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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$1.17K 201 +201 New
NA
102
NewEdge Advisors
Louisiana
$1.06K 182 +4 +2%
GI
103
GAMMA Investing
California
$668 119 +119 New
GWS
104
Glassman Wealth Services
Virginia
$639 110 +110 New
APC
105
Aspire Private Capital
North Carolina
$581 100 – –
FHA
106
First Horizon Advisors
Tennessee
$575 99 – –
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$354 61 -5,118 -99%
CFD
108
Creative Financial Designs
Indiana
$87 15 +15 New
Arrowstreet Capital
109
Arrowstreet Capital
Massachusetts
– – -304,023 Closed
LSV Asset Management
110
LSV Asset Management
Illinois
– – -208,100 Closed
AG
111
Algert Global
California
– – -79,874 Closed
NA
112
Navellier & Associates
Nevada
– – -48,060 Closed
GCP
113
GSA Capital Partners
United Kingdom
– – -43,075 Closed
MAM
114
Martingale Asset Management
Massachusetts
– – -22,020 Closed
MA
115
Mutual Advisors
Nebraska
– – -16,625 Closed
WC
116
Woodstock Corp
Massachusetts
– – -13,988 Closed
Wolverine Trading
117
Wolverine Trading
Illinois
– – -13,190 Closed
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
– – -12,767 Closed
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
– – -10,753 Closed
PI
120
PEAK6 Investments
Illinois
– – -7,749 Closed
Lazard Asset Management
121
Lazard Asset Management
New York
– – -5,209 Closed
CCM
122
Copeland Capital Management
Pennsylvania
– – -3,529 Closed
Canada Life
123
Canada Life
Manitoba, Canada
– – -2,379 Closed
TAM
124
Tucker Asset Management
Colorado
– – -2,172 Closed
SHIM
125
Stone House Investment Management
Pennsylvania
– – -203 Closed
2 3 4
5
6