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Evolution Petroleum
EPM

Overview Fund Activity

112 hedge funds and large institutions have $166M invested in Evolution Petroleum in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 25 closing their positions.

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
33
Reduced
24
Closed
25
Calls
$1.38M
Puts
$2.74M
Net Calls
-$1.36M
Net Calls Change
-$1.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.5M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$3.29M
3
State Street
3
State Street
Massachusetts
$3.89M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.07M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$623K
2
GPGA
2
Grandeur Peak Global Advisors
Utah
$718K
3
Millennium Management
3
Millennium Management
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$491K
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$115K 14,210 +14,210 New
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$115K 14,206 +14,204 +710,200%
WC
78
Woodstock Corp
Massachusetts
$113K 13,988 – –
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K 13,749 +13,749 New
Wells Fargo
80
Wells Fargo
California
$106K 13,156 +12,943 +6,077%
RWM
81
Ritholtz Wealth Management
New York
$104K 12,896 +12,896 New
GI
82
Gradient Investments
Minnesota
$101K 12,550 +182 +1%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$101K 12,549 – –
EH
84
Equitable Holdings
New York
$88.4K 10,950 +10,950 New
WG
85
Winton Group
United Kingdom
$87.5K 10,840 +10,840 New
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$87K 10,753 -821 -7%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$84.7K 10,493 +10,493 New
Goldman Sachs
88
Goldman Sachs
New York
$83.6K 10,359 -74,404 -88%
Barclays
89
Barclays
United Kingdom
$62K 7,745 -26,871 -78%
TRCT
90
Tower Research Capital (TRC)
New York
$56.3K 6,975 -1,273 -15%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$55.6K 6,890 +602 +10%
Lazard Asset Management
92
Lazard Asset Management
New York
$54K 6,756 – –
Bank of America
93
Bank of America
North Carolina
$53.6K 6,638 -2,035 -23%
NFSG
94
Newbridge Financial Services Group
Florida
$51K 6,325 – –
AP
95
Atwood & Palmer
Missouri
$40.4K 5,000 – –
AB
96
Amalgamated Bank
New York
$39K 4,782 +4,782 New
Legal & General Group
97
Legal & General Group
United Kingdom
$30K 3,712 +3,712 New
Osaic Holdings
98
Osaic Holdings
Arizona
$29.2K 3,615 -806 -18%
CCM
99
Copeland Capital Management
Pennsylvania
$28.3K 3,511 -2,217 -39%
SOW
100
State of Wyoming
Wyoming
$28.2K 3,493 -198 -5%
2 3
4
5 6