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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 Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$21K +$21K +2,605 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$21K +$21K +2,545 New
Canada Life
103
Canada Life
Manitoba, Canada
$19K -$1.3K -164 -6%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$16K +$16K +1,959 New
GWM
105
Geneos Wealth Management
Colorado
$14.5K – – –
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$14K +$14K +1,736 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$8.14K – – –
US Bancorp
108
US Bancorp
Minnesota
$8.07K – – –
FFA
109
Farther Finance Advisors
California
$1.66K – – –
APC
110
Aspire Private Capital
North Carolina
$807 – – –
NC
111
NewSquare Capital
Pennsylvania
$646 – – –
AF
112
Allworth Financial
California
$549 +$549 +68 New
Millennium Management
113
Millennium Management
New York
– -$2.51M -397,149 Closed
Jane Street
114
Jane Street
New York
– -$1.22M -192,654 Closed
HF
115
HRT Financial
New York
– -$512K -81,155 Closed
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
– -$414K -65,598 Closed
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
– -$336K -53,173 Closed
AA
118
Ancora Advisors
Ohio
– -$330K -52,303 Closed
Squarepoint
119
Squarepoint
New York
– -$188K -29,765 Closed
6CM
120
683 Capital Management
New York
– -$159K -25,146 Closed
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
– -$130K -20,649 Closed
BFM
122
Boothbay Fund Management
New York
– -$117K -18,540 Closed
LP
123
LMR Partners
United Kingdom
– -$113K -17,900 Closed
EGM
124
Engineers Gate Manager
New York
– -$110K -17,400 Closed
DADC
125
D.A. Davidson & Co
Montana
– -$85.2K -13,500 Closed
2 3 4
5
6