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Evolution Petroleum
EPM

96 hedge funds and large institutions have $143M invested in Evolution Petroleum in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

120% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $756K

23% more capital invested

Capital invested by funds: $116M → $143M (+$26.6M)

20% more funds holding

Funds holding: 80 → 96 (+16)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.59% less ownership

Funds ownership: 62.82% → 61.22% (-1.6%)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
29
Reduced
27
Closed
11
Calls
$1.66M
Puts
$756K
Net Calls
+$904K
Net Calls Change
+$425K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.25M
2
EI
EAM Investors
California
+$1.32M
3
EGI
EAM Global Investors
California
+$1.29M
4
Millennium Management
Millennium Management
New York
+$1.05M
5
PMAM
Penn Mutual Asset Management
Pennsylvania
+$944K

Top Sellers

1
BlackRock
BlackRock
New York
-$4.99M
2
AMI
Amica Mutual Insurance
Rhode Island
-$3.42M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.32M
4
WA
Wasatch Advisors
Utah
-$1.96M
5
Invesco
Invesco
Georgia
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
101
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$280K -51,252 Closed
CSS
102
Cubist Systematic Strategies
Connecticut
– -$194K -35,469 Closed
RJA
103
Raymond James & Associates
Florida
– -$171K -31,281 Closed
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
– -$76K -14,000 Closed
Group One Trading
105
Group One Trading
Illinois
– -$19.7K -2,989 Closed
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
– -$7K -1,220 Closed
TWA
107
TCI Wealth Advisors
Arizona
– -$1K -147 Closed
1 2 3 4
5