K 3,830 +3,830 New
MCC
85
Money Concepts Capital
Florida
$22.7K 3,000 +2,000 +200%
Osaic Holdings
86
Osaic Holdings
Arizona
$21K 2,806 -2,568 -48%
Canada Life
87
Canada Life
Manitoba, Canada
$20K 2,677 +2,677 New
GWM
88
Geneos Wealth Management
Colorado
$13.6K 1,800 – –
Bank of America
89
Bank of America
North Carolina
$11.3K 1,498 +32 +2%
Wells Fargo
90
Wells Fargo
California
$10.6K 1,410 +1,204 +584%
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
$7.91K 1,047,822 -65 -0%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$7.62K 1,009 – –
Group One Trading
93
Group One Trading
Illinois
$6.29K 833 +833 New
BWM
94
Baystate Wealth Management
Massachusetts
$5K 657 +657 New
S
95
SignatureFD
Georgia
$3.78K 500 – –
FFA
96
Farther Finance Advisors
California
$1.56K 206 +206 New
EI
97
Ellevest Inc
New York
$1.47K 195 – –
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$1K 107 -11,801 -99%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$1K 154 – –
APC
100
Aspire Private Capital
North Carolina
$755 100 – –
1 2 3
4
5