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Evolution Petroleum

115 hedge funds and large institutions have $139M invested in Evolution Petroleum in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

3% more funds holding

Funds holding: 112115 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.88% less ownership

Funds ownership: 61.67%60.79% (-0.88%)

16% less capital invested

Capital invested by funds: $166M → $139M (-$26.8M)

50% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $2.54M

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
42
Reduced
33
Closed
19
Calls
$1.27M
Puts
$2.54M
Net Calls
-$1.26M
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$87.3K -$29K -3,431 -21%
LCM
77
Legato Capital Management
California
$86.7K -$39.6K -4,683 -27%
GI
78
Gradient Investments
Minnesota
$85.8K
CFGS
79
Concourse Financial Group Securities
Alabama
$83.4K -$22K -2,596 -18%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$82.5K +$102K +12,065 New
Group One Trading
81
Group One Trading
Illinois
$75.9K +$93.8K +11,092 New
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$74K
RWM
83
Ritholtz Wealth Management
New York
$71.9K -$20.2K -2,388 -19%
Simplex Trading
84
Simplex Trading
Illinois
$71K +$88K +10,399 New
PI
85
PEAK6 Investments
Illinois
$53K +$65.5K +7,749 New
TRCT
86
Tower Research Capital (TRC)
New York
$51.5K +$4.68K +553 +8%
Wells Fargo
87
Wells Fargo
California
$49.9K -$49.6K -5,862 -45%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$48.9K +$2.25K +266 +4%
Barclays
89
Barclays
United Kingdom
$48K -$6.21K -734 -9%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$46.8K -$30.8K -3,644 -35%
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$35.4K +$43.8K +5,179 New
Lazard Asset Management
92
Lazard Asset Management
New York
$35K -$13.1K -1,547 -23%
AP
93
Atwood & Palmer
Missouri
$34.2K
AB
94
Amalgamated Bank
New York
$33K
NFSG
95
Newbridge Financial Services Group
Florida
$32.1K -$13.7K -1,625 -26%
Citigroup
96
Citigroup
New York
$27.7K -$144K -16,991 -81%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$27K +$16.3K +1,927 +98%
Osaic Holdings
98
Osaic Holdings
Arizona
$26.1K +$1.64K +194 +5%
Legal & General Group
99
Legal & General Group
United Kingdom
$25.4K
CCM
100
Copeland Capital Management
Pennsylvania
$24.1K +$152 +18 +0.5%