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Evolution Petroleum
EPM
EPM
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 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
42% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 26
42% more capital invested
Capital invested by funds: $117M → $166M (+$49.2M)
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
11% more funds holding
Funds holding: 101 → 112 (+11)
6.9% more ownership
Funds ownership: 54.77% → 61.67% (+6.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less call options, than puts
Call options by funds: $1.38M | Put options by funds: $2.74M
Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
1.76%
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
26
Calls
$1.38M
Puts
$2.74M
Net Calls
-$1.36M
Net Calls Change
-$1.1M
Top Buyers
| 1 |
BlackRock
New York
|
+$13.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.02M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.52M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.75M |
Top Sellers
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$5.18M |
| 2 |
Millennium Management
New York
|
-$2.51M |
| 3 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$2.4M |
| 4 |
Renaissance Technologies
New York
|
-$1.66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
126
D.A. Davidson & Co
Great Falls,
Montana
| – | -$85.2K | -13,500 | Closed |
|
|
JFG
127
Jefferies Financial Group
New York
| – | -$81.5K | -12,910 | Closed |
|
|
LIP
128
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| – | -$73.6K | -11,657 | Closed |
|
|
DC
129
Diametric Capital
Boston,
Massachusetts
| – | -$72.7K | -11,521 | Closed |
|
130
Balyasny Asset Management
Chicago,
Illinois
| – | -$69.6K | -11,037 | Closed |
|
131
Point72 Asset Management
Stamford,
Connecticut
| – | -$45.2K | -7,167 | Closed |
|
|
CSS
132
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$34K | -5,385 | Closed |
|
|
PMEF
133
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$30.7K | -4,859 | Closed |
|
|
S
134
SignatureFD
Atlanta,
Georgia
| – | -$6.31K | -1,000 | Closed |
|
|
QL
135
Quarry LP
New York
| – | -$4.87K | -772 | Closed |
|
|
BWM
136
Baystate Wealth Management
Boston,
Massachusetts
| – | -$4.23K | -669 | Closed |
|
|
EI
137
Ellevest Inc
New York
| – | -$1.23K | -195 | Closed |
|
|
AAS
138
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$631 | -100 | Closed |
|