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Evolution Petroleum

80 hedge funds and large institutions have $116M invested in Evolution Petroleum in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $874K | Put options by funds: $395K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 64.62%62.82% (-1.8%)

8% less funds holding

Funds holding: 8780 (-7)

22% less capital invested

Capital invested by funds: $149M → $116M (-$32.7M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

46% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 39

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
39
Closed
12
Calls
$874K
Puts
$395K
Net Calls
+$479K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$12.8M +$41.3K +6,142 +0.3%
BlackRock
2
BlackRock
New York
$11.9M -$353K -52,457 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$11.2M -$170K -25,220 -1%
WA
4
WealthTrust Axiom
Pennsylvania
$8.82M +$616K +91,536 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.88M -$257K -38,174 -3%
RRAM
6
River Road Asset Management
Kentucky
$6.62M -$188K -27,990 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.46M +$451K +67,008 +7%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$4.92M +$535K +79,536 +10%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.71M +$803K +119,365 +21%
RIM
10
Ranger Investment Management
Texas
$3.6M +$4.44M +660,326 New
AMI
11
Amica Mutual Insurance
Rhode Island
$3.42M -$551K -81,869 -12%
NSIM
12
North Star Investment Management
Illinois
$3.18M -$825K -122,650 -17%
GPGA
13
Grandeur Peak Global Advisors
Utah
$2.92M -$267K -39,705 -7%
FP
14
Foundry Partners
Minnesota
$2.51M -$1.19M -177,425 -28%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$2.15M +$839K +124,631 +46%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.55M -$63.3K -9,400 -3%
Invesco
17
Invesco
Georgia
$1.47M -$11.1K -1,646 -0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.45M +$3.35K +498 +0.2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.44M +$327K +48,628 +23%
BA
20
Bard Associates
Illinois
$1.43M +$178K +26,500 +11%
Morgan Stanley
21
Morgan Stanley
New York
$1.41M +$587K +87,274 +51%
PCM
22
Perritt Capital Management
Illinois
$1.18M +$37.1K +5,508 +3%
Millennium Management
23
Millennium Management
New York
$1.1M -$1.02M -151,516 -43%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1M -$639K -94,986 -34%
YAM
25
Yacktman Asset Management
Texas
$928K -$236K -35,000 -17%