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Evolution Petroleum
EPM

Overview Fund Activity

100 hedge funds and large institutions have $117M invested in Evolution Petroleum in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
27
Closed
16
Calls
$981K
Puts
$1.24M
Net Calls
-$263K
Net Calls Change
-$1.37M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.74M
3
Jane Street
3
Jane Street
New York
$1.22M
4
PMAM
4
Penn Mutual Asset Management
Pennsylvania
$2.86M
5
Ameriprise
5
Ameriprise
Minnesota
$922K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$1.91M
3
EI
3
EAM Investors
California
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$515K
5
EGI
5
EAM Global Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
76
Point72 Asset Management
Connecticut
$45.2K 7,167 +7,167 New
Lazard Asset Management
77
Lazard Asset Management
New York
$42K 6,756 – –
NFSG
78
Newbridge Financial Services Group
Florida
$39.9K 6,325 +2,400 +61%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$39.7K 6,288 +2 +0%
QT
80
Quantbot Technologies
New York
$37.9K 6,009 -824 -12%
CCM
81
Copeland Capital Management
Pennsylvania
$36K 5,728 +1,920 +50%
CSS
82
Cubist Systematic Strategies
Connecticut
$34K 5,385 +5,385 New
AP
83
Atwood & Palmer
Missouri
$31.6K 5,000 – –
PMEF
84
Point72 Middle East FZE
United Arab Emirates
$30.7K 4,859 +4,859 New
Osaic Holdings
85
Osaic Holdings
Arizona
$27.9K 4,421 +1,615 +58%
SOW
86
State of Wyoming
Wyoming
$23.3K 3,691 +3,691 New
Canada Life
87
Canada Life
Manitoba, Canada
$16K 2,559 -118 -4%
GWM
88
Geneos Wealth Management
Colorado
$11.4K 1,800 – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$8K 1,214 +1,060 +688%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$6.37K 1,009 – –
S
91
SignatureFD
Georgia
$6.31K 1,000 +500 +100%
US Bancorp
92
US Bancorp
Minnesota
$6.31K 1,000 +1,000 New
QL
93
Quarry LP
New York
$4.87K 772 -3,058 -80%
BWM
94
Baystate Wealth Management
Massachusetts
$4.23K 669 +12 +2%
Wells Fargo
95
Wells Fargo
California
$1.35K 213 -1,197 -85%
FFA
96
Farther Finance Advisors
California
$1.3K 206 – –
EI
97
Ellevest Inc
New York
$1.23K 195 – –
APC
98
Aspire Private Capital
North Carolina
$631 100 – –
AAS
99
Ameritas Advisory Services
Nebraska
$631 100 +100 New
NC
100
NewSquare Capital
Pennsylvania
$505 80 – –
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4
5