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Evolution Petroleum
EPM

Overview Fund Activity

108 hedge funds and large institutions have $120M invested in Evolution Petroleum in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-7
Holders Change %
-6.09%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
46
Reduced
31
Closed
19
Calls
$1.33M
Puts
$1.29M
Net Calls
+$42K
Net Calls Change
+$1.31M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.21M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$958K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$3.02M
4
RIM
4
Ranger Investment Management
Texas
$5.66M
5
Man Group
5
Man Group
United Kingdom
$619K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
FP
2
Foundry Partners
Minnesota
$1.13M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$486K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$607K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
76
Legato Capital Management
California
$73.6K – – –
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$70.1K – – –
SOW
78
State of Wyoming
Wyoming
$70K -$51.6K -8,873 -42%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$59K +$36.6K +6,369 +164%
ACM
80
Aquatic Capital Management
Illinois
$55K +$55K +9,400 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$48.8K -$81.4K -14,011 -63%
Wells Fargo
82
Wells Fargo
California
$46.7K +$4.32K +744 +10%
TRCT
83
Tower Research Capital (TRC)
New York
$46.2K +$2.5K +431 +6%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$45.3K +$3.68K +634 +9%
NFSG
85
Newbridge Financial Services Group
Florida
$31.7K +$4.36K +750 +16%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$29.7K -$10.1K -1,740 -25%
AP
87
Atwood & Palmer
Missouri
$29.1K – – –
GCM
88
Gladius Capital Management
Illinois
$27.2K +$27.2K +4,690 New
AB
89
Amalgamated Bank
New York
$26K -$1.84K -316 -7%
Group One Trading
90
Group One Trading
Illinois
$21.5K -$42.9K -7,392 -67%
Legal & General Group
91
Legal & General Group
United Kingdom
$19.5K -$2.02K -348 -9%
AIP
92
Ameritas Investment Partners
Nebraska
$15.1K – – –
GWM
93
Geneos Wealth Management
Colorado
$10.5K – – –
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$10.1K – – –
US Bancorp
95
US Bancorp
Minnesota
$8.43K – – –
Comerica Bank
96
Comerica Bank
Texas
$8.15K – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$5.86K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.03K +459 +310%
CFGS
99
Concourse Financial Group Securities
Alabama
$1.68K -$69.1K -11,902 -98%
FFA
100
Farther Finance Advisors
California
$1.21K +$17 +3 +1%
2 3
4
5 6