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Evolution Petroleum

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: 8096 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$14.3M -$1.96M -297,839 -13%
Renaissance Technologies
2
Renaissance Technologies
New York
$11.9M -$2.32M -351,880 -17%
WA
3
WealthTrust Axiom
Pennsylvania
$11.6M +$338K +51,361 +3%
BlackRock
4
BlackRock
New York
$9.95M -$4.99M -756,632 -35%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.82M +$51.4K +7,800 +0.6%
RRAM
6
River Road Asset Management
Kentucky
$8.53M +$92.9K +14,102 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.29M +$310K +47,022 +5%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$6.17M +$3.25M +493,144 +125%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$6.08M -$186K -28,172 -3%
RIM
10
Ranger Investment Management
Texas
$5.57M +$926K +140,540 +21%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.52M -$204K -30,892 -5%
GPGA
12
Grandeur Peak Global Advisors
Utah
$4.2M +$454K +68,933 +13%
NSIM
13
North Star Investment Management
Illinois
$4.05M
FP
14
Foundry Partners
Minnesota
$2.9M -$279K -42,356 -9%
Millennium Management
15
Millennium Management
New York
$2.52M +$1.05M +159,797 +79%
EI
16
EAM Investors
California
$2.4M +$1.32M +199,604 +137%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$2.06M +$85K +12,900 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.87M +$36.6K +5,554 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.84M -$7.35K -1,115 -0.4%
BA
20
Bard Associates
Illinois
$1.79M -$29.2K -4,435 -2%
PCM
21
Perritt Capital Management
Illinois
$1.5M -$1.98K -300 -0.1%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.48M +$637K +96,608 +83%
EGI
23
EAM Global Investors
California
$1.36M +$1.29M +195,381 New
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.35M +$67.8K +10,294 +6%
YAM
25
Yacktman Asset Management
Texas
$1.18M