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Evolution Petroleum

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.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $431K

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

6% more funds holding

Funds holding: 96102 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $143M → $143M (-$26.5K)

2.11% less ownership

Funds ownership: 61.22%59.11% (-2.1%)

35% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 43

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.64%
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
Name Holding Trade Value Shares
Change
Change in
Stake
QT
76
Quantbot Technologies
New York
$51.6K +$51.4K +6,833 New
Lazard Asset Management
77
Lazard Asset Management
New York
$51K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$47.5K -$722 -96 -2%
UBS Group
79
UBS Group
Switzerland
$44.5K +$28.6K +3,802 +182%
TRCT
80
Tower Research Capital (TRC)
New York
$41K -$15.2K -2,022 -27%
AP
81
Atwood & Palmer
Missouri
$37.8K
NFSG
82
Newbridge Financial Services Group
Florida
$29.6K +$26.5K +3,525 +881%
CCM
83
Copeland Capital Management
Pennsylvania
$29K +$413 +55 +1%
QL
84
Quarry LP
New York
$28.9K +$28.8K +3,830 New
MCC
85
Money Concepts Capital
Florida
$22.6K +$15K +2,000 +200%
Osaic Holdings
86
Osaic Holdings
Arizona
$21K -$19.3K -2,568 -48%
Canada Life
87
Canada Life
Manitoba, Canada
$20K +$20.1K +2,677 New
GWM
88
Geneos Wealth Management
Colorado
$13.6K
Bank of America
89
Bank of America
North Carolina
$11.3K +$241 +32 +2%
Wells Fargo
90
Wells Fargo
California
$10.6K +$9.05K +1,204 +584%
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
$7.91K -$489 -65 -0%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$7.62K
Group One Trading
93
Group One Trading
Illinois
$6.29K +$6.26K +833 New
BWM
94
Baystate Wealth Management
Massachusetts
$5K +$4.94K +657 New
S
95
SignatureFD
Georgia
$3.77K
FFA
96
Farther Finance Advisors
California
$1.55K +$1.55K +206 New
EI
97
Ellevest Inc
New York
$1.47K
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$1K -$88.7K -11,801 -99%
JP Morgan Chase
99
JP Morgan Chase
New York
$1K
APC
100
Aspire Private Capital
North Carolina
$755